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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
VWA
1001
Visionary Wealth Advisors
Illinois
$317K +$75.5K +1,570 +34%
WANY
1002
Wealthspire Advisors (New York)
New York
$314K +$292K +6,082 New
IF
1003
IRON Financial
Illinois
$313K +$7.69K +160 +3%
RFM
1004
Royal Fund Management
Florida
$313K +$292K +6,070 New
TYCC
1005
Texas Yale Capital Corp
Florida
$312K
KFS
1006
Kaizen Financial Strategies
California
$312K +$290K +6,041 New
AI
1007
ArchPoint Investors
Florida
$310K
CCM
1008
Context Capital Management
California
$310K +$289K +6,000 New
BAS
1009
Brown Advisory Securities
Maryland
$309K +$4.13K +86 +1%
BHBT
1010
Burke & Herbert Bank & Trust
Virginia
$307K -$1.2K -25 -0.4%
CSM
1011
CAMG Solamere Management
North Carolina
$305K -$107K -2,225 -27%
LC
1012
LCNB Corp
Ohio
$304K
CWM
1013
Calamos Wealth Management
Illinois
$303K +$282K +5,861 New
BCM
1014
BTC Capital Management
Iowa
$302K
RMDI
1015
R.M. Davis Inc
Maine
$302K +$29.5K +613 +12%
CL
1016
CIM LLC
New York
$300K -$6.59K -137 -3%
CFO
1017
CVA Family Office
Colorado
$300K
GL
1018
Graypoint LLC
New York
$300K
MFW
1019
Mosaic Family Wealth
Missouri
$300K +$721 +15 +0.3%
ERWM
1020
Elk River Wealth Management
Colorado
$299K +$278K +5,780 New
JCM
1021
Jacobi Capital Management
Pennsylvania
$295K -$2.69K -56 -1%
NPA
1022
Nichols & Pratt Advisers
Massachusetts
$295K
MTC
1023
Matrix Trust Company
Colorado
$295K +$35.9K +746 +15%
HR
1024
Howe & Rusling
New York
$295K +$259K +5,378 +1,610%
MFGP
1025
Marshall Financial Group (Pennsylvania)
Pennsylvania
$294K -$49.9K -1,038 -15%

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.