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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
TSW
1001
Thompson Siegel & Walmsley
Virginia
$116K
BWM
1002
BerganKDV Wealth Management
Minnesota
$115K +$7.2K +164 +7%
APWA
1003
Atlas Private Wealth Advisors
New Jersey
$114K -$187K -4,252 -62%
WEC
1004
Winslow Evans & Crocker
Massachusetts
$112K
CB
1005
CNB Bank
Pennsylvania
$110K -$99.2K -2,260 -47%
HWA
1006
HCR Wealth Advisors
California
$110K
CANY
1007
Caxton Associates (New York)
New York
$110K +$110K +2,500 New
RIM
1008
Rockbridge Investment Management
New York
$109K -$11.9K -272 -10%
OSNBOA
1009
Old Second National Bank of Aurora
Illinois
$107K
TFA
1010
Toth Financial Advisory
Virginia
$107K
WAM
1011
Wolverine Asset Management
Illinois
$103K -$59.2K -1,350 -36%
SFSG
1012
Stearns Financial Services Group
North Carolina
$103K -$3.82K -87 -4%
First Manhattan
1013
First Manhattan
New York
$99K -$18.5K -422 -16%
KTC
1014
Kistler-Tiffany Companies
Pennsylvania
$99K
GI
1015
Gradient Investments
Minnesota
$93K -$112K -2,551 -55%
ECM
1016
ExodusPoint Capital Management
New York
$93K +$92.1K +2,100 New
AIM
1017
Axiom Investment Management
New York
$88K
FRA
1018
Front Row Advisors
California
$88K
HCM
1019
Highlander Capital Management
New Jersey
$88K
ACA
1020
Aptus Capital Advisors
Alabama
$88K +$35.3K +805 +72%
ME
1021
McIlrath & Eck
Washington
$84K -$14.8K -337 -15%
AW
1022
Avion Wealth
Texas
$79K
CHA
1023
Carmichael Hill & Associates
Maryland
$79K
FCM
1024
Firestone Capital Management
Florida
$79K
HWM
1025
HighMark Wealth Management
Minnesota
$79K

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.