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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
SIC
376
Samalin Investment Counsel
New York
$2.29M +$236K +5,369 +12%
DWA
377
Dorsey Wright & Associates
California
$2.28M +$2.27M +51,653 New
HPC
378
HM Payson & Co
Maine
$2.27M -$30.7K -700 -1%
RJT
379
Raymond James Trust
Florida
$2.26M -$5.26K -120 -0.2%
WB
380
Webster Bank
Connecticut
$2.26M -$2.02K -46 -0.1%
CWM
381
Cranbrook Wealth Management
Michigan
$2.24M -$162K -3,688 -7%
CWA
382
Clarity Wealth Advisors
California
$2.23M +$748K +17,042 +51%
JG
383
Jefferies Group
New York
$2.23M +$180K +4,099 +9%
SWA
384
Sutton Wealth Advisors
Florida
$2.21M -$10K -228 -0.5%
PPFA
385
Provida Pension Fund Administrator
Chile
$2.2M -$1.11M -25,400 -33%
GLA
386
Great Lakes Advisors
Illinois
$2.2M +$63.4K +1,446 +3%
HFA
387
Hoover Financial Advisors
Pennsylvania
$2.18M -$22.2K -505 -1%
CAG
388
Crestwood Advisors Group
Massachusetts
$2.17M +$2.33K +53 +0.1%
JIC
389
Johnson Investment Counsel
Ohio
$2.17M -$94.3K -2,150 -4%
NL
390
NEPC LLC
Massachusetts
$2.15M +$227K +5,181 +12%
NL
391
NWAM LLC
Washington
$2.15M +$70.9K +1,617 +3%
TC
392
Telemus Capital
Michigan
$2.14M +$30.1K +685 +1%
MGIA
393
Moneta Group Investment Advisors
Missouri
$2.11M -$58.4K -1,330 -3%
HIMC
394
Heritage Investors Management Corp
Maryland
$2.08M -$63.1K -1,438 -3%
PFS
395
Prospera Financial Services
Texas
$2.08M +$1.38M +31,356 +199%
LSAG
396
Lake Street Advisors Group
New Hampshire
$2.07M -$264K -6,027 -11%
HCMT
397
Highland Capital Management (Tennessee)
Tennessee
$2.06M -$26.4K -601 -1%
CTC (Chicago Trading Company)
398
CTC (Chicago Trading Company)
Illinois
$2.06M -$2.04M -46,470 -50%
FHA
399
First Horizon Advisors
Tennessee
$2.06M -$150K -3,415 -7%
OFS
400
Oldfather Financial Services
Nebraska
$2.05M +$103K +2,357 +6%

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.