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
CA
1201
Crewe Advisors
Utah
$56K
AA
1202
AlphaMark Advisors
Kentucky
$55K
AWM
1203
Avondale Wealth Management
Texas
$52K
BCA
1204
Bray Capital Advisors
Florida
$52K
CFFP
1205
Center for Financial Planning
Michigan
$52K
LWA
1206
Lowe Wealth Advisors
Maryland
$52K
BC
1207
Barnett & Company
Tennessee
$51K +$48.1K +1,000 New
POIA
1208
Pin Oak Investment Advisors
Texas
$50K
VC
1209
Vestor Capital
Illinois
$49K
TC
1210
Truvestments Capital
Florida
$48K
GCM
1211
Gables Capital Management
Florida
$47K
LC
1212
Lindbrook Capital
California
$47K
PR
1213
Payden & Rygel
California
$47K
DTIM
1214
Danda Trouve Investment Management
Kansas
$47K +$25.2K +525 +140%
OC
1215
Oakworth Capital
Alabama
$44K -$11.5K -240 -22%
TC
1216
Trust Company
Kansas
$44K
EK
1217
Evensky & Katz
Florida
$42K +$385 +8 +1%
SFC
1218
SYM Financial Corp
Indiana
$42K +$385 +8 +1%
DAC
1219
Dividend Assets Capital
South Carolina
$41K
PCFFS
1220
Pacific Center for Financial Services
California
$41K
HDIM
1221
Hanson & Doremus Investment Management
Vermont
$41K +$21.8K +453 +130%
ACA
1222
Aptus Capital Advisors
Alabama
$39K -$55.5K -1,154 -60%
GLLW
1223
Graves Light Lenhart Wealth
Virginia
$39K +$36.7K +764 New
DAM
1224
Delta Asset Management
Tennessee
$36K -$7.26K -151 -18%
AWMS
1225
Advocacy Wealth Management Services
Georgia
$35K +$32.6K +679 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.