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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
SS
551
Sunbelt Securities
Texas
$1.61M +$2.55K +53 +0.2%
BWA
552
BDO Wealth Advisors
Florida
$1.61M +$200K +4,152 +15%
Walleye Trading
553
Walleye Trading
New York
$1.6M +$1.49M +31,048 New
BAM
554
Barrett Asset Management
New York
$1.6M -$32.2K -670 -2%
NAM
555
Nationwide Asset Management
Ohio
$1.59M +$1.48M +30,800 New
KIM
556
Karpus Investment Management
New York
$1.59M +$15.1K +315 +1%
FA
557
Fiducient Advisors
Illinois
$1.59M +$1.48M +30,736 New
IA
558
IFP Advisors
Florida
$1.58M +$543K +11,293 +59%
CC
559
Courier Capital
New York
$1.58M +$653K +13,590 +80%
CCM
560
Covington Capital Management
California
$1.58M +$219K +4,553 +18%
BC
561
Bartlett & Co
Ohio
$1.57M -$3.13K -65 -0.2%
BCWM
562
Bartlett & Co Wealth Management
Ohio
$1.57M -$3.13K -65 -0.2%
ZCM
563
Ziegler Capital Management
Illinois
$1.56M
IBOK
564
Independence Bank of Kentucky
Kentucky
$1.56M +$359K +7,470 +33%
RFO
565
RiverGlades Family Offices
Florida
$1.56M -$2.29M -47,721 -61%
IWAG
566
Integer Wealth Advisors Group
Georgia
$1.56M +$148K +3,080 +12%
SLWA
567
San Luis Wealth Advisors
California
$1.56M +$1.45M +30,127 New
RT
568
Rockland Trust
Massachusetts
$1.55M -$200K -4,158 -12%
GSEP
569
Golden State Equity Partners
California
$1.55M +$1.45M +30,059 New
CRC
570
Curi RMB Capital
Illinois
$1.55M +$3.99K +83 +0.3%
WT
571
Washington Trust
Rhode Island
$1.54M -$144 -3 -0%
IWA
572
IBEX Wealth Advisors
New Jersey
$1.54M +$1.44M +29,846 New
RZH
573
Relyea Zuckerberg Hanson
Connecticut
$1.54M +$7.12K +148 +0.5%
WP
574
WealthShield Partners
North Carolina
$1.53M +$842K +17,507 +144%
Lido Advisors
575
Lido Advisors
California
$1.53M -$237K -4,928 -14%

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.