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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
PWA
876
Peterson Wealth Advisors
Utah
$295K
Squarepoint
877
Squarepoint
New York
$295K +$294K +6,693 New
KPWS
878
Kestra Private Wealth Services
Texas
$295K +$294K +6,697 New
HBT
879
Hills Bank & Trust
Iowa
$294K -$75.3K -1,717 -20%
CF
880
Centaurus Financial
California
$294K -$14.2K -324 -5%
MSA
881
Mason Street Advisors
Wisconsin
$291K -$1.36M -30,919 -82%
FFA
882
First Foundation Advisors
California
$291K -$51.5K -1,174 -15%
EWMCB
883
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$291K
IC
884
Inverness Counsel
New York
$291K
PAIM
885
Punch & Associates Investment Management
Minnesota
$291K
PFO
886
Pathstone Family Office
New Jersey
$291K +$7.24K +165 +3%
PPCM
887
Pillar Pacific Capital Management
California
$290K -$12K -273 -4%
ADL
888
Asset Dedication LLC
California
$290K +$233K +5,311 +422%
CTA
889
Colonial Trust Advisors
South Carolina
$289K -$15.4K -350 -5%
COF
890
Capital One Financial
Virginia
$288K -$32.4K -738 -10%
BG
891
Bahl & Gaynor
Ohio
$288K +$8.78K +200 +3%
NPF
892
Norris Perne & French
Michigan
$288K +$43.9K +1,000 +18%
AWS
893
AJ Wealth Strategies
New York
$286K
FFN
894
Focus Financial Network
Minnesota
$285K +$11.8K +269 +4%
PAM
895
Palisade Asset Management
Minnesota
$285K -$4.39K -100 -2%
PFA
896
Pure Financial Advisors
California
$284K -$8.47K -193 -3%
WQ
897
Wealth Quarterback
New Jersey
$283K
HVIA
898
Hudson Valley Investment Advisors
New York
$283K +$132 +3 +0%
AIFAIM
899
American Institute for Advanced Investment Management
Arizona
$278K
WAM
900
Wealthspire Advisors (Maryland)
Maryland
$273K -$566K -12,898 -68%

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.