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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
AWM
951
Altium Wealth Management
New York
$369K +$343K +7,138 New
RC
952
RegentAtlantic Capital
New Jersey
$368K +$7.07K +147 +2%
NHC
953
Nicholas Hoffman & Company
Georgia
$367K
PPCM
954
Pillar Pacific Capital Management
California
$366K +$24K +500 +8%
WP
955
WealthSource Partners
California
$363K +$96.2K +2,001 +40%
ASA
956
Armstrong Shaw Associates
Connecticut
$362K
PFA
957
Professional Financial Advisors
Nebraska
$361K -$1.08M -22,421 -76%
PA
958
PFG Advisors
Arizona
$359K +$94.8K +1,971 +40%
VCAM
959
Van Cleef Asset Management
Ohio
$356K
VC
960
Vicus Capital
Pennsylvania
$355K +$62.8K +1,307 +24%
RW
961
REDW Wealth
New Mexico
$354K
WP
962
WMS Partners
Maryland
$352K +$2.45K +51 +0.8%
FIM
963
Fernwood Investment Management
Massachusetts
$350K
EA
964
Elm Advisors
California
$349K -$52.9K -1,100 -14%
HHAM
965
HITE Hedge Asset Management
Massachusetts
$349K
TCM
966
Tuttle Capital Management
Connecticut
$349K +$325K +6,754 New
VVP
967
Venture Visionary Partners
Ohio
$349K +$326K +6,772 New
CA
968
Cambridge Associates
Massachusetts
$348K -$1.22M -25,449 -79%
RW
969
Rede Wealth
Virginia
$348K +$323K +6,727 New
TSWM
970
Triangle Securities Wealth Management
North Carolina
$347K
CTA
971
Colonial Trust Advisors
South Carolina
$346K +$7.21K +150 +2%
PWA
972
Peterson Wealth Advisors
Utah
$345K
PCG
973
Private Capital Group
Connecticut
$343K -$49.8K -1,035 -13%
MMHP
974
Murphy Middleton Hinkle & Parker
Georgia
$343K -$14.2K -295 -4%
FLA
975
Financial Life Advisors
Texas
$343K -$7.45K -155 -2%

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.