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iShares MSCI Emerging Markets ETF

1,114 hedge funds and large institutions have $16.8B invested in iShares MSCI Emerging Markets ETF in 2020 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 246 increasing their positions, 600 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $15.8B → $16.8B (+$996M)

3% less funds holding

Funds holding: 1,1441,114 (-30)

5.18% less ownership

Funds ownership: 81.61%76.43% (-5.2%)

11% less funds holding in top 10

Funds holding in top 10: 6255 (-7)

16% less first-time investments, than exits

New positions opened: 108 | Existing positions closed: 129

53% less call options, than puts

Call options by funds: $5.46B | Put options by funds: $11.5B

59% less repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 600

Holders
1,114
Holders Change
-30
Holders Change %
-2.62%
% of All Funds
22.84%
Holding in Top 10
55
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.29%
% of All Funds
1.13%
New
108
Increased
246
Reduced
600
Closed
129
Calls
$5.46B
Puts
$11.5B
Net Calls
-$6.04B
Net Calls Change
-$748M
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
801
Fernwood Investment Management
Massachusetts
$340K -$249K -6,645 -44%
MSAM
802
Moloney Securities Asset Management
Missouri
$340K -$83.8K -2,238 -21%
MPPLM
803
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$339K -$2.76M -73,848 -97%
WI
804
Wintrust Investments
Illinois
$339K +$95.1K +2,540 +43%
GPWA
805
Great Point Wealth Advisors
Massachusetts
$338K
HBT
806
Hills Bank & Trust
Iowa
$336K -$9.51K -254 -3%
MMG
807
Monetary Management Group
Missouri
$335K +$7.49K +200 +2%
KL
808
KWMG LLC
Kansas
$335K +$42.3K +1,130 +16%
OPS
809
Orion Portfolio Solutions
Nebraska
$332K -$113K -3,013 -27%
OL
810
Optas LLC
Texas
$330K -$5.2K -139 -2%
CB
811
Community Bank
New York
$330K +$96.1K +2,567 +45%
FWP
812
FAS Wealth Partners
Kansas
$324K -$2.02K -54 -0.7%
GA
813
GFS Advisors
Texas
$320K -$776K -20,740 -72%
Kovitz Investment Group Partners
814
Kovitz Investment Group Partners
Illinois
$319K +$112K +3,000 +60%
PG
815
Proffitt & Goodson
Tennessee
$317K -$92.1K -2,460 -24%
FAIM
816
Financial Advocates Investment Management
Washington
$315K -$1.04M -27,689 -78%
BCM
817
Boltwood Capital Management
California
$314K +$294K +7,848 New
FNBSF
818
First National Bank Sioux Falls
South Dakota
$313K
GC
819
Gibson Capital
Pennsylvania
$311K
FFA
820
First Foundation Advisors
California
$311K +$65.4K +1,746 +29%
FA
821
Faithward Advisors
Pennsylvania
$310K -$87.1K -2,327 -23%
BCI
822
Brinker Capital Investments
Pennsylvania
$310K
SG
823
StoneX Group
New York
$307K +$3K +80 +1%
CWP
824
CFM Wealth Partners
Texas
$303K -$115K -3,085 -29%
BAS
825
Brown Advisory Securities
Maryland
$302K -$681K -18,200 -72%

EEM Hedge Fund Activity: Q2 2020 in Review

1,114 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q2 2020, worth a combined $16.8B — up 6.3% from $15.8B a quarter earlier.

Sellers outnumbered buyers: 129 funds closed out of EEM and 108 opened new positions — a net loss of 21 holders — while 600 trimmed existing stakes and 246 added.

The largest buyer was JP Morgan Chase, adding an estimated $714M. The largest seller was Retirement Systems of Alabama, cutting an estimated $317M.

  • 1,114 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q2 2020, down from 1,144 in Q1 2020.
  • Funds reported $16.8B of iShares MSCI Emerging Markets ETF stock for Q2 2020, up 6.3% quarter-over-quarter.
  • 108 funds opened new iShares MSCI Emerging Markets ETF positions in Q2 2020 and 129 closed out, a net change of -21 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q2 2020 was JP Morgan Chase, an estimated $714M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q2 2020 was Retirement Systems of Alabama, an estimated $317M sold.

Based on aggregated 13F filings for Q2 2020.