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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
OWP
701
Obermeyer Wealth Partners
Colorado
$957K +$50.9K +1,059 +6%
EIA
702
Eldridge Investment Advisors
New Hampshire
$953K +$25.1K +521 +3%
NCG
703
Newport Capital Group
New Jersey
$951K +$886K +18,422 New
FTC
704
Farmers Trust Company
Ohio
$949K
PCM
705
Perritt Capital Management
Illinois
$926K -$11.4K -237 -1%
ATPW
706
Ashton Thomas Private Wealth
Arizona
$918K +$593K +12,325 +226%
GRP
707
Global Retirement Partners
California
$914K -$49.3K -1,026 -5%
RA
708
Resolute Advisors
California
$905K +$842K +17,513 New
SFSIG
709
San Francisco Sentry Investment Group
California
$898K +$757K +15,753 +965%
SWM
710
Soundmark Wealth Management
Washington
$894K +$832K +17,295 New
BC
711
Burney Company
Virginia
$892K -$41.8K -870 -5%
RCM
712
RB Capital Management
Nevada
$888K -$10.8K -224 -1%
AIM
713
Acropolis Investment Management
Missouri
$888K -$7.74K -161 -0.9%
CBT
714
Capital Bank & Trust
California
$888K +$171K +3,561 +26%
CCA
715
Cobblestone Capital Advisors
New York
$884K -$12.9K -268 -2%
FCA
716
FinTrust Capital Advisors
South Carolina
$884K
EGA
717
E&G Advisors
Texas
$873K
NPT
718
Nixon Peabody Trust
Massachusetts
$869K -$32.5K -675 -4%
Kayne Anderson Rudnick Investment Management
719
Kayne Anderson Rudnick Investment Management
California
$869K +$10.4K +216 +1%
PJB
720
Paul John Balson
California
$861K +$343K +7,135 +75%
WWM
721
Western Wealth Management
Colorado
$859K -$481 -10 -0.1%
HIA
722
Harbor Investment Advisory
Maryland
$854K +$159K +3,304 +25%
KWM
723
Kingsview Wealth Management
Oregon
$854K +$795K +16,524 New
TC
724
TAP Consulting
Missouri
$853K -$23.1K -481 -3%
FSA
725
Financial Services Advisory
Maryland
$853K -$12.9K -268 -2%

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.