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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
RCA
751
Resonant Capital Advisors
Wisconsin
$787K -$60.3K -1,254 -8%
HH
752
Hilltop Holdings
Texas
$786K +$272K +5,663 +59%
HWA
753
Heartwood Wealth Advisors
Virginia
$783K +$81.3K +1,691 +13%
KPCM
754
Kings Point Capital Management
New York
$782K -$36.7K -764 -5%
WC
755
Woodstock Corp
Massachusetts
$774K +$720K +14,971 New
AFAS
756
Acorn Financial Advisory Services
Virginia
$773K -$65.6K -1,365 -8%
FMWA
757
Forvis Mazars Wealth Advisors
Missouri
$770K -$23.7K -493 -3%
CA
758
Calton & Associates
Florida
$768K -$34.6K -719 -5%
BCA
759
Bay Colony Advisors
Massachusetts
$766K -$27.9K -581 -4%
SCM
760
SOL Capital Management
Maryland
$760K
GPA
761
Guidance Point Advisors
Massachusetts
$760K +$1.49K +31 +0.2%
BB
762
Berkshire Bank
Massachusetts
$758K -$181K -3,771 -20%
FFN
763
Focus Financial Network
Minnesota
$757K +$394K +8,189 +127%
CWP
764
Capital Wealth Planning
Florida
$756K +$651K +13,541 New
CW
765
CreativeOne Wealth
Kansas
$752K +$699K +14,540 New
SAM
766
Silvercrest Asset Management
New York
$751K +$5.58K +116 +0.8%
COCM
767
Charter Oak Capital Management
New Hampshire
$748K +$696K +14,482 New
PA
768
Pinnacle Associates
New York
$746K +$36.1K +750 +5%
KA
769
Klingman & Associates
New York
$745K +$60.5K +1,258 +10%
MCM
770
Monarch Capital Management
Indiana
$744K +$19.1K +397 +3%
DI
771
Disciplined Investments
Oklahoma
$743K -$13.7K -284 -2%
RBC
772
Roble Belko & Company
Pennsylvania
$740K -$62.7K -1,304 -8%
RCWMU
773
Rothschild & Co Wealth Management (UK)
United Kingdom
$739K -$73.3K -1,525 -10%
BWM
774
BigSur Wealth Management
Florida
$739K
SLT
775
St Louis Trust
Missouri
$737K +$4.18K +87 +0.6%

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.