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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
AIA
1176
Armor Investment Advisors
North Carolina
$90K
FRA
1177
Front Row Advisors
California
$90K
WAS
1178
Winch Advisory Services
Wisconsin
$89K
AW
1179
Avion Wealth
Texas
$85K -$7.12K -148 -8%
HWA
1180
Heritage Wealth Advisors
Virginia
$84K
LWA
1181
Lenox Wealth Advisors
New York
$82K +$7.5K +156 +11%
BCM
1182
Blume Capital Management
California
$78K
CYG
1183
Clean Yield Group
Vermont
$78K
M
1184
MOTCO
Texas
$75K -$6.88K -143 -9%
CFA
1185
Carroll Financial Associates
North Carolina
$73K +$52.8K +1,098 +335%
FWM
1186
FSA Wealth Management
Massachusetts
$73K +$68K +1,414 New
AIP
1187
Ameritas Investment Partners
Nebraska
$72K
FA
1188
Financial Advantage
Maryland
$72K +$3.37K +70 +5%
SSC
1189
Syverson Strege & Co
Iowa
$72K +$66.6K +1,386 New
SIAP
1190
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$68K
AIC
1191
Archer Investment Corporation
Indiana
$67.9K
MS
1192
Marshall & Sullivan
Washington
$64.9K -$2.9M -60,402 -95%
BDS
1193
Banco de Sabadell
Florida
$63K -$216K -4,500 -79%
BII
1194
Bainco International Investors
Massachusetts
$63K +$57.7K +1,200 New
DWA
1195
Dougherty Wealth Advisers
Minnesota
$62K
BA
1196
Bellwether Advisors
Nebraska
$62K +$57.7K +1,200 New
DWMG
1197
DB Wealth Management Group
California
$62K +$58K +1,207 New
PP
1198
Pacifica Partners
Canada
$60K
TI
1199
Truehand Inc
New Hampshire
$58K
MIM
1200
Macroview Investment Management
Maryland
$58K +$433 +9 +0.8%

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.