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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
SMF
376
Sterling Manor Financial
New York
$3.34M +$3.11M +64,597 New
HSA
377
HBK Sorce Advisory
Pennsylvania
$3.33M -$219K -4,559 -7%
PGWM
378
Parisi Gray Wealth Management
New Jersey
$3.33M +$37.4K +778 +1%
FC
379
Fusion Capital
South Carolina
$3.32M +$330K +6,872 +12%
FCFC
380
First Commonwealth Financial Corp
Pennsylvania
$3.29M -$407K -8,456 -12%
PFPT
381
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.29M +$22.7K +472 +0.7%
BG
382
Berry Group
Massachusetts
$3.28M +$102K +2,116 +3%
AC
383
Alexandria Capital
Virginia
$3.26M +$51.1K +1,062 +2%
PTC
384
Private Trust Company
Ohio
$3.2M +$926K +19,258 +45%
BCM
385
Brookstone Capital Management
Illinois
$3.2M +$2.26M +47,040 +315%
CH
386
Canton Hathaway
Rhode Island
$3.19M +$2.93M +61,000 +7,578%
PFM
387
Parsec Financial Management
North Carolina
$3.19M -$9.38K -195 -0.3%
MWM
388
Modera Wealth Management
New Jersey
$3.16M +$2.51M +52,258 +585%
ABC
389
Associated Banc-Corp
Wisconsin
$3.16M -$382K -7,944 -12%
CWA
390
Clarity Wealth Advisors
California
$3.15M +$501K +10,424 +21%
PA
391
Prism Advisors
California
$3.15M -$23.8K -496 -0.8%
BHIA
392
Birch Hill Investment Advisors
Massachusetts
$3.15M -$2.12K -44 -0.1%
CLOS
393
Compagnie Lombard Odier SCmA
Switzerland
$3.15M +$144K +3,000 +5%
NIM
394
Northeast Investment Management
Massachusetts
$3.15M -$53.1K -1,104 -2%
FI
395
FormulaFolio Investments
Michigan
$3.13M +$2.58M +53,685 +779%
RE
396
RBC Europe
United Kingdom
$3.12M -$111K -2,300 -4%
SC
397
Schoolcraft Capital
Colorado
$3.11M +$24.6K +512 +0.9%
PBCM
398
Point Break Capital Management
Florida
$3.1M +$2.89M +60,000 New
HB
399
Homrich & Berg
Georgia
$3.1M +$1.15M +23,912 +66%
PFT
400
Providence First Trust
Arizona
$3.06M +$1.88M +39,077 +194%

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.