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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
KFI
1051
Key Financial Inc
Pennsylvania
$257K -$14.4K -299 -6%
CHJWM
1052
Carlton Hofferkamp & Jenks Wealth Management
Texas
$256K -$8.41K -175 -4%
CST
1053
Charles Schwab Trust
Nevada
$255K
BFG
1054
Berger Financial Group
Minnesota
$255K +$238K +4,941 New
CIP
1055
Cornerstone Investment Partners
Georgia
$254K +$7.89K +164 +3%
WDG
1056
Wealth Dimensions Group
Ohio
$253K +$235K +4,896 New
PHS
1057
Pekin Hardy Strauss
Illinois
$252K
OFA
1058
Oak Family Advisors
Illinois
$252K +$234K +4,876 New
WCWM
1059
Wooster Corthell Wealth Management
Connecticut
$251K -$7.64K -159 -3%
ACA
1060
Affinity Capital Advisors
California
$250K -$175K -3,647 -43%
CAM
1061
Cubic Asset Management
Massachusetts
$250K -$9.62K -200 -4%
NFC
1062
Northeast Financial Consultants
Connecticut
$250K -$2.5K -52 -1%
MW
1063
MBL Wealth
North Carolina
$249K +$231K +4,814 New
LAM
1064
LifePro Asset Management
California
$249K +$232K +4,818 New
APA
1065
Allegiant Private Advisors
Florida
$248K +$231K +4,798 New
BEC
1066
Blue Edge Capital
Virginia
$246K +$1.11K +23 +0.5%
PO
1067
Private Ocean
California
$246K -$36.5K -759 -14%
WC
1068
Weil Company
California
$246K
TNA
1069
True North Advisors
Texas
$245K +$2.4K +50 +1%
LFF
1070
Level Four Financial
Texas
$245K +$228K +4,733 New
PMG
1071
ProVise Management Group
Florida
$244K +$227K +4,727 New
AA
1072
Alesco Advisors
New York
$243K
FPTW
1073
Franklin, Parlapiano, Turner & Welch
Texas
$243K
1WM
1074
1900 Wealth Management
Texas
$241K +$224K +4,658 New
CCA
1075
Column Capital Advisors
Indiana
$240K +$427K +8,884 +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.