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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
LGWM
451
Litman Gregory Wealth Management
California
$1.61M +$153K +3,492 +11%
HB
452
Homrich & Berg
Georgia
$1.59M
AB
453
Atlas Brown
Kentucky
$1.56M -$16.5K -375 -1%
OAM
454
Oppenheimer Asset Management
New York
$1.56M +$28.7K +655 +2%
TI
455
Truepoint Inc
Ohio
$1.56M +$6.36K +145 +0.4%
BHWM
456
Bar Harbor Wealth Management
New Hampshire
$1.55M -$34.6K -788 -2%
MC
457
Middleton & Co
Massachusetts
$1.54M
MHIC
458
Marble Harbor Investment Counsel
Massachusetts
$1.54M
PP
459
Patten & Patten
Tennessee
$1.53M -$148K -3,379 -9%
WIA
460
Wealthstreet Investment Advisors
Texas
$1.53M +$6.58K +150 +0.4%
Lido Advisors
461
Lido Advisors
California
$1.52M -$117K -2,672 -7%
PWLP
462
Prio Wealth Limited Partnership
Massachusetts
$1.52M -$1.89K -43 -0.1%
RT
463
Rockland Trust
Massachusetts
$1.51M -$230K -5,251 -13%
WB
464
WesBanco Bank
West Virginia
$1.51M +$1.27K +29 +0.1%
BBA
465
BLB&B Advisors
Pennsylvania
$1.5M
F
466
Filament
Washington
$1.5M
DPI
467
Diversified Portfolios Inc
Michigan
$1.5M +$793K +18,080 +114%
BWAM
468
Boyd Watterson Asset Management
Ohio
$1.49M
EH
469
Equitable Holdings
New York
$1.49M -$647K -14,752 -30%
EWA
470
Exencial Wealth Advisors
Oklahoma
$1.47M -$110K -2,496 -7%
BOS
471
Bank of Stockton
California
$1.47M +$117K +2,656 +9%
NA
472
Navellier & Associates
Nevada
$1.46M -$247K -5,623 -15%
BOH
473
Bank of Hawaii
Hawaii
$1.45M -$49K -1,116 -3%
Members Trust
474
Members Trust
Florida
$1.45M
BWM
475
BT Wealth Management
Georgia
$1.44M +$10.2K +232 +0.7%

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.