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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
AIA
276
Arrow Investment Advisors
Maryland
$6.08M -$3.15M -65,428 -36%
BSW
277
Buckingham Strategic Wealth
Missouri
$6.08M +$4.25M +88,334 +302%
DAS
278
Dynamic Advisor Solutions
Arizona
$6.05M +$401K +8,335 +8%
Cerity Partners
279
Cerity Partners
New York
$6.01M +$30.4K +633 +0.5%
AAS
280
Avantax Advisory Services
Texas
$5.97M -$9.2M -191,354 -62%
WSFS
281
Wilmington Savings Fund Society
Delaware
$5.94M -$170K -3,535 -3%
SAM
282
SP Asset Management
California
$5.88M +$48.9K +1,018 +1%
CHC
283
City Holding Co
West Virginia
$5.86M +$1.8M +37,465 +49%
FSWA
284
Financial Synergies Wealth Advisors
Texas
$5.86M -$503K -10,469 -8%
AL
285
Aspiriant LLC
California
$5.81M +$241K +5,009 +5%
VCM
286
Verger Capital Management
North Carolina
$5.78M -$29.3K -610 -0.5%
SIA
287
Strategic Investment Advisors
Michigan
$5.76M -$6.1M -126,856 -53%
APG
288
Abacus Planning Group
South Carolina
$5.7M -$19.9K -414 -0.4%
WPW
289
Waldron Private Wealth
Pennsylvania
$5.66M -$102K -2,123 -2%
CCT
290
Country Club Trust
Missouri
$5.57M -$228K -4,745 -4%
MIH
291
Meitav Investment House
Israel
$5.56M +$35.6K +740 +0.7%
UFA
292
US Financial Advisors
Massachusetts
$5.53M +$5.15M +107,018 New
SBH
293
Segall Bryant & Hamill
Illinois
$5.52M +$195K +4,061 +4%
Renaissance Technologies
294
Renaissance Technologies
New York
$5.48M -$14.4M -299,800 -74%
BFO
295
Boston Family Office
Massachusetts
$5.45M +$26.4K +550 +0.5%
ACM
296
Avalon Capital Management
California
$5.44M -$23.1K -481 -0.5%
FMC
297
First Merchants Corp
Indiana
$5.39M -$80.5K -1,674 -2%
FPCP
298
Fort Point Capital Partners
California
$5.36M +$369K +7,667 +8%
WCA
299
Windsor Creek Advisors
Vermont
$5.35M -$38.5K -800 -0.8%
FIB
300
First Interstate Bank
Montana
$5.33M -$137K -2,855 -3%

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.