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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
LWM
1251
Liberty Wealth Management
California
$19K +$144 +3 +0.9%
ATC
1252
Adirondack Trust Company
New York
$18K
CAM
1253
CenterStar Asset Management
Illinois
$18K
HS
1254
Horan Securities
United States
$18K +$1.25K +26 +8%
GWMIA
1255
Global Wealth Management Investment Advisory
Florida
$17K
BSSFA
1256
Baron Silver Stevens Financial Advisors
Florida
$17K +$15.9K +330 New
BWP
1257
Baldwin Wealth Partners
Massachusetts
$16K
AFG
1258
Albion Financial Group
Utah
$16K +$14.4K +300 New
SIS
1259
Sound Income Strategies
Florida
$15K -$34.1K -710 -71%
AC
1260
AlphaCore Capital
California
$15K +$10.7K +222 +317%
FFW
1261
Fusion Family Wealth
New York
$14K
D
1262
Diversified
Delaware
$14K +$14.9K +310 New
KFS
1263
Kelly Financial Services
Massachusetts
$13.8K
NL
1264
NVWM LLC
Pennsylvania
$13K
MRCM
1265
M&R Capital Management
New Jersey
$13K +$96 +2 +0.8%
JPLA
1266
Joseph P. Lucia & Associates
New York
$13K +$12K +250 New
AFS
1267
Annapolis Financial Services
Maryland
$12K +$11.2K +232 New
SIAG
1268
Safeguard Investment Advisory Group
California
$12K +$11.9K +247 New
RCM
1269
Rain Capital Management
Oregon
$11K -$18.6K -387 -65%
FMP
1270
Financial Management Professionals
Texas
$11K
MA
1271
MCF Advisors
Kentucky
$11K
ARMC
1272
American Research & Management Company
Massachusetts
$10K
BCM
1273
Bourgeon Capital Management
Connecticut
$10K
MFT
1274
Moisand Fitzgerald Tamayo
Florida
$10K
PFGIA
1275
Patriot Financial Group Insurance Agency
Massachusetts
$10K

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.