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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
AAG
1026
Avalon Advisory Group
Pennsylvania
$293K
AUB
1027
Atlantic Union Bankshares
Virginia
$292K +$3.08K +64 +1%
DBT
1028
Dubuque Bank & Trust
Iowa
$290K +$269K +5,604 New
BCM
1029
Barometer Capital Management
Ontario, Canada
$289K +$269K +5,595 New
WFA
1030
Websterrogers Financial Advisors
South Carolina
$289K +$251K +5,227 New
EI
1031
Ellevest Inc
New York
$288K +$56.9K +1,184 +27%
SC
1032
Sepio Capital
Utah
$285K +$96 +2 +0%
JIC
1033
Joel Isaacson & Co
New York
$282K +$24.3K +505 +10%
CFA
1034
Cahill Financial Advisors
Minnesota
$282K +$262K +5,455 New
SBSB
1035
Sullivan, Bruyette, Speros & Blaney
Virginia
$281K +$23.9K +497 +10%
MGAM
1036
McGowan Group Asset Management
Texas
$278K +$259K +5,380 New
NG
1037
NatWest Group
United Kingdom
$274K -$14K -291 -5%
Credit Agricole
1038
Credit Agricole
France
$273K -$85.6K -1,780 -25%
SCM
1039
Shelton Capital Management
Colorado
$272K -$10.6K -221 -4%
DTC
1040
Davidson Trust Company
Washington
$269K
SH
1041
Svenska Handelsbanken
Sweden
$269K
FUBT
1042
First United Bank & Trust
Maryland
$268K -$481 -10 -0.2%
CB
1043
Community Bank
New York
$267K -$147K -3,067 -37%
SRC
1044
Sage Rhino Capital
California
$266K
HAIM
1045
Hunter Associates Investment Management
Pennsylvania
$265K
AIM
1046
Alhambra Investment Management
Florida
$264K +$246K +5,113 New
QCM
1047
Quest Capital Management
Texas
$263K +$337 +7 +0.1%
PCWA
1048
Pacific Capital Wealth Advisors
California
$261K +$14.1K +294 +6%
RCM
1049
RNC Capital Management
California
$258K -$16.6K -345 -6%
SC
1050
Searle & Co
Connecticut
$258K

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.