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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
SFP
1126
Sterling Financial Planning
New Jersey
$189K +$176K +3,662 New
LDFR
1127
Lehman & Derafelo Financial Resources
Pennsylvania
$186K
ZIG
1128
Zurich Insurance Group
Switzerland
$185K +$19.2K +400 +13%
TFGT
1129
TS Financial Group (TSFG)
Illinois
$180K -$5.48K -114 -3%
BW
1130
Bison Wealth
Georgia
$180K +$146K +3,031 +665%
CWM
1131
Curi Wealth Management
North Carolina
$171K +$160K +3,321 New
CAL
1132
Capital Analysts LLC
Pennsylvania
$170K
CTC
1133
Central Trust Company
Missouri
$170K
RDFA
1134
Ritter Daniher Financial Advisory
Ohio
$170K +$158K +3,293 New
PP
1135
PDS Planning
Ohio
$165K +$529 +11 +0.3%
BWM
1136
BerganKDV Wealth Management
Minnesota
$163K +$26.3K +547 +21%
BBPWM
1137
Blue Bell Private Wealth Management
Pennsylvania
$160K +$48 +1 +0%
GC
1138
Grace Capital
Massachusetts
$155K
FPCG
1139
Fort Pitt Capital Group
Pennsylvania
$152K -$155K -3,225 -52%
EIP
1140
Ellis Investment Partners
Pennsylvania
$151K -$15.5K -322 -10%
TWA
1141
TCI Wealth Advisors
Arizona
$151K -$6.3K -131 -4%
FMII
1142
Farmers & Merchants Investments Inc
Nebraska
$148K
PIA
1143
Powell Investment Advisors
Florida
$145K
BWA
1144
Burt Wealth Advisors
Maryland
$142K
SWM
1145
Sugarloaf Wealth Management
Georgia
$140K +$1.01K +21 +0.8%
RIM
1146
Rockbridge Investment Management
New York
$140K +$10.7K +222 +9%
TSW
1147
Thompson Siegel & Walmsley
Virginia
$136K
NG
1148
NWK Group
California
$135K -$625 -13 -0.5%
PP
1149
PrairieView Partners
Minnesota
$134K -$15.7K -327 -11%
CB
1150
CNB Bank
Pennsylvania
$133K +$3.85K +80 +3%

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.