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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
FFA
976
First Foundation Advisors
California
$343K +$1.44K +30 +0.5%
EWMCB
977
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$341K
IC
978
Inverness Counsel
New York
$341K
PAIM
979
Punch & Associates Investment Management
Minnesota
$341K
HBT
980
Hills Bank & Trust
Iowa
$339K -$6.16K -128 -2%
BG
981
Bahl & Gaynor
Ohio
$337K
HPC
982
Hobart Private Capital
North Carolina
$336K -$237K -4,932 -43%
IR
983
Invictus RG
Bermuda
$336K +$24K +500 +8%
GIA
984
Gladstone Institutional Advisory
Florida
$335K -$84.7K -1,761 -21%
FAM
985
Formidable Asset Management
Ohio
$335K -$51.5K -1,072 -14%
PAM
986
Palisade Asset Management
Minnesota
$332K -$2.4K -50 -0.8%
RI
987
Ridgewood Investments
New Jersey
$331K
PFA
988
Paradigm Financial Advisors
Missouri
$330K -$30K -623 -9%
CWP
989
CFM Wealth Partners
Texas
$330K -$17.3K -360 -5%
HVIA
990
Hudson Valley Investment Advisors
New York
$329K -$2.65K -55 -0.9%
SWP
991
Summit Wealth Partners
Florida
$328K -$152K -3,163 -33%
AIFAIM
992
American Institute for Advanced Investment Management
Arizona
$326K
FCCM
993
First City Capital Management
Georgia
$325K +$270K +5,620 New
SFG
994
Sowa Financial Group
Rhode Island
$323K -$30.9K -643 -9%
CBN
995
Cadence Bank NA
Texas
$322K -$127K -2,643 -30%
ADL
996
Asset Dedication LLC
California
$321K -$17.9K -373 -6%
BCV
997
Banque Cantonale Vaudoise
Switzerland
$320K -$111K -2,300 -27%
WEC
998
Winslow Evans & Crocker
Massachusetts
$320K +$174K +3,629 +142%
PFA
999
Pure Financial Advisors
California
$319K -$13.3K -277 -4%
Financial Engines Advisors
1000
Financial Engines Advisors
California
$318K -$56.5K -1,174 -16%

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.