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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
CBB
776
Citizens Business Bank
California
$735K -$4.18K -87 -0.6%
HA
777
HYA Advisors
Missouri
$734K +$3.8K +79 +0.6%
SC
778
Savant Capital
Illinois
$731K +$101K +2,110 +18%
LFA
779
Legacy Financial Advisors
Kentucky
$730K -$3.41K -71 -0.5%
SWA
780
Sightline Wealth Advisors
Connecticut
$730K +$679K +14,126 New
ACS
781
Archford Capital Strategies
Illinois
$725K -$64.9K -1,350 -9%
MFG
782
Merit Financial Group
Georgia
$724K -$9.38K -195 -1%
KJHP
783
K.J. Harrison & Partners
Ontario, Canada
$723K +$673K +14,000 New
PCIA
784
Prime Capital Investment Advisors
Kansas
$722K +$25.8K +537 +4%
AWC
785
Abundance Wealth Counselors
Pennsylvania
$718K -$18.7K -388 -3%
NCM
786
Narwhal Capital Management
Georgia
$710K
CB
787
Cadence Bank
Mississippi
$709K +$23.3K +485 +4%
SCA
788
Stonebridge Capital Advisors
Minnesota
$706K
PA
789
Perennial Advisors
New York
$705K +$9.62K +200 +1%
AAA
790
Adams Asset Advisors
Texas
$690K
EFS
791
Essex Financial Services
Connecticut
$688K +$307K +6,395 +92%
CWA
792
Capital Wealth Alliance
Arizona
$687K +$596K +12,396 New
QCG
793
Quadrant Capital Group
Ohio
$682K -$190K -3,958 -23%
WFA
794
Wipfli Financial Advisors
Wisconsin
$682K +$635K +13,199 New
AWA
795
Aaron Wealth Advisors
Illinois
$681K +$634K +13,180 New
WFA
796
Wade Financial Advisory
California
$677K
FWC
797
First Washington Corp
Washington
$676K
TFA
798
Tobias Financial Advisors
Florida
$667K
PWA
799
Physician Wealth Advisors
Utah
$665K -$47.3K -983 -8%
MBT
800
Montecito Bank & Trust
California
$664K +$15K +311 +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.