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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
EE
601
EWG Elevate
California
$1.39M +$1.07M +22,189 +465%
SPC
602
Sigma Planning Corp
Michigan
$1.39M +$410K +8,527 +46%
NFG
603
Next Financial Group
Texas
$1.39M +$57.9K +1,205 +5%
LFAS
604
Level Four Advisory Services
Texas
$1.38M -$45.1K -938 -3%
IP
605
Intellectus Partners
California
$1.37M -$3.46K -72 -0.3%
BFS
606
Bradley Foster & Sargent
Connecticut
$1.37M +$270K +5,615 +27%
MLFP
607
MPS Loria Financial Planners
Illinois
$1.36M -$20.3K -423 -2%
PWM
608
Palumbo Wealth Management
New York
$1.36M +$1.27M +26,341 New
Carson Wealth (CWM LLC)
609
Carson Wealth (CWM LLC)
Nebraska
$1.36M
AI
610
Atria Investments
North Carolina
$1.35M +$1.25M +26,076 New
TF
611
Tompkins Financial
New York
$1.33M -$40.6K -844 -3%
SCA
612
Snowden Capital Advisors
New York
$1.33M +$1.24M +25,790 New
TNB
613
Thomasville National Bank
Georgia
$1.32M -$6.88K -143 -0.6%
FHA
614
Flagship Harbor Advisors
Massachusetts
$1.31M +$427K +8,887 +54%
RMC
615
Resources Management Corp
Connecticut
$1.31M -$96.8K -2,014 -7%
NWM
616
Northwest Wealth Management
Iowa
$1.31M -$64.9K -1,350 -5%
SC
617
Steph & Co
Wisconsin
$1.3M +$42.6K +887 +4%
TIM
618
Thornburg Investment Management
New Mexico
$1.3M +$1.21M +25,229 New
SAG
619
Spotlight Asset Group
Illinois
$1.3M -$34.3K -713 -3%
Members Trust
620
Members Trust
Florida
$1.3M -$369K -7,674 -23%
VSWA
621
Vontobel Swiss Wealth Advisors
Switzerland
$1.29M +$721K +15,000 +150%
OIA
622
OneDigital Investment Advisors
Kansas
$1.29M +$217K +4,511 +22%
JF
623
Jump Financial
Illinois
$1.29M +$1.2M +24,926 New
HCM
624
Hollencrest Capital Management
California
$1.28M +$55.8K +1,160 +5%
EAM
625
Evanson Asset Management
California
$1.28M +$82.5K +1,716 +7%

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.