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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
PG
476
Prostatis Group
Maryland
$2.25M +$2.1M +43,587 New
FEG
477
Fund Evaluation Group
Ohio
$2.25M -$52.7K -1,096 -2%
AAM
478
Aureus Asset Management
Massachusetts
$2.25M
CSIC
479
Clifford Swan Investment Counsel
California
$2.24M -$46.1K -959 -2%
Mercer Global Advisors
480
Mercer Global Advisors
Colorado
$2.23M +$789K +16,412 +61%
OGF
481
Orin Green Financial
California
$2.22M +$2.06M +42,903 New
CG
482
Castellan Group
Kentucky
$2.22M +$2.06M +42,900 New
RSVP
483
Ramsay Stattman Vela & Price
Colorado
$2.21M -$16.1K -335 -0.8%
MLIC
484
Mandatum Life Insurance Company
Finland
$2.21M
XF
485
XML Financial
Maryland
$2.2M -$90.3K -1,877 -4%
LNWTC
486
Laird Norton Wetherby Trust Company
Washington
$2.2M +$2.05M +42,563 New
TPCW
487
TD Private Client Wealth
New York
$2.19M +$859K +17,863 +73%
SCA
488
STALEY CAPITAL ADVISERS
Pennsylvania
$2.18M
IFWM
489
Institute for Wealth Management
Colorado
$2.18M +$274K +5,697 +16%
FHA
490
First Horizon Advisors
Tennessee
$2.17M -$219K -4,545 -10%
LB
491
Legacy Bridge
Iowa
$2.16M +$1.21M +25,160 +151%
CI Investments Inc
492
CI Investments Inc
Ontario, Canada
$2.15M -$511K -10,623 -20%
CT
493
Coastline Trust
Rhode Island
$2.14M +$47.7K +992 +2%
FWCM
494
Ferguson Wellman Capital Management
Oregon
$2.13M -$26K -540 -1%
HT
495
Heritage Trust
Oklahoma
$2.11M +$184K +3,829 +10%
NFG
496
NewFocus Financial Group
Washington
$2.11M -$68.9K -1,433 -3%
MS
497
Maven Securities
Jersey
$2.1M +$1.95M +40,537 New
MAM
498
Marquette Asset Management
Minnesota
$2.09M
PGFC
499
Peapack-Gladstone Financial Corp
New Jersey
$2.08M +$103K +2,150 +6%
RIM
500
Rakuten Investment Management
Japan
$2.08M -$43.3K -900 -2%

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.