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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
AIM
851
AMI Investment Management
Indiana
$531K
LPT
852
Legacy Private Trust
Wisconsin
$531K
MSAM
853
Moloney Securities Asset Management
Missouri
$530K +$65.9K +1,371 +15%
PCA
854
Personal Capital Advisors
California
$529K +$13.1K +272 +3%
SFG
855
Sage Financial Group
Pennsylvania
$529K +$492K +10,231 New
GSWM
856
Golden State Wealth Management
California
$528K -$41.4K -860 -8%
PPW
857
Parcion Private Wealth
Washington
$528K -$37.7K -785 -7%
RG
858
Rikoon Group
New Mexico
$527K
MC
859
Moors & Cabot
Massachusetts
$527K +$2.21K +46 +0.5%
AOWM
860
Alpha Omega Wealth Management
Virginia
$527K +$23.2K +482 +5%
OC
861
Oarsman Capital
Wisconsin
$524K +$3.03K +63 +0.6%
DT
862
Diversified Trust
Tennessee
$523K +$144 +3 +0%
ACM
863
AUA Capital Management
Pennsylvania
$522K +$2.45K +51 +0.5%
OPS
864
Orion Portfolio Solutions
Nebraska
$520K +$91.8K +1,909 +23%
TI
865
Telemetry Investments
New York
$517K +$481K +10,000 New
BBHC
866
Brown Brothers Harriman & Co
New York
$513K +$111K +2,305 +30%
GC
867
Globeflex Capital
California
$511K
SQA
868
Simon Quick Advisors
New Jersey
$510K +$4.81K +100 +1%
ECM
869
Evergreen Capital Management
Washington
$509K +$74.5K +1,550 +19%
FG
870
Foster Group
Iowa
$509K +$487K +10,135 New
CCFCSB
871
Cape Cod Five Cents Savings Bank
Massachusetts
$507K -$9.81K -204 -2%
WA
872
WESPAC Advisors
California
$500K +$44.4K +924 +11%
KCM
873
Kanawha Capital Management
Virginia
$498K -$12.7K -265 -3%
CAL
874
Capital Advisors Ltd
Ohio
$493K -$3.9K -81 -0.8%
BSAM
875
Blue Sky Asset Management
Colorado
$492K +$424K +8,818 New

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.