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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
BAM
401
Belpointe Asset Management
Nevada
$2.04M -$41.8K -952 -2%
WF
402
Welch & Forbes
Massachusetts
$2.01M -$28.5K -650 -1%
GIA
403
GHP Investment Advisors
Colorado
$2.01M -$248K -5,663 -11%
PVH
404
Psagot Value Holdings
Israel
$2M -$2.39M -54,584 -55%
IA
405
IFG Advisory
Georgia
$2M -$29.4K -670 -1%
CA
406
Cetera Advisors
Colorado
$1.98M +$1.08M +24,723 +122%
FEG
407
Fund Evaluation Group
Ohio
$1.97M -$1.23M -28,110 -39%
XF
408
XML Financial
Maryland
$1.96M -$96.5K -2,199 -5%
WSTAM
409
Wilbanks Smith & Thomas Asset Management
Virginia
$1.95M -$210K -4,789 -10%
CSIC
410
Clifford Swan Investment Counsel
California
$1.95M +$649K +14,800 +50%
AAM
411
Aureus Asset Management
Massachusetts
$1.92M
BRWA
412
B. Riley Wealth Advisors
Florida
$1.91M +$636K +14,488 +49%
Wealth Enhancement Advisory Services
413
Wealth Enhancement Advisory Services
Minnesota
$1.91M +$293K +6,668 +19%
SBL
414
Sargent Bickham Lagudis
Colorado
$1.91M +$1.25M +28,425 +192%
RSVP
415
Ramsay Stattman Vela & Price
Colorado
$1.9M +$25.9K +590 +1%
PRWA
416
Platte River Wealth Advisors
Colorado
$1.89M -$256K -5,840 -12%
PTC
417
Private Trust Company
Ohio
$1.88M -$23.7K -540 -1%
MLIC
418
Mandatum Life Insurance Company
Finland
$1.88M
WOA
419
Water Oak Advisors
Florida
$1.88M +$1.87M +42,537 New
SCA
420
STALEY CAPITAL ADVISERS
Pennsylvania
$1.86M
NFG
421
NewFocus Financial Group
Washington
$1.86M -$409K -9,315 -18%
LDB
422
Lee, Danner & Bass
Tennessee
$1.85M +$407K +9,285 +28%
FWCM
423
Ferguson Wellman Capital Management
Oregon
$1.84M -$242K -5,525 -12%
IWA
424
Intercontinental Wealth Advisors
Texas
$1.84M -$177K -4,035 -9%
Massachusetts Financial Services
425
Massachusetts Financial Services
Massachusetts
$1.83M +$1.82M +41,546 New

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.