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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
TH
301
TCTC Holdings
Texas
$5.29M +$35.5K +739 +0.7%
ECG
302
Edge Capital Group
Georgia
$5.26M +$87.8K +1,827 +2%
CCM
303
Coldstream Capital Management
Washington
$5.25M +$27.4K +570 +0.6%
BWP
304
BSW Wealth Partners
Colorado
$5.24M +$8.7K +181 +0.2%
FPS
305
Fieldpoint Private Securities
Connecticut
$5.23M +$32.6K +677 +0.7%
SNT
306
Security National Trust
West Virginia
$5.23M +$56.7K +1,180 +1%
NB
307
NBT Bank
New York
$5.14M -$40.1K -833 -0.8%
NAM
308
NorthCoast Asset Management
Connecticut
$5.11M +$152K +3,159 +3%
SBL
309
Sargent Bickham Lagudis
Colorado
$5.09M +$2.65M +55,194 +128%
CFA
310
Camarda Financial Advisors
Florida
$5.08M +$4.73M +98,407 New
GWM
311
Geneos Wealth Management
Colorado
$5.08M +$1.63M +33,891 +55%
SW
312
SteelPeak Wealth
California
$5.04M -$363K -7,543 -7%
5L
313
55I LLC
Massachusetts
$5.02M -$780K -16,226 -14%
SCM
314
SCS Capital Management
Massachusetts
$4.89M +$593K +12,326 +15%
SFG
315
Summit Financial Group
West Virginia
$4.88M +$520K +10,818 +13%
AHC
316
Adell Harriman & Carpenter
Texas
$4.78M -$225K -4,682 -5%
WAS
317
Wealth Advisory Solutions
Indiana
$4.76M -$72.1K -1,500 -2%
PAI
318
Pittenger & Anderson Inc
Nebraska
$4.71M +$137K +2,850 +3%
BFG
319
Baron Financial Group
New Jersey
$4.7M -$79.6K -1,655 -2%
Simplex Trading
320
Simplex Trading
Illinois
$4.66M +$4.34M +90,216 New
LNWWM
321
Laird Norton Wetherby Wealth Management
California
$4.62M +$336K +6,990 +8%
CAPTRUST Financial Advisors
322
CAPTRUST Financial Advisors
North Carolina
$4.59M +$427K +8,876 +11%
RPSA
323
Richard P. Slaughter Associates
Texas
$4.59M +$4.27M +88,802 New
AMG
324
Asset Management Group
Connecticut
$4.58M +$24.3K +506 +0.6%
PA
325
Parallel Advisors
California
$4.54M +$594K +12,359 +16%

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.