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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
CWM
801
Cedar Wealth Management
California
$662K +$38.5K +800 +7%
CFGS
802
Concourse Financial Group Securities
Alabama
$659K -$23.3K -484 -4%
BC
803
Burleson & Co
California
$655K -$103K -2,141 -14%
IFAM
804
Institutional & Family Asset Management
Colorado
$651K +$578K +12,023 +2,073%
FANJ
805
Financial Architects (New Jersey)
New Jersey
$645K -$26.3K -547 -4%
QI
806
QS Investors
New York
$645K +$600K +12,479 New
CT
807
Columbia Trust
Oregon
$645K +$601K +12,493 New
EW
808
Emerson Wealth
Michigan
$640K -$82.2K -1,710 -3%
NSIM
809
North Star Investment Management
Illinois
$637K +$673 +14 +0.1%
SIC
810
Sigma Investment Counselors
Michigan
$634K +$304K +6,328 +107%
HTC
811
Haverford Trust Company
Pennsylvania
$630K +$4.13K +86 +0.7%
SCM
812
Snow Capital Management
Pennsylvania
$629K
DSC
813
Duncker Streett & Co
Missouri
$626K -$70.6K -1,469 -11%
SAMC
814
Spectrum Asset Management (California)
California
$621K +$578K +12,012 New
CCM
815
Canal Capital Management
Virginia
$618K +$10.1K +210 +2%
GLA
816
Good Life Advisors
Pennsylvania
$615K +$30.7K +639 +6%
MCM
817
Murphy Capital Management
New Jersey
$612K -$58.5K -1,216 -9%
JF
818
JSF Financial
California
$610K
CL
819
Choreo LLC
Illinois
$605K
SSB
820
Sandy Spring Bank
Maryland
$604K -$7.98K -166 -1%
GTAM
821
Global Trust Asset Management
Florida
$603K +$48.8K +1,014 +10%
BHB
822
Bank Hapoalim BM
Israel
$598K -$20.5K -426 -4%
GWM
823
Greenwich Wealth Management
Connecticut
$598K -$1.15K -24 -0.2%
SFA
824
Sequoia Financial Advisors
Ohio
$598K +$25.2K +525 +5%
FA
825
FDx Advisors
Illinois
$597K -$224K -4,654 -29%

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.