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iShares MSCI Emerging Markets ETF

1,315 hedge funds and large institutions have $26.8B invested in iShares MSCI Emerging Markets ETF in 2020 Q4 according to their latest regulatory filings, with 250 funds opening new positions, 457 increasing their positions, 404 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more first-time investments, than exits

New positions opened: 250 | Existing positions closed: 60

39% more capital invested

Capital invested by funds: $19.2B → $26.8B (+$7.58B)

35% more funds holding in top 10

Funds holding in top 10: 6588 (+23)

15% more funds holding

Funds holding: 1,1461,315 (+169)

13.84% more ownership

Funds ownership: 81.07%94.9% (+14%)

13% more repeat investments, than reductions

Existing positions increased: 457 | Existing positions reduced: 404

40% less call options, than puts

Call options by funds: $9.46B | Put options by funds: $15.8B

Holders
1,315
Holders Change
+169
Holders Change %
+14.75%
% of All Funds
23.27%
Holding in Top 10
88
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+35.38%
% of All Funds
1.56%
New
250
Increased
457
Reduced
404
Closed
60
Calls
$9.46B
Puts
$15.8B
Net Calls
-$6.37B
Net Calls Change
-$207M
Name Holding Trade Value Shares
Change
Change in
Stake
BBNA
251
Bremer Bank National Association
Minnesota
$7.3M -$217K -4,522 -3%
EA
252
Efficient Advisors
Ohio
$7.23M -$715K -14,876 -10%
AWM
253
Affinity Wealth Management
Delaware
$7.22M +$6.29M +130,754 New
VCA
254
Verdence Capital Advisors
Maryland
$7.2M +$729K +15,159 +12%
SWP
255
Stratos Wealth Partners
Ohio
$7.12M +$102K +2,122 +2%
AW
256
ACG Wealth
Georgia
$7.11M -$2.26M -46,928 -25%
SWM
257
Southern Wealth Management
Texas
$7.08M +$67K +1,393 +1%
BIM
258
Bridges Investment Management
Nebraska
$6.89M -$543K -11,301 -8%
WMSA
259
Weiss Multi-Strategy Advisers
New York
$6.79M +$6.32M +131,511 New
FNBT
260
FineMark National Bank & Trust
Florida
$6.79M -$510K -10,612 -7%
RSWM
261
Robertson Stephens Wealth Management
California
$6.75M +$84.9K +1,766 +1%
SCM
262
Stevens Capital Management
Pennsylvania
$6.63M -$986K -20,500 -14%
BCM
263
BlueCrest Capital Management
Jersey
$6.62M +$4.72M +98,080 +327%
EDRH
264
Edmond de Rothschild Holding
Switzerland
$6.59M +$122K +2,538 +2%
Point72 Asset Management
265
Point72 Asset Management
Connecticut
$6.55M +$2.97M +61,800 +95%
Rockefeller Capital Management
266
Rockefeller Capital Management
New York
$6.51M -$142K -2,944 -2%
GFP
267
Gryphon Financial Partners
Ohio
$6.49M -$110K -2,297 -2%
HAFS
268
Hapanowicz & Associates Financial Services
Pennsylvania
$6.4M -$60.5K -1,258 -1%
CT
269
Cambridge Trust
Massachusetts
$6.38M -$685K -14,256 -10%
MG
270
McCutchen Group
Washington
$6.32M
CWP
271
Corepath Wealth Partners
Arizona
$6.3M +$5.85M +121,594 New
BJL
272
Brighton Jones LLC
Washington
$6.26M -$92.8K -1,931 -2%
RA
273
Reby Advisors
Connecticut
$6.23M +$5.8M +120,521 New
Mitsubishi UFJ Asset Management
274
Mitsubishi UFJ Asset Management
Japan
$6.2M +$2.7M +56,146 +88%
LSA
275
L & S Advisors
California
$6.19M +$5.76M +119,816 New

EEM Hedge Fund Activity: Q4 2020 in Review

1,315 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q4 2020, worth a combined $26.8B — up 39% from $19.2B a quarter earlier.

Buyers outnumbered sellers: 250 funds opened new EEM positions and 60 closed out — a net gain of 190 holders — while 457 added to existing stakes and 404 trimmed.

The largest buyer was Varma Mutual Pension Insurance Co, adding an estimated $464M. The largest seller was Bank of America, cutting an estimated $428M.

  • 1,315 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q4 2020, up from 1,146 in Q3 2020.
  • Funds reported $26.8B of iShares MSCI Emerging Markets ETF stock for Q4 2020, up 39% quarter-over-quarter.
  • 250 funds opened new iShares MSCI Emerging Markets ETF positions in Q4 2020 and 60 closed out, a net change of +190 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q4 2020 was Varma Mutual Pension Insurance Co, an estimated $464M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q4 2020 was Bank of America, an estimated $428M sold.

Based on aggregated 13F filings for Q4 2020.