We are live on ! Find out more
EEM icon

iShares MSCI Emerging Markets ETF

1,114 hedge funds and large institutions have $16.8B invested in iShares MSCI Emerging Markets ETF in 2020 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 246 increasing their positions, 600 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $15.8B → $16.8B (+$996M)

3% less funds holding

Funds holding: 1,1441,114 (-30)

5.18% less ownership

Funds ownership: 81.61%76.43% (-5.2%)

11% less funds holding in top 10

Funds holding in top 10: 6255 (-7)

16% less first-time investments, than exits

New positions opened: 108 | Existing positions closed: 129

53% less call options, than puts

Call options by funds: $5.46B | Put options by funds: $11.5B

59% less repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 600

Holders
1,114
Holders Change
-30
Holders Change %
-2.62%
% of All Funds
22.84%
Holding in Top 10
55
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.29%
% of All Funds
1.13%
New
108
Increased
246
Reduced
600
Closed
129
Calls
$5.46B
Puts
$11.5B
Net Calls
-$6.04B
Net Calls Change
-$748M
Name Holding Trade Value Shares
Change
Change in
Stake
RCA
626
Resonant Capital Advisors
Wisconsin
$659K -$219K -5,863 -26%
SWM
627
SeaCrest Wealth Management
New York
$659K +$26.4K +706 +4%
Chevy Chase Trust
628
Chevy Chase Trust
Maryland
$657K -$1.3M -34,621 -68%
MAP
629
Managed Asset Portfolios
Michigan
$655K +$163K +4,350 +36%
AFAS
630
Acorn Financial Advisory Services
Virginia
$653K -$26.1K -696 -4%
MFW
631
Meristem Family Wealth
Minnesota
$653K +$374 +10 +0.1%
LIA
632
LS Investment Advisors
Michigan
$652K -$588K -15,717 -49%
SFS
633
Summit Financial Strategies
Ohio
$650K +$90.1K +2,408 +17%
KPCM
634
Kings Point Capital Management
New York
$649K -$18K -480 -3%
PCG
635
Private Capital Group
Connecticut
$646K -$119K -3,169 -16%
OR
636
Olympiad Research
Connecticut
$646K -$8.31K -222 -1%
AAM
637
Alphadyne Asset Management
New York
$644K +$416K +11,100 +222%
OWP
638
Obermeyer Wealth Partners
Colorado
$643K +$3.41K +91 +0.6%
SCM
639
Stordahl Capital Management
Colorado
$639K -$65.3K -1,744 -10%
CA
640
Calton & Associates
Florida
$636K -$826K -22,074 -58%
DDPIC
641
Deroy & Devereaux Private Investment Counsel
Michigan
$634K -$37.3K -996 -6%
DPI
642
Diversified Portfolios Inc
Michigan
$633K +$348K +9,291 +142%
PFS
643
Prospera Financial Services
Texas
$629K -$10.8K -288 -2%
RBC
644
Roble Belko & Company
Pennsylvania
$625K -$37 -1 -0%
TCPWM
645
Traverso Chambers Private Wealth Management
California
$619K
FMWA
646
Forvis Mazars Wealth Advisors
Missouri
$616K +$1.83K +49 +0.3%
PA
647
Pinnacle Associates
New York
$614K -$257K -6,866 -31%
CI
648
Cordant Inc
Oregon
$614K -$10.8K -288 -2%
MYIA
649
Mount Yale Investment Advisors
Colorado
$612K +$39.9K +1,067 +8%
TPCW
650
TD Private Client Wealth
New York
$610K +$177K +4,725 +45%

EEM Hedge Fund Activity: Q2 2020 in Review

1,114 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q2 2020, worth a combined $16.8B — up 6.3% from $15.8B a quarter earlier.

Sellers outnumbered buyers: 129 funds closed out of EEM and 108 opened new positions — a net loss of 21 holders — while 600 trimmed existing stakes and 246 added.

The largest buyer was JP Morgan Chase, adding an estimated $714M. The largest seller was Retirement Systems of Alabama, cutting an estimated $317M.

  • 1,114 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q2 2020, down from 1,144 in Q1 2020.
  • Funds reported $16.8B of iShares MSCI Emerging Markets ETF stock for Q2 2020, up 6.3% quarter-over-quarter.
  • 108 funds opened new iShares MSCI Emerging Markets ETF positions in Q2 2020 and 129 closed out, a net change of -21 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q2 2020 was JP Morgan Chase, an estimated $714M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q2 2020 was Retirement Systems of Alabama, an estimated $317M sold.

Based on aggregated 13F filings for Q2 2020.