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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
CCM
426
Colorado Capital Management
Colorado
$1.53M -$52.3K -1,397 -4%
IFWM
427
Institute for Wealth Management
Colorado
$1.52M +$149K +3,987 +12%
MCM
428
Manchester Capital Management
Vermont
$1.51M
APA
429
American Portfolios Advisors
New York
$1.51M -$88.7K -2,370 -6%
Wealth Enhancement Advisory Services
430
Wealth Enhancement Advisory Services
Minnesota
$1.51M +$322K +8,595 +33%
MSA
431
Mason Street Advisors
Wisconsin
$1.5M -$385K -10,280 -22%
IIA
432
IPG Investment Advisors
California
$1.49M -$58.7K -1,569 -4%
Lido Advisors
433
Lido Advisors
California
$1.49M -$262K -7,010 -16%
PFA
434
Pathway Financial Advisors
Vermont
$1.49M
HT
435
Heritage Trust
Oklahoma
$1.49M -$3.59K -96 -0.3%
TWM
436
Titus Wealth Management
California
$1.48M -$1.72K -46 -0.1%
11A
437
10-15 Associates
New York
$1.47M +$22.8K +610 +2%
BHWM
438
Bar Harbor Wealth Management
New Hampshire
$1.44M -$201K -5,358 -13%
HB
439
Homrich & Berg
Georgia
$1.44M -$9.47K -253 -0.7%
JIR
440
James Investment Research
Ohio
$1.44M -$305K -8,142 -18%
AB
441
Atlas Brown
Kentucky
$1.43M +$4.53K +121 +0.3%
EWA
442
Exencial Wealth Advisors
Oklahoma
$1.43M +$40.7K +1,086 +3%
BC
443
Brinker Capital
Pennsylvania
$1.41M -$1.68M -44,980 -56%
WA
444
Waverly Advisors
Alabama
$1.41M -$76.6K -2,045 -6%
TI
445
Truepoint Inc
Ohio
$1.41M -$20.2K -540 -2%
MC
446
Middleton & Co
Massachusetts
$1.4M -$55.2K -1,475 -4%
MHIC
447
Marble Harbor Investment Counsel
Massachusetts
$1.4M +$213K +5,700 +19%
OAM
448
Oppenheimer Asset Management
New York
$1.39M -$17.5K -467 -1%
WIA
449
Wealthstreet Investment Advisors
Texas
$1.39M
BAMG
450
Brand Asset Management Group
Missouri
$1.38M +$37 +1 +0%

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.