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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
HCP
351
Hexagon Capital Partners
Arkansas
$2.58M +$2.5M +56,912 New
NEGWA
352
New England Guild Wealth Advisors
Connecticut
$2.57M -$195K -4,451 -7%
CLOS
353
Compagnie Lombard Odier SCmA
Switzerland
$2.55M -$142K -3,230 -5%
EWM
354
Evercore Wealth Management
New York
$2.53M -$186K -4,250 -7%
FC
355
Fusion Capital
South Carolina
$2.53M -$80.3K -1,830 -3%
CCWA
356
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.51M -$92.2K -2,101 -4%
AC
357
Abbrea Capital
California
$2.51M -$27.2K -620 -1%
DIP
358
DT Investment Partners
Pennsylvania
$2.51M
EWM
359
Endurance Wealth Management
Rhode Island
$2.48M
SC
360
Scotia Capital
Ontario, Canada
$2.46M +$77.3K +1,762 +3%
CIA
361
Capital Investment Advisors
Georgia
$2.43M -$21.6K -492 -0.9%
S
362
SignatureFD
Georgia
$2.41M -$220K -5,019 -8%
FAN
363
Financial Advisors Network
California
$2.41M -$116K -2,638 -5%
FMBTD
364
First Midwest Bank Trust Division
Illinois
$2.4M +$135K +3,079 +6%
OFG
365
Oxford Financial Group
Indiana
$2.4M -$282K -6,433 -11%
UR
366
USCA RIA
Texas
$2.37M +$315K +7,185 +15%
NEPWA
367
New England Private Wealth Advisors
Massachusetts
$2.35M
MIFH
368
Migdal Insurance & Financial Holdings
Israel
$2.34M +$62.7K +1,430 +3%
PA
369
Paracle Advisors
Washington
$2.33M -$34.3K -782 -1%
VOYA Investment Management
370
VOYA Investment Management
Georgia
$2.32M +$2.31M +52,719 New
CI Investments Inc
371
CI Investments Inc
Ontario, Canada
$2.31M +$1.05M +24,023 +85%
FB
372
Fulton Bank
Pennsylvania
$2.3M -$192K -4,367 -8%
AllianceBernstein
373
AllianceBernstein
Tennessee
$2.3M -$1.87M -42,622 -45%
ATC
374
Argent Trust Co
Tennessee
$2.29M -$103K -2,352 -4%
V
375
Veritable
Delaware
$2.29M -$89.8K -2,047 -4%

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.