We are live on ! Find out more
EEM icon

iShares MSCI Emerging Markets ETF

1,114 hedge funds and large institutions have $16.8B invested in iShares MSCI Emerging Markets ETF in 2020 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 246 increasing their positions, 600 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $15.8B → $16.8B (+$996M)

3% less funds holding

Funds holding: 1,1441,114 (-30)

5.18% less ownership

Funds ownership: 81.61%76.43% (-5.2%)

11% less funds holding in top 10

Funds holding in top 10: 6255 (-7)

16% less first-time investments, than exits

New positions opened: 108 | Existing positions closed: 129

53% less call options, than puts

Call options by funds: $5.46B | Put options by funds: $11.5B

59% less repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 600

Holders
1,114
Holders Change
-30
Holders Change %
-2.62%
% of All Funds
22.84%
Holding in Top 10
55
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.29%
% of All Funds
1.13%
New
108
Increased
246
Reduced
600
Closed
129
Calls
$5.46B
Puts
$11.5B
Net Calls
-$6.04B
Net Calls Change
-$748M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
376
First Horizon Advisors
Tennessee
$2M -$246K -6,564 -12%
HFA
377
Hoover Financial Advisors
Pennsylvania
$2M +$1.87M +50,017 New
MGIA
378
Moneta Group Investment Advisors
Missouri
$1.97M -$93.5K -2,498 -5%
CAG
379
Crestwood Advisors Group
Massachusetts
$1.96M -$15.7M -419,320 -90%
WSTAM
380
Wilbanks Smith & Thomas Asset Management
Virginia
$1.96M -$997K -26,622 -35%
MS
381
Maven Securities
Jersey
$1.95M +$1.83M +48,761 New
CRC
382
Curi RMB Capital
Illinois
$1.95M +$1.24M +33,009 +211%
HIMC
383
Heritage Investors Management Corp
Maryland
$1.94M -$97.3K -2,598 -5%
EH
384
Equitable Holdings
New York
$1.94M -$432K -11,529 -19%
GLA
385
Great Lakes Advisors
Illinois
$1.93M -$1.01M -27,007 -36%
HCMT
386
Highland Capital Management (Tennessee)
Tennessee
$1.9M -$64K -1,710 -3%
FWCM
387
Ferguson Wellman Capital Management
Oregon
$1.89M -$152K -4,050 -8%
BAM
388
Belpointe Asset Management
Nevada
$1.89M +$205K +5,479 +13%
NL
389
NWAM LLC
Washington
$1.88M +$80.4K +2,147 +5%
CA
390
Clearstead Advisors
Ohio
$1.88M +$144K +3,843 +9%
XF
391
XML Financial
Maryland
$1.87M -$237K -6,325 -12%
UR
392
USCA RIA
Texas
$1.87M +$462K +12,351 +36%
SIC
393
Samalin Investment Counsel
New York
$1.86M -$30K -802 -2%
AWM
394
Argent Wealth Management
Massachusetts
$1.85M -$218K -5,830 -12%
OFS
395
Oldfather Financial Services
Nebraska
$1.85M +$65.3K +1,744 +4%
WF
396
Welch & Forbes
Massachusetts
$1.85M +$393K +10,495 +29%
IA
397
IFG Advisory
Georgia
$1.84M -$23.2K -621 -1%
B
398
Barings
North Carolina
$1.83M
IWA
399
Intercontinental Wealth Advisors
Texas
$1.83M -$292K -7,796 -15%
SCM
400
Stevens Capital Management
Pennsylvania
$1.81M +$1.7M +45,300 New

EEM Hedge Fund Activity: Q2 2020 in Review

1,114 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q2 2020, worth a combined $16.8B — up 6.3% from $15.8B a quarter earlier.

Sellers outnumbered buyers: 129 funds closed out of EEM and 108 opened new positions — a net loss of 21 holders — while 600 trimmed existing stakes and 246 added.

The largest buyer was JP Morgan Chase, adding an estimated $714M. The largest seller was Retirement Systems of Alabama, cutting an estimated $317M.

  • 1,114 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q2 2020, down from 1,144 in Q1 2020.
  • Funds reported $16.8B of iShares MSCI Emerging Markets ETF stock for Q2 2020, up 6.3% quarter-over-quarter.
  • 108 funds opened new iShares MSCI Emerging Markets ETF positions in Q2 2020 and 129 closed out, a net change of -21 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q2 2020 was JP Morgan Chase, an estimated $714M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q2 2020 was Retirement Systems of Alabama, an estimated $317M sold.

Based on aggregated 13F filings for Q2 2020.