We are live on ! Find out more
EEM icon

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
PH
1076
Pinnacle Holdings
Oklahoma
$238K +$222K +4,615 New
FBC
1077
Fairfield, Bush & Co
Connecticut
$238K
SAM
1078
Synergy Asset Management
Washington
$237K +$220K +4,572 New
AWM
1079
Avior Wealth Management
Nebraska
$233K -$1.68K -35 -0.8%
TP
1080
Tranquility Partners
Tennessee
$233K +$217K +4,513 New
SA
1081
Stewardship Advisors
Pennsylvania
$231K +$215K +4,473 New
HIC
1082
Holderness Investments Company
North Carolina
$230K -$14.4K -300 -6%
GIA
1083
Granite Investment Advisors
New Hampshire
$229K +$213K +4,425 New
RHBC
1084
R.H. Bluestein & Co
Michigan
$229K +$213K +4,425 New
CAGAS
1085
Capital Advisory Group Advisory Services
Minnesota
$228K
Neuberger Berman Group
1086
Neuberger Berman Group
New York
$227K -$289K -6,000 -58%
JHCP
1087
Jackson Hole Capital Partners
Oklahoma
$227K
B
1088
Bridgeworth
Alabama
$227K +$211K +4,385 New
ACA
1089
Anchor Capital Advisors
Massachusetts
$227K +$212K +4,400 New
BDF
1090
Balasa Dinverno & Foltz
$224K -$18.8K -390 -8%
AI
1091
Accredited Investors
Minnesota
$224K +$209K +4,340 New
SFMG
1092
Sage Financial Management Group
Virginia
$223K +$207K +4,307 New
NSB
1093
Norway Savings Bank
Maine
$222K +$143K +2,973 +224%
UWPG
1094
Ullmann Wealth Partners Group
Florida
$221K -$66.6K -1,386 -24%
SIAM
1095
Sterling Investment Advisors (Missouri)
Missouri
$218K +$202K +4,210 New
LWPC
1096
Legacy Wealth Partners (California)
California
$218K +$203K +4,219 New
MAS
1097
Managed Account Services
Florida
$217K +$186K +3,859 New
AFM
1098
Abbot Financial Management
Massachusetts
$217K +$202K +4,200 New
MTIM
1099
Marathon Trading Investment Management
Pennsylvania
$217K +$202K +4,200 New
VCM
1100
Vision Capital Management
Oregon
$217K +$202K +4,201 New

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.