Vault-13

ISHARES INC EEMV

MSCI EMERG MRKT · ETP · CUSIP 464286533

337 institutional holders -2 vs Q2 2024
41,080,68541.1m shares reported held*
$2.6bnreported value*
27 new 73 added 156 reduced 29 sold out net sold ≈ $528.7m (-8.4m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($3.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $62.65. Options: 1 managers hold calls ($25.1k notional), 0 hold puts (—).

Trends to Q3 2024

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 442Q4 22: 487Q1 23: 392Q2 23: 368Q3 23: 357Q4 23: 351Q1 24: 327Q2 24: 339Q3 24: 337337Q3 22Q1 23Q3 23Q1 24Q3 24
Numbers
QuarterHolders
Q3 2022442
Q4 2022487
Q1 2023392
Q2 2023368
Q3 2023357
Q4 2023351
Q1 2024327
Q2 2024339
Q3 2024337

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q4 22: 286 bought or addedQ4 22: 160 cut or sold outQ1 23: 99 bought or addedQ1 23: 335 cut or sold outQ1 23Q2 23: 134 bought or addedQ2 23: 217 cut or sold outQ3 23: 110 bought or addedQ3 23: 199 cut or sold outQ3 23Q4 23: 117 bought or addedQ4 23: 213 cut or sold outQ1 24: 111 bought or addedQ1 24: 193 cut or sold outQ1 24Q2 24: 121 bought or addedQ2 24: 174 cut or sold outQ3 24: 100 bought or addedQ3 24: 185 cut or sold outQ3 24
Numbers
QuarterBought or addedCut or sold out
Q4 2022286160
Q1 202399335
Q2 2023134217
Q3 2023110199
Q4 2023117213
Q1 2024111193
Q2 2024121174
Q3 2024100185

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$50m$100m$150mQ4 23 calls: $55.6mQ4 23 puts: $133.4mQ4 23P/C 2.40Q1 24 calls: $11.3mQ1 24 puts: $27.7mQ1 24P/C 2.45Q2 24 calls: $14.9mQ2 24 puts: $17.2kQ2 24P/C 0.00Q3 24 calls: $25.1kQ3 24 puts: $0Q3 24P/C 0.00
Numbers
QuarterCallsPutsP/C
Q4 2023$55.6m$133.4m2.40
Q1 2024$11.3m$27.7m2.45
Q2 2024$14.9m$17.2k0.00
Q3 2024$25.1k$00.00

Biggest buyers

Ocean Park Asset Management, LLC New +275,553+275.6k
JPMORGAN CHASE & CO Added +126,562+126.6k
OLD MISSION CAPITAL LLC New +87,582+87.6k
ROYAL BANK OF CANADA Added +85,720+85.7k
Advanced Portfolio Management, LLC New +85,000+85.0k
Foster Victor Wealth Advisors, LLC New +65,325+65.3k
AMERIPRISE FINANCIAL INC Added +65,261+65.3k
RENAISSANCE TECHNOLOGIES LLC Added +40,200+40.2k
Savant Capital, LLC New +39,368+39.4k
Qube Research & Technologies Ltd New +37,991+38.0k

Biggest sellers

BANK OF AMERICA CORP /DE/ Reduced -7,720,351-7.7m
UBS Group AG Reduced -305,298-305.3k
Symmetry Partners, LLC Reduced -279,527-279.5k
Vestcor Inc Reduced -234,020-234.0k
Wharton Business Group, LLC Reduced -174,935-174.9k
FMR LLC Reduced -163,924-163.9k
ENVESTNET ASSET MANAGEMENT INC Reduced -62,698-62.7k
WELLS FARGO & COMPANY/MN Reduced -48,635-48.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -45,570-45.6k
ABSOLUTE CAPITAL MANAGEMENT, LLC Sold out -36,700-36.7k

Biggest calls

CITADEL ADVISORS LLC Reduced $25.1k400 shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
FMR LLC 13G · institution new · filed 2026-05-06 6.0% new 2.9m≈ $221.5m 2026-05-06

Holders, Q3 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.08% of their portfolio CHARLOTTE, NC 14,502,11814.5m $909.3m $909.3m 0.08% Reduced -7.7m -7,720,351
2 BlackRock, Inc. 0.00% of their portfolio New York, NY 2,812,7592.8m $176.4m $176.4m 0.00% First filing
3 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,282,1762.3m $143.1m $143.1m 0.01% Reduced -33.0k -32,969
4 FMR LLC 0.01% of their portfolio BOSTON, MA 2,063,4732.1m $129.4m $129.4m 0.01% Reduced -163.9k -163,924
5 Wharton Business Group, LLC 5.10% of their portfolio MALVERN, PA 1,811,7481.8m $113.6m $113.6m 5.10% Reduced -174.9k -174,935
6 AMERIPRISE FINANCIAL INC 0.03% of their portfolio MINNEAPOLIS, MN 1,584,1621.6m $99.3m $99.3m 0.03% Added +65.3k +65,261
7 UBS Group AG 0.02% of their portfolio ZURICH, V8 1,098,4331.1m $68.9m $68.9m 0.02% Reduced -305.3k -305,298
8 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.05% of their portfolio MILWAUKEE, WI 978,940978.9k $61.4m $61.4m 0.05% Added +7.4k +7,401
9 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 936,769936.8k $58.7m $58.7m 0.02% Reduced -62.7k -62,698
10 TEACHER RETIREMENT SYSTEM OF TEXAS 0.22% of their portfolio AUSTIN, TX 739,824739.8k $46.4m $46.4m 0.22% Reduced -13.5k -13,491
11 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 694,623694.6k $43.6m $43.6m 0.01% Reduced -48.6k -48,635
12 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 676,498676.5k $42.4m $42.4m 0.00% Added +126.6k +126,562
13 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 574,344574.3k $36.0m $36.0m 0.02% Reduced -6.2k -6,176
14 RHUMBLINE ADVISERS 0.02% of their portfolio BOSTON, MA 374,475374.5k $23.5m $23.5m 0.02% Added +14.0k +13,985
15 SECURIAN ASSET MANAGEMENT, INC 0.63% of their portfolio ST PAUL, MN 347,420347.4k $21.8m $21.8m 0.63% Unchanged
16 CAPTRUST FINANCIAL ADVISORS 0.06% of their portfolio RALEIGH, NC 303,664303.7k $19.0m $19.0m 0.06% Reduced -32.4k -32,390
17 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 300,788300.8k $18.9m $18.9m 0.03% Reduced -24.3k -24,283
18 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 282,202282.2k $17.7m $17.7m 0.00% Added +85.7k +85,720
19 Brio Consultants, LLC 2.81% of their portfolio SAN FRANCISCO, CA 281,381281.4k $17.6m $17.6m 2.81% Reduced -17.3k -17,338
20 Ocean Park Asset Management, LLC 0.76% of their portfolio SANTA MONICA, CA 275,553275.6k $17.3m $17.3m 0.76% New
21 MERCER GLOBAL ADVISORS INC /ADV 0.04% of their portfolio DENVER, CO 257,097257.1k $16.1m $16.1m 0.04% Reduced -32.0k -32,013
22 BURKETT FINANCIAL SERVICES, LLC 6.63% of their portfolio ROCK HILL, SC 255,904255.9k $16.0m $16.0m 6.63% Added +6.2k +6,240
23 Lester Murray Antman dba SimplyRich 4.39% of their portfolio CARLSBAD, CA 250,878250.9k $15.7m $15.7m 4.39% Added +1.9k +1,889
24 Frontier Asset Management, LLC 5.12% of their portfolio SHERIDAN, WY 246,416246.4k $15.5m $15.5m 5.12% Reduced -10.5k -10,457
25 PNC Financial Services Group, Inc. 0.01% of their portfolio Pittsburgh, PA 224,206224.2k $14.1m $14.1m 0.01% Reduced -1.4k -1,376
26 Mariner, LLC 0.02% of their portfolio Overland Park, KS 220,371220.4k $13.8m $13.8m 0.02% Added +2.9k +2,928
27 Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio ST. PETERSBURG, FL 210,669210.7k $13.2m $13.2m 0.02% Added +9.3k +9,302
28 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 179,717179.7k $11.3m $11.3m 0.02% Reduced -19.7k -19,653
29 Vestcor Inc 0.34% of their portfolio FREDERICTON, A3 173,593173.6k $10.9m $10.9m 0.34% Reduced -234.0k -234,020
30 Brookstone Capital Management 0.16% of their portfolio WHEATON, IL 168,397168.4k $10.6m $10.6m 0.16% Reduced -490 -490
31 Friedenthal Financial 5.90% of their portfolio MARLTON, NJ 160,805160.8k $10.1m $10.1m 5.90% Added +1.9k +1,891
32 Modera Wealth Management, LLC 0.13% of their portfolio WESTWOOD, NJ 157,127157.1k $9.9m $9.9m 0.13% Reduced -169 -169
33 Baird Financial Group, Inc. 0.02% of their portfolio MILWAUKEE, WI 151,254151.3k $9.5m $9.5m 0.02% Reduced -7.1k -7,065
34 ANDERSON HOAGLAND & CO 0.94% of their portfolio ST LOUIS, MO 147,407147.4k $9.2m $9.2m 0.94% Added +78 +78
35 Banco Santander, S.A. 0.11% of their portfolio Madrid, U3 143,154143.2k $9.0m $9.0m 0.11% Added +5.3k +5,292
36 Edmonds Duncan Registered Investment Advisors, LLC 1.93% of their portfolio LAWRENCE, KS 140,790140.8k $8.8m $8.8m 1.93% Added +8.2k +8,249
37 Alaska Permanent Fund Corp 0.12% of their portfolio JUNEAU, AK 132,854132.9k $8.3m $8.3m 0.12% Unchanged
38 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 130,333130.3k $8.2m $8.2m 0.02% Added +6.7k +6,656
39 Apella Capital, LLC 0.33% of their portfolio WEST HARTFORD, CT 125,849125.8k $7.9m $7.9m 0.33% Added +178 +178
40 Archford Capital Strategies, LLC 1.13% of their portfolio SWANSEA, IL 120,630120.6k $7.5m $7.5m 1.13% Added +748 +748
41 Wade Financial Advisory, Inc 2.38% of their portfolio CAMPBELL, CA 112,615112.6k $7.1m $7.1m 2.38% Added +2.1k +2,135
42 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 105,778105.8k $6.6m $6.6m 0.04% Reduced -19.9k -19,863
43 JMAC ENTERPRISES LLC 1.05% of their portfolio NEWTOWN, PA 104,993105.0k $6.6m $6.6m 1.05% Added +5.2k +5,249
44 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 102,881102.9k $6.5m $6.5m 0.01% Reduced -3.8k -3,773
45 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 99,77699.8k $6.3m $6.3m 0.00% Reduced -1.9k -1,920
46 Beacon Bridge Wealth Partners, LLC 2.57% of their portfolio LOWER GWYNEDD, PA 95,26995.3k $6.0m $6.0m 2.57% Added +25.7k +25,709
47 Well Done, LLC 1.06% of their portfolio HOLLAND, MI 92,49692.5k $5.8m $5.8m 1.06% Reduced -3.1k -3,142
48 Pallas Capital Advisors LLC 0.24% of their portfolio BRAINTREE, MA 92,47092.5k $5.6m $5.6m 0.24% Reduced -3.1k -3,101
49 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 90,70090.7k $5.7m $5.7m 0.01% Added +40.2k +40,200
50 OLD MISSION CAPITAL LLC 0.12% of their portfolio CHICAGO, IL 87,58287.6k $5.5m $5.5m 0.12% New
51 Advanced Portfolio Management, LLC 4.01% of their portfolio NEW YORK, NY 85,00085.0k $3.9m $3.9m 4.01% New
52 RWA WEALTH PARTNERS, LLC 0.06% of their portfolio BOSTON, MA 82,33182.3k $5.2m $5.2m 0.06% Added +160 +160
53 AVANTAX ADVISORY SERVICES, INC. 0.03% of their portfolio DALLAS, TX 78,07978.1k $4.9m $4.9m 0.03% Added +6.0k +5,981
54 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 72,25872.3k $4.5m $4.5m 0.01% Reduced -6.1k -6,132
55 World Investment Advisors 0.13% of their portfolio LINCROFT, NJ 67,89667.9k $4.3m $4.3m 0.13% Added +1.8k +1,801
56 MATHER GROUP, LLC. 0.05% of their portfolio CHICAGO, IL 66,82566.8k $4.2m $4.2m 0.05% Reduced -270 -270
57 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 65,87865.9k $4.1m $4.1m 0.01% Reduced -548 -548
58 Idaho Trust Co 1.99% of their portfolio BOISE, ID 65,76765.8k $4.1m $4.1m 1.99% Added +5.1k +5,148
59 Foster Victor Wealth Advisors, LLC 0.32% of their portfolio GREENVILLE, SC 65,32565.3k $4.0m $4.0m 0.32% New
60 LMG Wealth Partners, LLC 0.88% of their portfolio SHREVEPORT, LA 61,05961.1k $3.8m $3.8m 0.88% Reduced -7.0k -6,971
61 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 59,28959.3k $3.7m $3.7m 0.03% Added +2.8k +2,820
62 FOUNDERS FINANCIAL SECURITIES LLC 0.33% of their portfolio TOWSON, MD 57,01057.0k $3.6m $3.6m 0.33% Added +1.5k +1,496
63 Horizon Investments, LLC 0.09% of their portfolio Charlotte, NC 56,50956.5k $3.5m $3.5m 0.09% Added +1.5k +1,488
64 Ifrah Financial Services, Inc. 0.92% of their portfolio Little Rock, AR 54,34654.3k $3.4m $3.4m 0.92% Added +1.3k +1,287
65 Symmetry Partners, LLC 0.81% of their portfolio GLASTONBURY, CT 54,24254.2k $3.4m $3.4m 0.81% Reduced -279.5k -279,527
66 COMERICA BANK 0.01% of their portfolio DALLAS, TX 51,61751.6k $3.2m $3.2m 0.01% Reduced -10.5k -10,516
67 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 51,30251.3k $3.2m $3.2m 0.01% Added +26 +26
68 CW Advisors, LLC 0.04% of their portfolio BOSTON, MA 46,61546.6k $2.9m $2.9m 0.04% Reduced -968 -968
69 CWM, LLC 0.01% of their portfolio OMAHA, NE 45,02345.0k $2.8m $2.8m 0.01% Added +36 +36
70 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 43,03043.0k $2.7m $2.7m 0.00% Reduced -45.6k -45,570
71 JOURNEY STRATEGIC WEALTH LLC 0.10% of their portfolio SUMMIT, NJ 43,02943.0k $2.7m $2.7m 0.10% Added +2.1k +2,119
72 Northwest Capital Management Inc 0.95% of their portfolio Lake Oswego, OR 42,18142.2k $2.6m $2.6m 0.95% Added +2.7k +2,694
73 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.06% of their portfolio LOS ANGELES, CA 42,18042.2k $2.6m $2.6m 0.06% Reduced -2.2k -2,248
74 OPPENHEIMER & CO INC 0.04% of their portfolio NEW YORK, NY 40,05740.1k $2.5m $2.5m 0.04% Reduced -251 -251
75 Savant Capital, LLC 0.02% of their portfolio ROCKFORD, IL 39,36839.4k $2.5m $2.5m 0.02% New
76 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 37,99138.0k $2.4m $2.4m 0.00% New
77 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 37,93037.9k $2.4m $2.4m 0.01% Reduced -3.9k -3,891
78 YHB Investment Advisors, Inc. 0.19% of their portfolio West Hartford, CT 37,07837.1k $2.3m $2.3m 0.19% Added +4.0k +3,958
79 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 36,93336.9k $2.3m $2.3m 0.01% Reduced -661 -661
80 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 36,78936.8k $2.3m $2.3m 0.00% Added +8.7k +8,685
81 Conservest Capital Advisors, Inc. 0.21% of their portfolio WYNNEWOOD, PA 36,36436.4k $2.1m $2.1m 0.21% Unchanged
82 Strategic Blueprint, LLC 0.14% of their portfolio ATLANTA, GA 35,37435.4k $2.2m $2.2m 0.14% Reduced -202 -202
83 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 34,35634.4k $2.2m $2.2m 0.00% Added +16.5k +16,483
84 Carr Financial Group Corp 0.62% of their portfolio WORCESTER, MA 33,04233.0k $2.1m $2.1m 0.62% Reduced -3.1k -3,091
85 Parallel Advisors, LLC 0.05% of their portfolio SAN FRANCISCO, CA 32,93732.9k $2.1m $2.1m 0.05% Reduced -1.3k -1,269
86 Hilltop National Bank 0.63% of their portfolio CASPER, WY 32,90632.9k $2.1m $2.1m 0.63% Added +5.4k +5,430
87 Physician Wealth Advisors, Inc. 0.36% of their portfolio MIDVALE, UT 32,40132.4k $2.0m $2.0m 0.36% Reduced -3.2k -3,225
88 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 31,30831.3k $2.0m $2.0m 0.01% Reduced -1.6k -1,607
89 Atria Investments, Inc 0.02% of their portfolio Charlotte, NC 29,91329.9k $1.9m $1.9m 0.02% Added +1.4k +1,430
90 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 29,89129.9k $1.9m $1.9m 0.00% Reduced -18.2k -18,180
91 PLIMOTH TRUST CO LLC 0.47% of their portfolio SWANSEA, MA 29,65029.6k $1.9m $1.9m 0.47% Added +1.3k +1,297
92 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 29,01129.0k $1.8m $1.8m 0.01% Reduced -105 -105
93 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.01% of their portfolio IRVING, TX 28,20028.2k $1.8m $1.8m 0.01% Reduced -253 -253
94 Daiwa Securities Group Inc. 0.01% of their portfolio CHIYODA-KU,TOKYO, M0 27,70027.7k $1.7m $1.7m 0.01% Reduced -700 -700
95 Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio TOKYO, M0 27,30527.3k $1.7m $1.7m 0.00% Unchanged
96 Integrated Wealth Concepts LLC 0.02% of their portfolio WALTHAM, MA 27,14727.1k $1.7m $1.7m 0.02% Reduced -3.7k -3,653
97 Dakota Wealth Management 0.04% of their portfolio PALM BEACH GARDENS, FL 27,10227.1k $1.7m $1.7m 0.04% Reduced -1.0k -1,010
98 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 26,74926.7k $1.7m $1.7m 0.01% New
99 Mayflower Financial Advisors, LLC 0.25% of their portfolio BOSTON, MA 26,67426.7k $1.7m $1.7m 0.25% Reduced -796 -796
100 RHS Financial, LLC 0.84% of their portfolio SAN FRANCISCO, CA 26,66826.7k $1.7m $1.7m 0.84% Added +10.8k +10,841