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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
CCP
876
Corient Capital Partners
California
$491K
LWANC
877
Laurel Wealth Advisors (North Carolina)
North Carolina
$489K +$2.45K +51 +0.5%
KL
878
KWMG LLC
Kansas
$488K +$48.9K +1,018 +12%
JAG
879
Journey Advisory Group
Kentucky
$488K +$454K +9,440 New
MIC
880
Means Investment Company
Maine
$487K +$98.3K +2,044 +32%
FAT
881
First American Trust
California
$486K +$166K +3,447 +58%
VHAM
882
Van Hulzen Asset Management
California
$486K +$234K +4,860 +107%
BFEC
883
Benjamin F. Edwards & Company
Missouri
$485K -$58.4K -1,215 -11%
OPWM
884
Oakwell Private Wealth Management
Texas
$485K +$452K +9,392 New
MIA
885
MainStreet Investment Advisors
Illinois
$478K -$46.4K -965 -9%
1WA
886
180 Wealth Advisors
Washington
$477K +$2.4K +50 +0.6%
C
887
Certuity
Florida
$476K +$289 +6 +0.1%
MFA
888
Mayflower Financial Advisors
Massachusetts
$476K +$443K +9,203 New
BCIM
889
British Columbia Investment Management
British Columbia, Canada
$470K -$5.29M -110,000 -92%
DP
890
Dearborn Partners
Illinois
$467K
WTFG
891
Wells Trecaso Financial Group
Ohio
$467K
TLFA
892
True Link Financial Advisors
California
$466K +$434K +9,024 New
PAM
893
Peninsula Asset Management
Florida
$462K
LWM
894
Laidlaw Wealth Management
New York
$460K +$428K +8,908 New
CDH
895
Charles D. Hyman
$459K
SFPM
896
Sensible Financial Planning & Management
Massachusetts
$457K +$9.33K +194 +2%
OFW
897
Omnia Family Wealth
Florida
$457K
LWAC
898
Laurel Wealth Advisors (California)
California
$456K -$6.88K -143 -2%
AP
899
Adero Partners
California
$453K
Charles Schwab
900
Charles Schwab
California
$452K -$218K -4,532 -34%

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.