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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
DWM
1226
Darwin Wealth Management
Florida
-$23K -718 Closed
CWA
1227
Carolina Wealth Advisors
South Carolina
-$16K -474 Closed
BCA
1228
Berman Capital Advisors
Georgia
-$14K -418 Closed
SMFS
1229
Squar Milner Financial Services
California
-$13K -408 Closed
Pacer Advisors
1230
Pacer Advisors
Pennsylvania
-$13K -350 Closed
SA
1231
SRH Advisors
Kansas
-$12K -350 Closed
PFSC
1232
Peoples Financial Services Corp
Pennsylvania
-$11K -321 Closed
HIM
1233
HawsGoodwin Investment Management
Tennessee
-$10K -298 Closed
AAMA
1234
Advanced Asset Management Advisors
Ohio
-$9K -250 Closed
SFA
1235
Semmax Financial Advisors
North Carolina
-$8K -245 Closed
IWMA
1236
Ironwood Wealth Management (Arizona)
Arizona
-$7K -213 Closed
CAN
1237
Claraphi Advisory Network
United States
-$6K -185 Closed
TC
1238
Tatro Capital
Kentucky
-$6K -175 Closed
FCB
1239
First Command Bank
Texas
-$5K -134 Closed
FCFS
1240
First Command Financial Services
Texas
-$5K -134 Closed
OSAM
1241
O'Shaughnessy Asset Management
Connecticut
-$4K -127 Closed
MAWCM
1242
Mine & Arao Wealth Creation & Management
California
-$3K -75 Closed
APC
1243
Aspire Private Capital
North Carolina
-$1K -35 Closed
VCS
1244
Vaughan & Co Securities
New Jersey
-$409 -12 Closed
HWA
1245
HHM Wealth Advisors
Tennessee
+$75 +2 New

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.