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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
JIC
451
Johnson Investment Counsel
Ohio
$2.49M -$45.3K -943 -2%
SFS
452
Sowell Financial Services
Arkansas
$2.47M +$449K +9,330 +24%
SWA
453
Sax Wealth Advisors
New Jersey
$2.47M +$2.3M +47,850 New
FAIM
454
Financial Advocates Investment Management
Washington
$2.47M -$997K -20,726 -35%
TIAM2
455
Tru Independence Asset Management 2
Oregon
$2.47M +$2.3M +47,809 New
TC
456
Telemus Capital
Michigan
$2.47M +$36.3K +755 +2%
APA
457
American Portfolios Advisors
New York
$2.46M +$527K +10,954 +30%
SMC
458
Smith, Moore & Co
Missouri
$2.44M -$2.14M -44,523 -48%
LSAG
459
Lake Street Advisors Group
New Hampshire
$2.44M +$8.22K +171 +0.4%
PRWA
460
Platte River Wealth Advisors
Colorado
$2.42M -$866 -18 -0%
WSTAM
461
Wilbanks Smith & Thomas Asset Management
Virginia
$2.4M +$104K +2,159 +5%
GIA
462
GHP Investment Advisors
Colorado
$2.39M +$35.1K +730 +2%
HCMT
463
Highland Capital Management (Tennessee)
Tennessee
$2.39M -$28.9K -601 -1%
CAG
464
Crestwood Advisors Group
Massachusetts
$2.38M -$143K -2,978 -6%
DWA
465
Dorsey Wright & Associates
California
$2.37M -$275K -5,711 -11%
WF
466
Welch & Forbes
Massachusetts
$2.37M +$19.2K +400 +0.9%
MGIA
467
Moneta Group Investment Advisors
Missouri
$2.35M -$112K -2,337 -5%
HIMC
468
Heritage Investors Management Corp
Maryland
$2.33M -$96.2K -2,000 -4%
AC
469
Annandale Capital
Texas
$2.33M +$2.16M +45,012 New
IA
470
IFG Advisory
Georgia
$2.33M -$14.7K -306 -0.7%
NL
471
NWAM LLC
Washington
$2.32M -$180K -3,749 -8%
PP
472
Patten & Patten
Tennessee
$2.3M +$469K +9,760 +28%
HFA
473
Hoover Financial Advisors
Pennsylvania
$2.29M -$382K -7,937 -16%
DIP
474
DT Investment Partners
Pennsylvania
$2.29M -$613K -12,750 -22%
Legal & General Group
475
Legal & General Group
United Kingdom
$2.27M -$2.02M -42,000 -49%

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.