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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
SIC
501
Salem Investment Counselors
North Carolina
$2.06M -$15.1K -313 -0.8%
CFO
502
Colony Family Offices
North Carolina
$2.05M +$1.91M +39,729 New
AB
503
Atlas Brown
Kentucky
$2.02M +$180K +3,753 +11%
PFA
504
Pathway Financial Advisors
Vermont
$2.02M +$20.2K +420 +1%
BRWA
505
B. Riley Wealth Advisors
Florida
$2.02M -$252K -5,251 -12%
EHC
506
Everett Harris & Co
California
$2.01M -$13.3K -277 -0.7%
FWIA
507
Fort Washington Investment Advisors
Ohio
$2.01M +$14.4K +300 +0.8%
CPO
508
Cerity Partners OCIO
New York
$2M -$79.8K -1,660 -4%
MPW
509
MA Private Wealth
California
$1.99M +$28.2K +587 +2%
IWA
510
Intercontinental Wealth Advisors
Texas
$1.98M -$165K -3,430 -8%
MCM
511
Manchester Capital Management
Vermont
$1.95M
LA
512
Latitude Advisors
Florida
$1.95M +$1.81M +37,671 New
IIA
513
IPG Investment Advisors
California
$1.94M +$6.06K +126 +0.3%
CCM
514
Colorado Capital Management
Colorado
$1.94M -$16.7K -348 -0.9%
SWM
515
SeaCrest Wealth Management
New York
$1.93M +$1.2M +24,886 +199%
CAM
516
ClariVest Asset Management
California
$1.93M +$226K +4,700 +14%
WA
517
Waverly Advisors
Alabama
$1.93M +$75.2K +1,563 +5%
SJIM
518
St. Johns Investment Management
Florida
$1.92M +$1.79M +37,222 New
PAMP
519
Polar Asset Management Partners
Ontario, Canada
$1.91M +$1.78M +37,019 New
AIM
520
ARGA Investment Management
Connecticut
$1.89M +$1.76M +36,567 New
PA
521
Procyon Advisors
Connecticut
$1.89M -$8.41K -175 -0.5%
AWA
522
Arkadios Wealth Advisors
Georgia
$1.89M +$1.6M +33,318 +1,045%
LGWM
523
Litman Gregory Wealth Management
California
$1.89M
TWM
524
Titus Wealth Management
California
$1.87M -$19K -396 -1%
SWA
525
SOA Wealth Advisors
New York
$1.87M +$1.57M +32,671 New

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.