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iShares MSCI Emerging Markets ETF

1,146 hedge funds and large institutions have $19.2B invested in iShares MSCI Emerging Markets ETF in 2020 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 278 increasing their positions, 506 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 66

18% more funds holding in top 10

Funds holding in top 10: 5565 (+10)

15% more capital invested

Capital invested by funds: $16.8B → $19.2B (+$2.47B)

4.64% more ownership

Funds ownership: 76.43%81.07% (+4.6%)

3% more funds holding

Funds holding: 1,1141,146 (+32)

45% less repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 506

49% less call options, than puts

Call options by funds: $6.41B | Put options by funds: $12.6B

Holders
1,146
Holders Change
+32
Holders Change %
+2.87%
% of All Funds
23.12%
Holding in Top 10
65
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+18.18%
% of All Funds
1.31%
New
112
Increased
278
Reduced
506
Closed
66
Calls
$6.41B
Puts
$12.6B
Net Calls
-$6.16B
Net Calls Change
-$125M
Name Holding Trade Value Shares
Change
Change in
Stake
ACI
851
Alpha Cubed Investments
California
$319K
HL
852
HeadInvest LLC
Maine
$317K
PWM
853
PBMares Wealth Management
Virginia
$316K -$2.19K -50 -0.7%
NHC
854
Nicholas Hoffman & Company
Georgia
$313K
NWP
855
Northstar Wealth Partners
Connecticut
$312K -$191K -4,352 -38%
Credit Agricole
856
Credit Agricole
France
$311K +$131K +2,990 +74%
PFA
857
Paradigm Financial Advisors
Missouri
$309K -$71.1K -1,620 -19%
ASA
858
Armstrong Shaw Associates
Connecticut
$309K
RC
859
RegentAtlantic Capital
New Jersey
$308K -$17.8K -405 -5%
MIC
860
Means Investment Company
Maine
$306K -$8.91K -203 -3%
MMHP
861
Murphy Middleton Hinkle & Parker
Georgia
$305K -$5.26K -120 -2%
EFS
862
Essex Financial Services
Connecticut
$305K +$304K +6,925 New
CWP
863
CFM Wealth Partners
Texas
$304K -$30K -684 -9%
SFG
864
Sowa Financial Group
Rhode Island
$304K
VCAM
865
Van Cleef Asset Management
Ohio
$304K
FI
866
FormulaFolio Investments
Michigan
$304K +$302K +6,892 New
BAM
867
Blueshift Asset Management
New Jersey
$303K +$302K +6,876 New
RW
868
REDW Wealth
New Mexico
$302K
AIC
869
Ameritas Investment Company
Nebraska
$300K
FIM
870
Fernwood Investment Management
Massachusetts
$299K -$76.5K -1,743 -20%
FLA
871
Financial Life Advisors
Texas
$299K +$298K +6,801 New
HHAM
872
HITE Hedge Asset Management
Massachusetts
$298K
WP
873
WMS Partners
Maryland
$298K
MFGP
874
Marshall Financial Group (Pennsylvania)
Pennsylvania
$297K
TSWM
875
Triangle Securities Wealth Management
North Carolina
$296K

EEM Hedge Fund Activity: Q3 2020 in Review

1,146 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q3 2020, worth a combined $19.2B — up 15% from $16.8B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new EEM positions and 66 closed out — a net gain of 46 holders — while 278 added to existing stakes and 506 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $461M. The largest seller was Varma Mutual Pension Insurance Co, cutting an estimated $471M.

  • 1,146 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q3 2020, up from 1,114 in Q2 2020.
  • Funds reported $19.2B of iShares MSCI Emerging Markets ETF stock for Q3 2020, up 15% quarter-over-quarter.
  • 112 funds opened new iShares MSCI Emerging Markets ETF positions in Q3 2020 and 66 closed out, a net change of +46 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q3 2020 was Royal Bank of Canada, an estimated $461M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q3 2020 was Varma Mutual Pension Insurance Co, an estimated $471M sold.

Based on aggregated 13F filings for Q3 2020.