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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
WI
1351
Wintrust Investments
Illinois
-$319K -7,238 Closed
WQ
1352
Wealth Quarterback
New Jersey
-$283K -7,065 Closed
BAM
1353
Blueshift Asset Management
New Jersey
-$303K -6,876 Closed
Squarepoint
1354
Squarepoint
New York
-$295K -6,693 Closed
MSA
1355
Mason Street Advisors
Wisconsin
-$291K -6,600 Closed
COF
1356
Capital One Financial
Virginia
-$288K -6,540 Closed
AWS
1357
AJ Wealth Strategies
New York
-$286K -6,497 Closed
CMO
1358
Covenant Multifamily Offices
Texas
-$253K -5,732 Closed
GTCM
1359
Gyon Technologies Capital Management
New Jersey
-$251K -5,700 Closed
RFN
1360
RDA Financial Network
Iowa
-$222K -5,034 Closed
WBG
1361
Wharton Business Group
Pennsylvania
-$208K -4,716 Closed
BOS
1362
Bingham Osborn & Scarborough
California
-$204K -4,622 Closed
WAM
1363
Wolverine Asset Management
Illinois
-$103K -2,350 Closed
AIM
1364
Axiom Investment Management
New York
-$88K -2,000 Closed
HCA
1365
Horan Capital Advisors
Ohio
-$75K -1,710 Closed
CSPIA
1366
Cary Street Partners Investment Advisory
Virginia
-$67K -1,514 Closed
WCG
1367
Weaver Consulting Group
California
-$54K -1,216 Closed
NIC
1368
Northwest Investment Counselors
Oregon
-$43K -965 Closed
BBL
1369
Beck Bode LLC
Massachusetts
-$25K -565 Closed
BDWM
1370
Brewin Dolphin Wealth Management
Ireland
-$13.5K -306 Closed
CRCM
1371
Corbett Road Capital Management
Virginia
-$11K -241 Closed
AA
1372
Advisory Alpha
Michigan
-$10K -215 Closed
CCM
1373
Chiron Capital Management
Florida
-$4K -100 Closed
CHAM
1374
Clear Harbor Asset Management
Connecticut
-$4.41K -100 Closed
UFF
1375
USA Financial Formulas
Michigan
-$3K -70 Closed

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.