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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
SAMT
526
Select Asset Management & Trust
Pennsylvania
$1.86M +$1.73M +36,000 New
OAM
527
Oppenheimer Asset Management
New York
$1.86M +$29.4K +612 +2%
MHIC
528
Marble Harbor Investment Counsel
Massachusetts
$1.83M +$21.6K +450 +1%
BHWM
529
Bar Harbor Wealth Management
New Hampshire
$1.82M -$3.27K -68 -0.2%
TI
530
Truepoint Inc
Ohio
$1.82M -$7.55K -157 -0.4%
MC
531
Middleton & Co
Massachusetts
$1.81M
PWLP
532
Prio Wealth Limited Partnership
Massachusetts
$1.78M
PI
533
PineBridge Investments
New York
$1.78M +$1.3M +27,044 +367%
DPI
534
Diversified Portfolios Inc
Michigan
$1.76M +$5.87K +122 +0.4%
BWAM
535
Boyd Watterson Asset Management
Ohio
$1.75M
BBA
536
BLB&B Advisors
Pennsylvania
$1.75M -$12.6K -262 -0.8%
EWA
537
Exencial Wealth Advisors
Oklahoma
$1.73M +$2.74K +57 +0.2%
GEA
538
Glen Eagle Advisors
New Jersey
$1.72M +$88.8K +1,846 +6%
JWCA
539
J.W. Cole Advisors
Florida
$1.72M +$207K +4,311 +15%
BWM
540
BT Wealth Management
Georgia
$1.7M +$5.14K +107 +0.3%
LFWA
541
LBJ Family Wealth Advisors
Texas
$1.7M +$12K +249 +0.8%
CF
542
Centaurus Financial
California
$1.7M +$1.26M +26,157 +392%
BOH
543
Bank of Hawaii
Hawaii
$1.68M -$9.33K -194 -0.6%
FMTC
544
Farmers & Merchants Trust Company
California
$1.68M -$4.81K -100 -0.3%
SIC
545
Shoker Investment Counsel
Ohio
$1.68M +$11.3K +235 +0.7%
CA
546
Cetera Advisors
Colorado
$1.66M -$618K -12,853 -29%
H
547
HoyleCohen
California
$1.65M +$22.9K +477 +2%
NA
548
NewEdge Advisors
Louisiana
$1.65M -$222K -4,612 -13%
IC
549
Intersect Capital
California
$1.64M +$90.5K +1,883 +6%
NA
550
Navellier & Associates
Nevada
$1.62M -$79.9K -1,661 -5%

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.