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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
BIG
676
Boothe Investment Group
Delaware
$1.07M +$3.27K +68 +0.3%
IWM
677
IHT Wealth Management
Illinois
$1.07M +$327K +6,808 +49%
DIA
678
Dana Investment Advisors
Wisconsin
$1.05M +$182K +3,778 +23%
KPWS
679
Kestra Private Wealth Services
Texas
$1.05M +$655K +13,620 +203%
SAM
680
Smithbridge Asset Management
Pennsylvania
$1.05M -$81.7K -1,700 -8%
PWAC
681
Private Wealth Advisors (California)
California
$1.04M +$918K +19,097 New
TCOO
682
Trust Company of Oklahoma
Oklahoma
$1.04M
PIMG
683
Patriot Investment Management Group
Tennessee
$1.04M -$126K -2,619 -12%
RC
684
RBF Capital
California
$1.03M +$962K +20,000 New
PAM
685
Peak Asset Management
Colorado
$1.02M -$7.69K -160 -0.8%
CWC
686
Carolinas Wealth Consulting
North Carolina
$1.02M -$166K -3,452 -15%
HI
687
Hudock Inc
Pennsylvania
$1.02M +$7.98K +166 +0.8%
WAP
688
Wealthcare Advisory Partners
Pennsylvania
$1.02M -$306K -6,372 -24%
Balyasny Asset Management
689
Balyasny Asset Management
Illinois
$1.02M +$948K +19,717 New
SWPG
690
Strategic Wealth Partners Group
Illinois
$1M -$219K -4,558 -19%
BWCS
691
Beirne Wealth Consulting Services
Connecticut
$998K -$96 -2 -0%
OIA
692
Optimum Investment Advisors
Illinois
$993K +$122K +2,544 +15%
WPP
693
Whalerock Point Partners
Rhode Island
$993K +$883K +18,363 +2,138%
CT
694
Caldwell Trust
Florida
$985K +$49.5K +1,030 +6%
MA
695
Mutual Advisors
Nebraska
$975K -$23K -479 -2%
MG
696
Mather Group
Illinois
$973K -$181K -3,761 -17%
NS
697
Newman & Schimel
Illinois
$970K +$752K +15,639 New
SIS
698
SVB Investment Services
Utah
$965K
AWM
699
Aries Wealth Management
Maine
$963K
CCA
700
Clearwater Capital Advisors
Illinois
$957K +$9.62K +200 +1%

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.