Vault-13

ISHARES INC EEMV

MSCI EMERG MRKT · ETP · CUSIP 464286533

348 institutional holders +11 vs Q3 2024
39,285,56939.3m shares reported held*
$2.3bnreported value*
23 new 106 added 128 reduced 30 sold out net sold ≈ $102.2m (-1.8m 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 ($3.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $58.06. Options: 1 managers hold calls ($81.2k notional), 2 hold puts ($7.3m).

Trends to Q4 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: 337Q4 24: 348348Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 2022442
Q4 2022487
Q1 2023392
Q2 2023368
Q3 2023357
Q4 2023351
Q1 2024327
Q2 2024339
Q3 2024337
Q4 2024348

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q1 23: 99 bought or addedQ1 23: 335 cut or sold outQ2 23: 134 bought or addedQ2 23: 217 cut or sold outQ2 23Q3 23: 110 bought or addedQ3 23: 199 cut or sold outQ4 23: 117 bought or addedQ4 23: 213 cut or sold outQ4 23Q1 24: 111 bought or addedQ1 24: 193 cut or sold outQ2 24: 121 bought or addedQ2 24: 174 cut or sold outQ2 24Q3 24: 100 bought or addedQ3 24: 185 cut or sold outQ4 24: 129 bought or addedQ4 24: 158 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 202399335
Q2 2023134217
Q3 2023110199
Q4 2023117213
Q1 2024111193
Q2 2024121174
Q3 2024100185
Q4 2024129158

Calls vs puts

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

CallsPuts
$0$10m$20m$30mQ1 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 0.00Q4 24 calls: $81.2kQ4 24 puts: $7.3mQ4 24P/C 89.36
Numbers
QuarterCallsPutsP/C
Q1 2024$11.3m$27.7m2.45
Q2 2024$14.9m$17.2k0.00
Q3 2024$25.1k$00.00
Q4 2024$81.2k$7.3m89.36

Biggest buyers

Wharton Business Group, LLC Added +449,287+449.3k
OLD MISSION CAPITAL LLC Added +349,812+349.8k
AMERIPRISE FINANCIAL INC Added +171,255+171.3k
Creative Planning Added +144,219+144.2k
Sequoia Financial Advisors, LLC New +89,699+89.7k
LPL Financial LLC Added +70,639+70.6k
Kingsview Wealth Management, LLC New +57,802+57.8k
Symmetry Partners, LLC Added +39,025+39.0k
Johnson & White Wealth Management, LLC New +28,804+28.8k
Focus Partners Wealth Added +25,753+25.8k

Biggest sellers

BANK OF AMERICA CORP /DE/ Reduced -1,204,910-1.2m
JPMORGAN CHASE & CO Reduced -510,526-510.5k
Ocean Park Asset Management, LLC Sold out -275,553-275.6k
TEACHER RETIREMENT SYSTEM OF TEXAS Reduced -172,781-172.8k
ENVESTNET ASSET MANAGEMENT INC Reduced -127,122-127.1k
Banco Santander, S.A. Reduced -112,542-112.5k
SECURIAN ASSET MANAGEMENT, INC Reduced -104,964-105.0k
Advanced Portfolio Management, LLC Sold out -85,000-85.0k
ROYAL BANK OF CANADA Reduced -65,642-65.6k
Foster Victor Wealth Advisors, LLC Sold out -65,325-65.3k

Biggest calls

CITADEL ADVISORS LLC Added $81.2k1.4k shares

Biggest puts

CIBC WORLD MARKET INC. New $7.2m125.0k shares
CITADEL ADVISORS LLC New $5.8k100 shares

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, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.07% of their portfolio CHARLOTTE, NC 13,297,20813.3m $771.1m $771.1m 0.07% Reduced -1.2m -1,204,910
2 BlackRock, Inc. 0.00% of their portfolio New York, NY 2,747,9312.7m $159.4m $159.4m 0.00% Reduced -64.8k -64,828
3 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,302,0682.3m $133.5m $133.5m 0.01% Added +19.9k +19,892
4 Wharton Business Group, LLC 5.92% of their portfolio MALVERN, PA 2,261,0352.3m $131.1m $131.1m 5.92% Added +449.3k +449,287
5 FMR LLC 0.01% of their portfolio BOSTON, MA 2,048,9882.0m $118.8m $118.8m 0.01% Reduced -14.5k -14,485
6 AMERIPRISE FINANCIAL INC 0.03% of their portfolio MINNEAPOLIS, MN 1,755,4171.8m $101.8m $101.8m 0.03% Added +171.3k +171,255
7 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,113,6351.1m $64.6m $64.6m 0.01% Added +15.2k +15,202
8 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.05% of their portfolio MILWAUKEE, WI 924,557924.6k $53.6m $53.6m 0.05% Reduced -54.4k -54,383
9 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 809,647809.6k $47.0m $47.0m 0.02% Reduced -127.1k -127,122
10 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 654,267654.3k $37.9m $37.9m 0.01% Reduced -40.4k -40,356
11 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 644,983645.0k $37.4m $37.4m 0.02% Added +70.6k +70,639
12 TEACHER RETIREMENT SYSTEM OF TEXAS 0.12% of their portfolio AUSTIN, TX 567,043567.0k $32.9m $32.9m 0.12% Reduced -172.8k -172,781
13 OLD MISSION CAPITAL LLC 0.59% of their portfolio CHICAGO, IL 437,394437.4k $25.4m $25.4m 0.59% Added +349.8k +349,812
14 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 333,806333.8k $19.4m $19.4m 0.01% First filing
15 RHUMBLINE ADVISERS 0.02% of their portfolio BOSTON, MA 316,265316.3k $18.3m $18.3m 0.02% Reduced -58.2k -58,210
16 CAPTRUST FINANCIAL ADVISORS 0.05% of their portfolio RALEIGH, NC 292,626292.6k $17.0m $17.0m 0.05% Reduced -11.0k -11,038
17 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 277,452277.5k $16.1m $16.1m 0.02% Reduced -23.3k -23,336
18 BURKETT FINANCIAL SERVICES, LLC 6.23% of their portfolio ROCK HILL, SC 262,630262.6k $15.2m $15.2m 6.23% Added +6.7k +6,726
19 Lester Murray Antman dba SimplyRich 4.31% of their portfolio CARLSBAD, CA 260,123260.1k $15.1m $15.1m 4.31% Added +9.2k +9,245
20 SECURIAN ASSET MANAGEMENT, INC 0.41% of their portfolio ST PAUL, MN 242,456242.5k $14.1m $14.1m 0.41% Reduced -105.0k -104,964
21 MERCER GLOBAL ADVISORS INC /ADV 0.03% of their portfolio DENVER, CO 238,902238.9k $13.9m $13.9m 0.03% Reduced -18.2k -18,195
22 PNC Financial Services Group, Inc. 0.01% of their portfolio Pittsburgh, PA 229,166229.2k $13.3m $13.3m 0.01% Added +5.0k +4,960
23 Brio Consultants, LLC 2.08% of their portfolio SAN FRANCISCO, CA 228,800228.8k $13.3m $13.3m 2.08% Reduced -52.6k -52,581
24 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 216,560216.6k $12.6m $12.6m 0.00% Reduced -65.6k -65,642
25 Mariner, LLC 0.02% of their portfolio Overland Park, KS 214,829214.8k $12.5m $12.5m 0.02% Reduced -5.5k -5,542
26 Frontier Asset Management, LLC 3.63% of their portfolio SHERIDAN, WY 189,664189.7k $11.0m $11.0m 3.63% Reduced -56.8k -56,752
27 Vestcor Inc 0.33% of their portfolio FREDERICTON, A3 174,218174.2k $10.1m $10.1m 0.33% Added +625 +625
28 Creative Planning 0.01% of their portfolio OVERLAND PARK, KS 170,363170.4k $9.9m $9.9m 0.01% Added +144.2k +144,219
29 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 165,972166.0k $9.6m $9.6m 0.00% Reduced -510.5k -510,526
30 Brookstone Capital Management 0.14% of their portfolio WHEATON, IL 165,050165.1k $9.6m $9.6m 0.14% Reduced -3.3k -3,347
31 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 160,625160.6k $9.3m $9.3m 0.02% Reduced -19.1k -19,092
32 Friedenthal Financial 5.44% of their portfolio MARLTON, NJ 160,505160.5k $9.3m $9.3m 5.44% Reduced -300 -300
33 Modera Wealth Management, LLC 0.11% of their portfolio WESTWOOD, NJ 159,922159.9k $9.3m $9.3m 0.11% Added +2.8k +2,795
34 Baird Financial Group, Inc. 0.02% of their portfolio MILWAUKEE, WI 149,652149.7k $8.7m $8.7m 0.02% Reduced -1.6k -1,602
35 ANDERSON HOAGLAND & CO 0.88% of their portfolio ST LOUIS, MO 147,585147.6k $8.5m $8.5m 0.88% Added +178 +178
36 Alaska Permanent Fund Corp 0.11% of their portfolio JUNEAU, AK 132,854132.9k $7.7m $7.7m 0.11% Unchanged
37 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 132,183132.2k $7.7m $7.7m 0.01% Added +1.9k +1,850
38 Wade Financial Advisory, Inc 2.31% of their portfolio CAMPBELL, CA 117,673117.7k $6.8m $6.8m 2.31% Added +5.1k +5,058
39 Archford Capital Strategies, LLC 1.01% of their portfolio SWANSEA, IL 114,973115.0k $6.7m $6.7m 1.01% Reduced -5.7k -5,657
40 JMAC ENTERPRISES LLC 1.02% of their portfolio NEWTOWN, PA 112,205112.2k $6.5m $6.5m 1.02% Added +7.2k +7,212
41 Apella Capital, LLC 0.24% of their portfolio WEST HARTFORD, CT 107,516107.5k $6.2m $6.2m 0.24% Reduced -18.3k -18,333
42 Beacon Bridge Wealth Partners, LLC 2.59% of their portfolio LOWER GWYNEDD, PA 105,136105.1k $6.1m $6.1m 2.59% Added +9.9k +9,867
43 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 100,721100.7k $5.8m $5.8m 0.01% Reduced -2.2k -2,160
44 Symmetry Partners, LLC 0.77% of their portfolio GLASTONBURY, CT 93,26793.3k $5.4m $5.4m 0.77% Added +39.0k +39,025
45 Well Done, LLC 1.06% of their portfolio HOLLAND, MI 92,49692.5k $5.8m $5.8m 1.06% Unchanged
46 Pallas Capital Advisors LLC 0.23% of their portfolio BRAINTREE, MA 91,13891.1k $5.3m $5.3m 0.23% Reduced -1.3k -1,332
47 Sequoia Financial Advisors, LLC 0.05% of their portfolio Akron, OH 89,69989.7k $5.2m $5.2m 0.05% New
48 AVANTAX ADVISORY SERVICES, INC. 0.03% of their portfolio DALLAS, TX 86,52686.5k $5.0m $5.0m 0.03% Added +8.4k +8,447
49 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 82,75982.8k $4.8m $4.8m 0.03% Reduced -23.0k -23,019
50 RWA WEALTH PARTNERS, LLC 0.05% of their portfolio BOSTON, MA 76,44276.4k $4.4m $4.4m 0.05% Reduced -5.9k -5,889
51 World Investment Advisors 0.11% of their portfolio LINCROFT, NJ 72,19172.2k $4.2m $4.2m 0.11% Added +4.3k +4,295
52 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 68,00068.0k $3.9m $3.9m 0.01% Reduced -22.7k -22,700
53 MATHER GROUP, LLC. 0.05% of their portfolio CHICAGO, IL 66,90666.9k $3.9m $3.9m 0.05% Added +81 +81
54 Idaho Trust Co 1.95% of their portfolio BOISE, ID 66,79466.8k $3.9m $3.9m 1.95% Added +1.0k +1,027
55 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 65,59965.6k $3.8m $3.8m 0.01% Reduced -279 -279
56 LMG Wealth Partners, LLC 0.77% of their portfolio SHREVEPORT, LA 61,19261.2k $3.5m $3.5m 0.77% Added +133 +133
57 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 59,24459.2k $3.4m $3.4m 0.01% Reduced -13.0k -13,014
58 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 58,44558.4k $3.4m $3.4m 0.03% Reduced -844 -844
59 Kingsview Wealth Management, LLC 0.07% of their portfolio GRANTS PASS, OR 57,80257.8k $3.4m $3.4m 0.07% New
60 FOUNDERS FINANCIAL SECURITIES LLC 0.29% of their portfolio TOWSON, MD 55,98456.0k $3.2m $3.2m 0.29% Reduced -1.0k -1,026
61 Horizon Investments, LLC 0.09% of their portfolio Charlotte, NC 55,39955.4k $3.2m $3.2m 0.09% Reduced -1.1k -1,110
62 Ifrah Financial Services, Inc. 0.89% of their portfolio Little Rock, AR 55,25855.3k $3.2m $3.2m 0.89% Added +912 +912
63 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 53,08753.1k $3.1m $3.1m 0.00% Added +1.8k +1,785
64 COMERICA BANK 0.01% of their portfolio DALLAS, TX 53,02453.0k $3.1m $3.1m 0.01% Added +1.4k +1,407
65 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 52,50252.5k $3.0m $3.0m 0.00% Added +25.8k +25,753
66 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 49,65149.7k $2.9m $2.9m 0.01% Added +23.1k +23,110
67 CW Advisors, LLC 0.04% of their portfolio BOSTON, MA 45,87845.9k $2.7m $2.7m 0.04% Reduced -737 -737
68 RHS Financial, LLC 1.33% of their portfolio SAN FRANCISCO, CA 44,33044.3k $2.6m $2.6m 1.33% Added +17.7k +17,662
69 JOURNEY STRATEGIC WEALTH LLC 0.09% of their portfolio SUMMIT, NJ 43,09743.1k $2.5m $2.5m 0.09% Added +68 +68
70 OPPENHEIMER & CO INC 0.04% of their portfolio NEW YORK, NY 42,60242.6k $2.5m $2.5m 0.04% Added +2.5k +2,545
71 YHB Investment Advisors, Inc. 0.19% of their portfolio West Hartford, CT 40,17340.2k $2.3m $2.3m 0.19% Added +3.1k +3,095
72 CWM, LLC 0.01% of their portfolio OMAHA, NE 38,14638.1k $2.2m $2.2m 0.01% Reduced -6.9k -6,877
73 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 37,28437.3k $2.2m $2.2m 0.01% Reduced -646 -646
74 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.05% of their portfolio LOS ANGELES, CA 36,34736.3k $2.1m $2.1m 0.05% Reduced -5.8k -5,833
75 Hilltop National Bank 0.63% of their portfolio CASPER, WY 35,88735.9k $2.1m $2.1m 0.63% Added +3.0k +2,981
76 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 35,32735.3k $2.0m $2.0m 0.00% Reduced -1.5k -1,462
77 JOHNSON INVESTMENT COUNSEL INC 0.02% of their portfolio Cincinnati, OH 34,74034.7k $2.0m $2.0m 0.02% Added +17.2k +17,188
78 Strategic Blueprint, LLC 0.12% of their portfolio ATLANTA, GA 34,24134.2k $2.0m $2.0m 0.12% Reduced -1.1k -1,133
79 Conservest Capital Advisors, Inc. 0.19% of their portfolio WYNNEWOOD, PA 32,09732.1k $1.9m $1.9m 0.19% Reduced -4.3k -4,267
80 Northwest Capital Management Inc 0.78% of their portfolio Lake Oswego, OR 31,38231.4k $1.8m $1.8m 0.78% Reduced -10.8k -10,799
81 Carr Financial Group Corp 0.57% of their portfolio WORCESTER, MA 31,10031.1k $1.8m $1.8m 0.57% Reduced -1.9k -1,942
82 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 31,04031.0k $1.8m $1.8m 0.01% Reduced -268 -268
83 Banco Santander, S.A. 0.02% of their portfolio Madrid, U3 30,61230.6k $1.8m $1.8m 0.02% Reduced -112.5k -112,542
84 Atria Investments, Inc 0.02% of their portfolio Charlotte, NC 30,48930.5k $1.8m $1.8m 0.02% Added +576 +576
85 Parallel Advisors, LLC 0.04% of their portfolio SAN FRANCISCO, CA 30,44430.4k $1.8m $1.8m 0.04% Reduced -2.5k -2,493
86 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 30,28430.3k $1.8m $1.8m 0.01% Reduced -6.6k -6,649
87 NBT BANK, N.A. 0.12% of their portfolio NORWICH, NY 30,10430.1k $1.7m $1.7m 0.12% Added +4.1k +4,109
88 PLIMOTH TRUST CO LLC 0.45% of their portfolio SWANSEA, MA 30,04330.0k $1.7m $1.7m 0.45% Added +393 +393
89 Physician Wealth Advisors, Inc. 0.28% of their portfolio MIDVALE, UT 28,98729.0k $1.7m $1.7m 0.28% Reduced -3.4k -3,414
90 Johnson & White Wealth Management, LLC 1.01% of their portfolio YORK, PA 28,80428.8k $1.7m $1.7m 1.01% New
91 Savant Capital, LLC 0.01% of their portfolio ROCKFORD, IL 28,31528.3k $1.6m $1.6m 0.01% Reduced -11.1k -11,053
92 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.01% of their portfolio IRVING, TX 28,11428.1k $1.6m $1.6m 0.01% Reduced -86 -86
93 Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio TOKYO, M0 27,30527.3k $1.6m $1.6m 0.00% Unchanged
94 Dakota Wealth Management 0.04% of their portfolio PALM BEACH GARDENS, FL 27,00727.0k $1.6m $1.6m 0.04% Reduced -95 -95
95 Mayflower Financial Advisors, LLC 0.23% of their portfolio BOSTON, MA 26,48426.5k $1.5m $1.5m 0.23% Reduced -190 -190
96 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 26,17126.2k $1.5m $1.5m 0.00% Reduced -16.9k -16,859
97 New England Private Wealth Advisors LLC 0.24% of their portfolio WELLESLEY, MA 26,17126.2k $1.5m $1.5m 0.24% Added +145 +145
98 SAGESPRING WEALTH PARTNERS, LLC 0.04% of their portfolio FRANKLIN, TN 25,78225.8k $1.5m $1.5m 0.04% First filing
99 Integrated Wealth Concepts LLC 0.02% of their portfolio WALTHAM, MA 25,55125.6k $1.5m $1.5m 0.02% Reduced -1.6k -1,596
100 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 25,34325.3k $1.5m $1.5m 0.01% Added +931 +931