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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
AAM
726
Autus Asset Management
Arizona
$849K +$28.4K +590 +4%
WS
727
Wedbush Securities
California
$846K +$257K +5,335 +48%
FA
728
FMA Advisory
Pennsylvania
$846K +$409K +8,510 +108%
SCA
729
St. Clair Advisors
Ohio
$846K +$787K +16,366 New
GAM
730
Gould Asset Management
California
$844K -$159K -3,310 -17%
SWA
731
SFMG Wealth Advisors
Texas
$844K
LIA
732
LS Investment Advisors
Michigan
$842K -$144 -3 -0%
SFS
733
Summit Financial Strategies
Ohio
$842K +$1.88K +39 +0.2%
DWT
734
Dorsey & Whitney Trust
South Dakota
$838K -$28.2K -587 -3%
MSAGDF
735
Moneda SA Administradora General de Fondos
Chile
$826K -$646K -13,442 -46%
MAP
736
Managed Asset Portfolios
Michigan
$826K -$19.2K -400 -2%
ODG
737
O'Dell Group
Ohio
$821K +$29.7K +618 +4%
BWM
738
Bulltick Wealth Management
Florida
$820K +$763K +15,864 New
DDPIC
739
Deroy & Devereaux Private Investment Counsel
Michigan
$819K +$289 +6 +0%
SCM
740
Stordahl Capital Management
Colorado
$815K -$1.06K -22 -0.1%
MFW
741
Meristem Family Wealth
Minnesota
$802K +$769 +16 +0.1%
WA
742
Wambolt & Associates
Colorado
$802K +$746K +15,517 New
TCPWM
743
Traverso Chambers Private Wealth Management
California
$800K
JIP
744
Jaffetilchin Investment Partners
Florida
$799K +$744K +15,470 New
AF
745
Allworth Financial
California
$796K +$32.8K +683 +5%
AIS
746
American Investment Services
Massachusetts
$792K -$37K -769 -5%
CIM
747
Contravisory Investment Management
Massachusetts
$791K -$3.37K -70 -0.5%
CI
748
Cordant Inc
Oregon
$791K
MYIA
749
Mount Yale Investment Advisors
Colorado
$789K -$962 -20 -0.1%
VFA
750
Voya Financial Advisors
Connecticut
$788K +$60.4K +1,256 +9%

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.