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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
FNBOSM
1226
First National Bank of South Miami
Florida
$34K
CAAS
1227
Capital Asset Advisory Services
Michigan
$34K +$10.1K +211 +47%
WWM
1228
Wolff Wiese Magana
California
$33K +$31.2K +648 New
CM
1229
Capula Management
Cayman Islands
$31K -$4.25M -88,478 -99%
BFC
1230
Bedel Financial Consulting
Indiana
$31K +$7.45K +155 +34%
AWM
1231
Aberdeen Wealth Management
Illinois
$30K
ACA
1232
Atlas Capital Advisors
Wyoming
$29.2K +$27.2K +565 New
RFA
1233
Reilly Financial Advisors
California
$29K
EP
1234
Eudaimonia Partners
Tennessee
$27K -$5.05K -105 -17%
TCM
1235
Tradewinds Capital Management
Washington
$26K
JWBC
1236
John W. Brooker & Co
California
$26K +$240 +5 +1%
AWM
1237
AllSquare Wealth Management
New York
$26K +$20K +415 +488%
RPWA
1238
Regent Peak Wealth Advisors
Georgia
$26K +$24.5K +510 New
FP
1239
Financial Perspectives
Minnesota
$25.8K +$240 +5 +1%
AF
1240
Arrow Financial
New York
$25K -$15.9K -330 -40%
TF
1241
TimeScale Financial
Massachusetts
$25K +$240 +5 +1%
FFG
1242
Fortem Financial Group
California
$25K +$22.8K +475 New
BBHBI
1243
B, B, H, & B Inc
Alabama
$25K +$24K +500 New
FWM
1244
Focused Wealth Management
New York
$24K
CWM
1245
Consultiva Wealth Management
Puerto Rico
$24K +$22.5K +467 New
LWCFA
1246
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$23K -$626K -13,020 -97%
AAP
1247
Arax Advisory Partners
Colorado
$23K -$577 -12 -3%
BAM
1248
Bellevue Asset Management
Washington
$22K
CTB
1249
Country Trust Bank
Illinois
$22K
PS
1250
Planned Solutions
California
$21K

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.