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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
RIL
826
Rothschild Investment LLC
Illinois
$302K -$135K -3,616 -32%
GIA
827
Gladstone Institutional Advisory
Florida
$302K -$45.1K -1,204 -14%
HIIFS
828
Harel Insurance Investments & Financial Services
Israel
$302K -$24.3K -650 -8%
CIA
829
Choate Investment Advisors
Massachusetts
$301K -$1.28M -34,175 -82%
AIC
830
Ameritas Investment Company
Nebraska
$300K -$136K -3,644 -33%
RI
831
Ridgewood Investments
New Jersey
$300K
WA
832
Wealth Alliance
New York
$300K +$58.8K +1,572 +26%
RC
833
RegentAtlantic Capital
New Jersey
$295K -$46.5K -1,241 -14%
CS
834
Cannell & Spears
New York
$294K
AF
835
Alerus Financial
North Dakota
$292K
TAM
836
Taurus Asset Management
New York
$292K
COF
837
Capital One Financial
Virginia
$291K -$11.2K -300 -4%
AF
838
Advisornet Financial
Minnesota
$290K -$154K -4,125 -36%
ACI
839
Alpha Cubed Investments
California
$290K -$16.1K -430 -6%
MIC
840
Means Investment Company
Maine
$289K -$46.5K -1,241 -16%
LWM
841
Lenox Wealth Management
Ohio
$289K +$3.48K +93 +1%
PWM
842
PBMares Wealth Management
Virginia
$288K +$35.1K +939 +15%
SL
843
Stevard LLC
Illinois
$287K -$95.6K -2,554 -26%
HL
844
HeadInvest LLC
Maine
$287K
BDF
845
Balasa Dinverno & Foltz
$285K -$68.5K -1,829 -20%
NHC
846
Nicholas Hoffman & Company
Georgia
$284K
WQ
847
Wealth Quarterback
New Jersey
$283K -$164K -4,368 -38%
CWM
848
Connecticut Wealth Management
Connecticut
$283K +$265K +7,071 New
MMHP
849
Murphy Middleton Hinkle & Parker
Georgia
$282K
CF
850
Centaurus Financial
California
$280K -$35.9K -959 -12%

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.