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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
S
401
SignatureFD
Georgia
$3.04M +$198K +4,121 +8%
FMBTD
402
First Midwest Bank Trust Division
Illinois
$3.04M +$210K +4,377 +8%
CCFM
403
Clear Creek Financial Management
Washington
$3.03M +$2.83M +58,909 New
SIGI
404
Susquehanna International Group (Ireland)
Ireland
$3.03M +$2.82M +58,706 New
CAG
405
Csenge Advisory Group
Florida
$3.03M +$2.82M +58,672 New
PWM
406
Perigon Wealth Management
California
$3.02M -$145K -3,019 -5%
SS
407
Simplicity Solutions
Minnesota
$3M +$1.75M +36,308 +166%
FCI
408
Financial Counselors Inc
Kansas
$3M -$26.2K -545 -0.9%
HCP
409
Hexagon Capital Partners
Arkansas
$2.94M
TRCT
410
Tower Research Capital (TRC)
New York
$2.92M -$29.6M -614,896 -92%
CCWA
411
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.91M -$37.6K -782 -1%
EWM
412
Endurance Wealth Management
Rhode Island
$2.89M -$7.16K -149 -0.3%
IWP
413
Innova Wealth Partners
Pennsylvania
$2.88M +$2.68M +55,840 New
AFS
414
Aft Forsyth & Sober
Florida
$2.87M +$2.67M +55,600 New
TFS
415
TrustCore Financial Services
Tennessee
$2.86M -$459K -9,556 -15%
IWC
416
Integrated Wealth Concepts
Massachusetts
$2.86M +$788K +16,385 +42%
AC
417
Abbrea Capital
California
$2.85M -$92K -1,914 -3%
CIA
418
Capital Investment Advisors
Georgia
$2.83M -$8.85K -184 -0.3%
FNT
419
First National Trust
Pennsylvania
$2.83M +$1.59M +33,141 +154%
WB
420
Webster Bank
Connecticut
$2.82M +$156K +3,250 +6%
FAN
421
Financial Advisors Network
California
$2.8M -$25.1K -522 -1%
NEPWA
422
New England Private Wealth Advisors
Massachusetts
$2.79M +$31.5K +655 +1%
SSG
423
Summit Securities Group
New York
$2.79M +$2.6M +54,000 New
MIFH
424
Migdal Insurance & Financial Holdings
Israel
$2.74M
OFG
425
Oxford Financial Group
Indiana
$2.73M -$67.8K -1,410 -3%

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.