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iShares MSCI Emerging Markets ETF

1,146 hedge funds and large institutions have $19.2B invested in iShares MSCI Emerging Markets ETF in 2020 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 278 increasing their positions, 506 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 66

18% more funds holding in top 10

Funds holding in top 10: 5565 (+10)

15% more capital invested

Capital invested by funds: $16.8B → $19.2B (+$2.47B)

4.64% more ownership

Funds ownership: 76.43%81.07% (+4.6%)

3% more funds holding

Funds holding: 1,1141,146 (+32)

45% less repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 506

49% less call options, than puts

Call options by funds: $6.41B | Put options by funds: $12.6B

Holders
1,146
Holders Change
+32
Holders Change %
+2.87%
% of All Funds
23.12%
Holding in Top 10
65
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+18.18%
% of All Funds
1.31%
New
112
Increased
278
Reduced
506
Closed
66
Calls
$6.41B
Puts
$12.6B
Net Calls
-$6.16B
Net Calls Change
-$125M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
226
Stratos Wealth Partners
Ohio
$5.98M -$149K -3,397 -2%
FDCDDQ
227
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.94M -$552K -12,586 -9%
SPIA
228
Steward Partners Investment Advisory
New York
$5.69M -$247K -5,635 -4%
Rockefeller Capital Management
229
Rockefeller Capital Management
New York
$5.69M -$825K -18,794 -13%
RSWM
230
Robertson Stephens Wealth Management
California
$5.68M -$1.15M -26,201 -17%
FAAS
231
First Allied Advisory Services
California
$5.64M +$2.12M +48,238 +60%
GFP
232
Gryphon Financial Partners
Ohio
$5.64M +$445K +10,151 +9%
ATFA
233
All Terrain Financial Advisors
Minnesota
$5.62M -$36.8K -838 -0.7%
New York State Common Retirement Fund
234
New York State Common Retirement Fund
New York
$5.54M
HAFS
235
Hapanowicz & Associates Financial Services
Pennsylvania
$5.52M -$449K -10,240 -8%
EDRH
236
Edmond de Rothschild Holding
Switzerland
$5.51M -$3.41M -77,712 -38%
VCA
237
Verdence Capital Advisors
Maryland
$5.47M +$253K +5,762 +5%
FSWA
238
Financial Synergies Wealth Advisors
Texas
$5.46M -$552K -12,590 -9%
BJL
239
Brighton Jones LLC
Washington
$5.43M -$49.9K -1,138 -0.9%
MG
240
McCutchen Group
Washington
$5.39M
LNC
241
Lincoln National Corp
Pennsylvania
$5.32M +$307K +6,996 +6%
BCIM
242
British Columbia Investment Management
British Columbia, Canada
$5.25M +$5.22M +119,000 +113,333%
WSFS
243
Wilmington Savings Fund Society
Delaware
$5.23M -$289K -6,586 -5%
Cerity Partners
244
Cerity Partners
New York
$5.1M -$14.8K -337 -0.3%
5L
245
55I LLC
Massachusetts
$5M +$573K +13,052 +13%
CCT
246
Country Club Trust
Missouri
$4.96M +$4.93M +112,478 New
VCM
247
Verger Capital Management
North Carolina
$4.96M
SAM
248
SP Asset Management
California
$4.94M -$13.4K -305 -0.3%
WPW
249
Waldron Private Wealth
Pennsylvania
$4.92M -$3.54M -80,750 -42%
APG
250
Abacus Planning Group
South Carolina
$4.88M -$115K -2,613 -2%

EEM Hedge Fund Activity: Q3 2020 in Review

1,146 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q3 2020, worth a combined $19.2B — up 15% from $16.8B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new EEM positions and 66 closed out — a net gain of 46 holders — while 278 added to existing stakes and 506 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $461M. The largest seller was Varma Mutual Pension Insurance Co, cutting an estimated $471M.

  • 1,146 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q3 2020, up from 1,114 in Q2 2020.
  • Funds reported $19.2B of iShares MSCI Emerging Markets ETF stock for Q3 2020, up 15% quarter-over-quarter.
  • 112 funds opened new iShares MSCI Emerging Markets ETF positions in Q3 2020 and 66 closed out, a net change of +46 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q3 2020 was Royal Bank of Canada, an estimated $461M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q3 2020 was Varma Mutual Pension Insurance Co, an estimated $471M sold.

Based on aggregated 13F filings for Q3 2020.