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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
IFG
626
Independent Financial Group
California
$1.28M -$56.4K -1,173 -5%
HAC
627
Harbor Advisory Corp
New Hampshire
$1.28M +$151K +3,134 +14%
FNBOO
628
First National Bank of Omaha
Nebraska
$1.28M -$107K -2,226 -8%
W
629
WealthOne
New York
$1.28M +$18.7K +389 +2%
CWM
630
Chesapeake Wealth Management
Virginia
$1.27M -$2.69K -56 -0.2%
RMC
631
Regis Management Company
California
$1.27M
NCM
632
Noesis Capital Mangement
Florida
$1.26M +$198K +4,120 +20%
AA
633
Ancora Advisors
Ohio
$1.26M +$534K +11,105 +83%
CI
634
CAZ Investments
Texas
$1.26M -$774K -16,100 -40%
BIA
635
BHK Investment Advisors
Alabama
$1.25M -$3.41K -71 -0.3%
AIA
636
Angeles Investment Advisors
California
$1.25M
DHFB
637
Dixon Hubard Feinour & Brown
Virginia
$1.25M
FFG
638
Frisch Financial Group
New York
$1.25M +$84.1K +1,750 +8%
CBFP
639
Cedar Brook Financial Partners
Ohio
$1.24M +$11.4K +238 +1%
AFP
640
Ausdal Financial Partners
Iowa
$1.23M -$6.3K -131 -0.5%
HCP
641
Holt Capital Partners
Texas
$1.23M
TAM
642
Tocqueville Asset Management
New York
$1.23M +$17.9K +372 +2%
OWA
643
Octavia Wealth Advisors
Ohio
$1.22M +$1.14M +23,692 New
DC
644
Davenport & Co
Virginia
$1.21M +$30.6K +637 +3%
CI
645
Conning Inc
Connecticut
$1.21M
CAM
646
Carret Asset Management
New York
$1.2M -$20K -415 -2%
Arrowstreet Capital
647
Arrowstreet Capital
Massachusetts
$1.2M -$1.86M -38,707 -63%
HTC
648
Hershey Trust Company
Pennsylvania
$1.2M +$493K +10,250 +79%
EVM
649
Evelyn V. Moreno
$1.19M -$19.2K -400 -2%
OAM
650
Occidental Asset Management
California
$1.18M +$1.1M +22,870 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.