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iShares MSCI Emerging Markets ETF

1,114 hedge funds and large institutions have $16.8B invested in iShares MSCI Emerging Markets ETF in 2020 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 246 increasing their positions, 600 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $15.8B → $16.8B (+$996M)

3% less funds holding

Funds holding: 1,1441,114 (-30)

5.18% less ownership

Funds ownership: 81.61%76.43% (-5.2%)

11% less funds holding in top 10

Funds holding in top 10: 6255 (-7)

16% less first-time investments, than exits

New positions opened: 108 | Existing positions closed: 129

53% less call options, than puts

Call options by funds: $5.46B | Put options by funds: $11.5B

59% less repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 600

Holders
1,114
Holders Change
-30
Holders Change %
-2.62%
% of All Funds
22.84%
Holding in Top 10
55
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.29%
% of All Funds
1.13%
New
108
Increased
246
Reduced
600
Closed
129
Calls
$5.46B
Puts
$11.5B
Net Calls
-$6.04B
Net Calls Change
-$748M
Name Holding Trade Value Shares
Change
Change in
Stake
TF
1051
TimeScale Financial
Massachusetts
$20K -$9.88K -264 -35%
TCM
1052
Tradewinds Capital Management
Washington
$20K
JWBC
1053
John W. Brooker & Co
California
$20K +$112 +3 +0.6%
FP
1054
Financial Perspectives
Minnesota
$19.7K +$75 +2 +0.4%
AAP
1055
Arax Advisory Partners
Colorado
$19K -$14.3K -381 -45%
FWM
1056
Focused Wealth Management
New York
$19K
CTB
1057
Country Trust Bank
Illinois
$18K
CL
1058
Cabana LLC
Arkansas
$18K +$16.5K +440 New
CFA
1059
Carroll Financial Associates
North Carolina
$16K -$50.6K -1,351 -76%
CCM
1060
Cribstone Capital Management
Maine
$15K -$66.7K -1,783 -83%
ATC
1061
Adirondack Trust Company
New York
$15K
CAAS
1062
Capital Asset Advisory Services
Michigan
$14K -$29.1K -778 -71%
HDIM
1063
Hanson & Doremus Investment Management
Vermont
$14K -$11.2K -300 -46%
HR
1064
Howe & Rusling
New York
$14K +$636 +17 +5%
BWP
1065
Baldwin Wealth Partners
Massachusetts
$13K
GWMIA
1066
Global Wealth Management Investment Advisory
Florida
$13K
KPW
1067
Kore Private Wealth
New York
$12K -$71K -1,898 -85%
FFW
1068
Fusion Family Wealth
New York
$11K -$56.3K -1,503 -85%
KFS
1069
Kelly Financial Services
Massachusetts
$10.7K
JPLA
1070
Joseph P. Lucia & Associates
New York
$10K
LFG
1071
LifePlan Financial Group
Ohio
$10K
BFC
1072
Bedel Financial Consulting
Indiana
$10K +$37 +1 +0.4%
MRCM
1073
M&R Capital Management
New Jersey
$10K +$37 +1 +0.4%
DTIM
1074
Danda Trouve Investment Management
Kansas
$10K +$1.87K +50 +25%
RMC
1075
Regis Management Company
California
$9.84K -$11.4K -305 -1%

EEM Hedge Fund Activity: Q2 2020 in Review

1,114 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q2 2020, worth a combined $16.8B — up 6.3% from $15.8B a quarter earlier.

Sellers outnumbered buyers: 129 funds closed out of EEM and 108 opened new positions — a net loss of 21 holders — while 600 trimmed existing stakes and 246 added.

The largest buyer was JP Morgan Chase, adding an estimated $714M. The largest seller was Retirement Systems of Alabama, cutting an estimated $317M.

  • 1,114 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q2 2020, down from 1,144 in Q1 2020.
  • Funds reported $16.8B of iShares MSCI Emerging Markets ETF stock for Q2 2020, up 6.3% quarter-over-quarter.
  • 108 funds opened new iShares MSCI Emerging Markets ETF positions in Q2 2020 and 129 closed out, a net change of -21 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q2 2020 was JP Morgan Chase, an estimated $714M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q2 2020 was Retirement Systems of Alabama, an estimated $317M sold.

Based on aggregated 13F filings for Q2 2020.