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iShares MSCI Emerging Markets ETF

1,114 hedge funds and large institutions have $16.8B invested in iShares MSCI Emerging Markets ETF in 2020 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 246 increasing their positions, 600 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $15.8B → $16.8B (+$996M)

3% less funds holding

Funds holding: 1,1441,114 (-30)

5.18% less ownership

Funds ownership: 81.61%76.43% (-5.2%)

11% less funds holding in top 10

Funds holding in top 10: 6255 (-7)

16% less first-time investments, than exits

New positions opened: 108 | Existing positions closed: 129

53% less call options, than puts

Call options by funds: $5.46B | Put options by funds: $11.5B

59% less repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 600

Holders
1,114
Holders Change
-30
Holders Change %
-2.62%
% of All Funds
22.84%
Holding in Top 10
55
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.29%
% of All Funds
1.13%
New
108
Increased
246
Reduced
600
Closed
129
Calls
$5.46B
Puts
$11.5B
Net Calls
-$6.04B
Net Calls Change
-$748M
Name Holding Trade Value Shares
Change
Change in
Stake
CL
1201
CIM LLC
New York
-$253K -7,416 Closed
LNB
1202
Ledyard National Bank
-$250K -7,318 Closed
CM
1203
Cornerstone Management
Georgia
-$246K -7,211 Closed
WLIM
1204
White Lighthouse Investment Management
Massachusetts
-$242K -7,091 Closed
AWM
1205
Altium Wealth Management
New York
-$237K -6,951 Closed
CWP
1206
Capital Wealth Planning
Florida
-$235K -6,898 Closed
FPCM
1207
Financial Partners Capital Management
New York
-$235K -6,875 Closed
JIC
1208
Joel Isaacson & Co
New York
-$224K -6,575 Closed
BOS
1209
Bingham Osborn & Scarborough
California
-$224K -6,560 Closed
IC
1210
IEQ Capital
California
-$223K -6,529 Closed
GIA
1211
Granite Investment Advisors
New Hampshire
-$209K -6,125 Closed
SCM
1212
Smith Capital Management
Arkansas
-$208K -6,100 Closed
PCIG
1213
Partners Capital Investment Group
Massachusetts
-$189K -5,546 Closed
TCCM
1214
Timber Creek Capital Management
Massachusetts
-$139K -4,078 Closed
WCM
1215
Wealthcare Capital Management
Virginia
-$138K -4,034 Closed
AA
1216
Advisory Alpha
Michigan
-$129K -3,607 Closed
MAM
1217
Meeder Asset Management
Ohio
-$114K -3,328 Closed
EWM
1218
EPG Wealth Management
Georgia
-$83K -2,409 Closed
QAM
1219
QCI Asset Management
New York
-$80K -2,332 Closed
EWA
1220
Evolution Wealth Advisors
Florida
-$67K -1,965 Closed
GWS
1221
Glassman Wealth Services
Virginia
-$61K -1,787 Closed
AT
1222
Arden Trust
Delaware
-$58K -1,717 Closed
GIP
1223
Granite Investment Partners
California
-$49K -1,381 Closed
NEIRG
1224
New England Investment & Retirement Group
Massachusetts
-$45K -1,325 Closed
CFG
1225
CKW Financial Group
Hawaii
-$25K -760 Closed

EEM Hedge Fund Activity: Q2 2020 in Review

1,114 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q2 2020, worth a combined $16.8B — up 6.3% from $15.8B a quarter earlier.

Sellers outnumbered buyers: 129 funds closed out of EEM and 108 opened new positions — a net loss of 21 holders — while 600 trimmed existing stakes and 246 added.

The largest buyer was JP Morgan Chase, adding an estimated $714M. The largest seller was Retirement Systems of Alabama, cutting an estimated $317M.

  • 1,114 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q2 2020, down from 1,144 in Q1 2020.
  • Funds reported $16.8B of iShares MSCI Emerging Markets ETF stock for Q2 2020, up 6.3% quarter-over-quarter.
  • 108 funds opened new iShares MSCI Emerging Markets ETF positions in Q2 2020 and 129 closed out, a net change of -21 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q2 2020 was JP Morgan Chase, an estimated $714M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q2 2020 was Retirement Systems of Alabama, an estimated $317M sold.

Based on aggregated 13F filings for Q2 2020.