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iShares MSCI Emerging Markets ETF

1,146 hedge funds and large institutions have $19.2B invested in iShares MSCI Emerging Markets ETF in 2020 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 278 increasing their positions, 506 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 66

18% more funds holding in top 10

Funds holding in top 10: 5565 (+10)

15% more capital invested

Capital invested by funds: $16.8B → $19.2B (+$2.47B)

4.64% more ownership

Funds ownership: 76.43%81.07% (+4.6%)

3% more funds holding

Funds holding: 1,1141,146 (+32)

45% less repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 506

49% less call options, than puts

Call options by funds: $6.41B | Put options by funds: $12.6B

Holders
1,146
Holders Change
+32
Holders Change %
+2.87%
% of All Funds
23.12%
Holding in Top 10
65
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+18.18%
% of All Funds
1.31%
New
112
Increased
278
Reduced
506
Closed
66
Calls
$6.41B
Puts
$12.6B
Net Calls
-$6.16B
Net Calls Change
-$125M
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
676
Legacy Financial Advisors
Kentucky
$626K
MFG
677
Merit Financial Group
Georgia
$626K +$117K +2,666 +23%
SLT
678
St Louis Trust
Missouri
$625K
HA
679
HYA Advisors
Missouri
$623K -$8.78K -200 -1%
MCM
680
Monarch Capital Management
Indiana
$617K -$40.4K -921 -6%
IWM
681
IHT Wealth Management
Illinois
$610K -$39.7K -906 -6%
VFA
682
Voya Financial Advisors
Connecticut
$607K -$363K -8,283 -37%
NCM
683
Narwhal Capital Management
Georgia
$606K -$1.97K -45 -0.3%
PA
684
Pinnacle Associates
New York
$603K -$73.3K -1,671 -11%
SCA
685
Stonebridge Capital Advisors
Minnesota
$603K -$33.3K -759 -5%
PAS
686
Partnervest Advisory Services
California
$603K -$14K -318 -2%
CBT
687
Capital Bank & Trust
California
$600K
DSC
688
Duncker Streett & Co
Missouri
$599K
LWCFA
689
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$594K +$150K +3,430 +34%
PA
690
Perennial Advisors
New York
$593K +$24.4K +555 +4%
HWA
691
Heartwood Wealth Advisors
Virginia
$593K +$64.2K +1,464 +12%
PCIA
692
Prime Capital Investment Advisors
Kansas
$592K -$171K -3,900 -23%
AAA
693
Adams Asset Advisors
Texas
$589K
Charles Schwab
694
Charles Schwab
California
$586K +$172K +3,926 +42%
AA
695
Ancora Advisors
Ohio
$586K +$190K +4,335 +48%
CFGS
696
Concourse Financial Group Securities
Alabama
$584K -$52.8K -1,204 -8%
CB
697
Cadence Bank
Mississippi
$584K
HIA
698
Harbor Investment Advisory
Maryland
$583K -$35.1K -801 -6%
State of Wisconsin Investment Board
699
State of Wisconsin Investment Board
Wisconsin
$582K +$579K +13,200 New
KA
700
Klingman & Associates
New York
$581K +$120K +2,729 +26%

EEM Hedge Fund Activity: Q3 2020 in Review

1,146 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q3 2020, worth a combined $19.2B — up 15% from $16.8B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new EEM positions and 66 closed out — a net gain of 46 holders — while 278 added to existing stakes and 506 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $461M. The largest seller was Varma Mutual Pension Insurance Co, cutting an estimated $471M.

  • 1,146 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q3 2020, up from 1,114 in Q2 2020.
  • Funds reported $19.2B of iShares MSCI Emerging Markets ETF stock for Q3 2020, up 15% quarter-over-quarter.
  • 112 funds opened new iShares MSCI Emerging Markets ETF positions in Q3 2020 and 66 closed out, a net change of +46 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q3 2020 was Royal Bank of Canada, an estimated $461M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q3 2020 was Varma Mutual Pension Insurance Co, an estimated $471M sold.

Based on aggregated 13F filings for Q3 2020.