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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
H
476
HoyleCohen
California
$1.26M -$218K -5,815 -16%
GEA
477
Glen Eagle Advisors
New Jersey
$1.26M +$22.3K +595 +2%
JFG
478
JMG Financial Group
Illinois
$1.25M -$1.58M -42,123 -57%
PCA
479
Peddock Capital Advisors
Massachusetts
$1.24M -$79.3K -2,119 -6%
VA
480
Valmark Advisers
Ohio
$1.24M +$143K +3,812 +14%
IP
481
Intellectus Partners
California
$1.24M -$54.6K -1,458 -5%
SS
482
Sunbelt Securities
Texas
$1.23M -$4.29M -114,506 -79%
BOS
483
Bank of Stockton
California
$1.22M -$86.7K -2,316 -7%
FCBT
484
First Citizens Bank & Trust
North Carolina
$1.22M +$1.14M +30,406 New
GAM
485
Gould Asset Management
California
$1.21M -$11.2K -300 -1%
IC
486
Intersect Capital
California
$1.21M -$13.3K -356 -1%
BIA
487
BHK Investment Advisors
Alabama
$1.21M -$56.1K -1,498 -5%
CI
488
Conning Inc
Connecticut
$1.21M
FTI
489
Fiduciary Trust International
Massachusetts
$1.2M -$338K -9,023 -23%
BCM
490
BlueCrest Capital Management
Jersey
$1.2M +$1.12M +30,010 New
BRWA
491
B. Riley Wealth Advisors
Florida
$1.19M +$178K +4,758 +19%
JWCA
492
J.W. Cole Advisors
Florida
$1.19M +$693K +18,500 +164%
BC
493
Bartlett & Co
Ohio
$1.19M +$37.6K +1,005 +4%
BCWM
494
Bartlett & Co Wealth Management
Ohio
$1.19M +$37.6K +1,005 +4%
BSW
495
Buckingham Strategic Wealth
Missouri
$1.18M -$1.12M -29,940 -50%
CSIC
496
Clifford Swan Investment Counsel
California
$1.18M +$82.4K +2,200 +8%
HCM
497
Hollencrest Capital Management
California
$1.16M -$20.7K -554 -2%
Cetera Investment Advisers
498
Cetera Investment Advisers
Illinois
$1.16M -$82.4K -2,200 -7%
TA
499
Trellis Advisors
Washington
$1.15M
REMPR
500
Roof Eidam Maycock Peralta (REMP)
California
$1.14M -$156K -4,160 -13%

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.