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iShares MSCI Emerging Markets ETF

1,146 hedge funds and large institutions have $19.2B invested in iShares MSCI Emerging Markets ETF in 2020 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 278 increasing their positions, 506 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 66

18% more funds holding in top 10

Funds holding in top 10: 5565 (+10)

15% more capital invested

Capital invested by funds: $16.8B → $19.2B (+$2.47B)

4.64% more ownership

Funds ownership: 76.43%81.07% (+4.6%)

3% more funds holding

Funds holding: 1,1141,146 (+32)

45% less repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 506

49% less call options, than puts

Call options by funds: $6.41B | Put options by funds: $12.6B

Holders
1,146
Holders Change
+32
Holders Change %
+2.87%
% of All Funds
23.12%
Holding in Top 10
65
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+18.18%
% of All Funds
1.31%
New
112
Increased
278
Reduced
506
Closed
66
Calls
$6.41B
Puts
$12.6B
Net Calls
-$6.16B
Net Calls Change
-$125M
Name Holding Trade Value Shares
Change
Change in
Stake
HS
1101
Horan Securities
United States
$14K -$28.3K -644 -66%
CFA
1102
Carroll Financial Associates
North Carolina
$14K -$3.95K -90 -22%
BWP
1103
Baldwin Wealth Partners
Massachusetts
$14K
GWMIA
1104
Global Wealth Management Investment Advisory
Florida
$14K
BDWM
1105
Brewin Dolphin Wealth Management
Ireland
$13.5K -$18.8K -428 -58%
FFW
1106
Fusion Family Wealth
New York
$12K
KFS
1107
Kelly Financial Services
Massachusetts
$11.8K
CRCM
1108
Corbett Road Capital Management
Virginia
$11K -$175 -4 -2%
LFG
1109
LifePlan Financial Group
Ohio
$11K
MRCM
1110
M&R Capital Management
New Jersey
$11K
NL
1111
NVWM LLC
Pennsylvania
$11K +$8.82K +201 +379%
AA
1112
Advisory Alpha
Michigan
$10K +$9.43K +215 New
RCA
1113
Rowland Carmichael Advisors
Arizona
$9K -$19K -434 -68%
ARMC
1114
American Research & Management Company
Massachusetts
$9K
BCM
1115
Bourgeon Capital Management
Connecticut
$9K
MA
1116
MCF Advisors
Kentucky
$9K
MFT
1117
Moisand Fitzgerald Tamayo
Florida
$9K
PFGIA
1118
Patriot Financial Group Insurance Agency
Massachusetts
$9K
FMP
1119
Financial Management Professionals
Texas
$9K +$1.05K +24 +13%
JWM
1120
Janiczek Wealth Management
Colorado
$7K
AWM
1121
Atticus Wealth Management
Florida
$6K -$790 -18 -12%
CWAF
1122
Core Wealth Advisors (Florida)
Florida
$6K
RWA
1123
Ropes Wealth Advisors
Massachusetts
$6K
BA
1124
Ballast Advisors
Minnesota
$5K
CBT
1125
Central Bank & Trust
Kentucky
$5K

EEM Hedge Fund Activity: Q3 2020 in Review

1,146 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q3 2020, worth a combined $19.2B — up 15% from $16.8B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new EEM positions and 66 closed out — a net gain of 46 holders — while 278 added to existing stakes and 506 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $461M. The largest seller was Varma Mutual Pension Insurance Co, cutting an estimated $471M.

  • 1,146 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q3 2020, up from 1,114 in Q2 2020.
  • Funds reported $19.2B of iShares MSCI Emerging Markets ETF stock for Q3 2020, up 15% quarter-over-quarter.
  • 112 funds opened new iShares MSCI Emerging Markets ETF positions in Q3 2020 and 66 closed out, a net change of +46 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q3 2020 was Royal Bank of Canada, an estimated $461M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q3 2020 was Varma Mutual Pension Insurance Co, an estimated $471M sold.

Based on aggregated 13F filings for Q3 2020.