ISHARES MSCI EMERGING MARKET (EEM) Institutional Ownership Changes & 13F Activity
ISHARES MSCI EMERGING MARKET (EEM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Envestnet Asset Management Inc, Jefferies Financial Group Inc., Capstone Investment Advisors, Llc, Allianz Asset Management Gmbh, and Beacon Pointe Advisors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +228,966 | +9.2% | 2,704,404 | $185.01M | Q2 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Buy | +1,332 | +26.6% | 6,333 | $433.24K | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Buy | +294 | +2.8% | 10,733 | $734.26K | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts Llc | Buy | +6,832 | +16.5% | 48,115 | $3.29M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Buy | +3,011 | +25.2% | 14,964 | $1.02M | Q2 2026 | Sep 04, 2026 |
| Anchor Capital Advisors Llc | Buy | +429 | +10.1% | 4,665 | $319.13K | Q2 2026 | Sep 03, 2026 |
| Allianz Asset Management Gmbh | Sell | -69,010 | -45.9% | 81,478 | $5.57M | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -29,807 | -3.7% | 783,265 | $53.68M | Q2 2026 | Aug 27, 2026 |
| Horan Wealth, Llc | Sell | -44 | -0.3% | 15,155 | $1.04M | Q2 2026 | Aug 26, 2026 |
| Tobias Financial Advisors, Inc. | Sell | -2,993 | -5.3% | 53,373 | $3.65M | Q2 2026 | Aug 25, 2026 |
| Serenity Investment Advisors | Buy | +10,670 | — | 10,670 | $710.81K | Q2 2026 | Aug 24, 2026 |
| Clifford Swan Investment Counsel Llc | Sell | -23,200 | -56.4% | 17,900 | $1.22M | Q2 2026 | Aug 20, 2026 |
| Rehmann Capital Advisory Group | Sell | -136 | -0.4% | 33,239 | $2.28M | Q2 2026 | Aug 20, 2026 |
| Field & Main Bank | Buy | +18,666 | +10.3% | 199,651 | $13.66M | Q2 2026 | Aug 19, 2026 |
| Mercer Global Advisors Inc | Buy | +17,506 | +4.2% | 435,970 | $29.82M | Q2 2026 | Aug 19, 2026 |
| Stock Yards Bank & Trust Co | Buy | +17,274 | +6.8% | 272,321 | $18.63M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Buy | +974 | +21.1% | 5,597 | $382.87K | Q2 2026 | Aug 19, 2026 |
| Wilson & Boucher Capital Management, Llc | Sell | -375 | -10.1% | 3,335 | $228.15K | Q2 2026 | Aug 19, 2026 |
| Archer Investment Corp | Buy | +126 | +76.4% | 291 | $19.91K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +67,073 | +33.3% | 268,729 | $18.38M | Q2 2026 | Aug 18, 2026 |
| Jdm Financial Group Llc | Buy | +8,144 | — | 8,144 | $557.13K | Q2 2026 | Aug 18, 2026 |
| Rakuten Investment Management, Inc. | Sell | -6,680 | -11.7% | 50,343 | $3.39M | Q2 2026 | Aug 18, 2026 |
| Glenview Trust Co | Sell | -632 | -0.5% | 118,375 | $8.10M | Q2 2026 | Aug 18, 2026 |
| Copia Wealth Management | Sell | -155 | -3.5% | 4,290 | $293.48K | Q2 2026 | Aug 18, 2026 |
| Leo H. Evart, Inc. | Buy | +1 | +0.5% | 183 | $12.53K | Q2 2026 | Aug 18, 2026 |
| Jefferies Financial Group Inc. | Sell | -220,604 | -85.8% | 36,565 | $2.50M | Q2 2026 | Aug 17, 2026 |
| Capstone Investment Advisors, Llc | Sell | -123,902 | -17.0% | 605,065 | $41.39M | Q2 2026 | Aug 17, 2026 |
| Integrated Investment Consultants, Llc | Buy | +62,435 | — | 62,435 | $4.27M | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Buy | +50,218 | +541.8% | 59,486 | $4.07M | Q2 2026 | Aug 17, 2026 |
| Camarda Financial Advisors, Llc | Buy | +49,150 | +92.1% | 102,543 | $7.01M | Q2 2026 | Aug 17, 2026 |
Frequently asked questions about EEM activity
Which institutional owners are buying EEM?
Institutional owners buying EEM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in EEM activity?
"Buy" means an investor increased their reported position in EEM compared to the prior reporting period. This reflects growing exposure to ISHARES MSCI EMERGING MARKET (EEM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in EEM increasing?
Institutional interest in EEM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.