We are live on ! Find out more
EEM icon

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
TNBTD
201
Trustmark National Bank Trust Department
Mississippi
$6.12M +$15K +400 +0.3%
RWA
202
River Wealth Advisors
Pennsylvania
$6.11M +$392K +10,462 +7%
BIM
203
Bridges Investment Management
Nebraska
$5.99M -$1.12M -29,875 -17%
FNBT
204
FineMark National Bank & Trust
Florida
$5.95M -$1.87M -49,926 -25%
BBNA
205
Bremer Bank National Association
Minnesota
$5.93M -$1.62M -43,162 -23%
Rockefeller Capital Management
206
Rockefeller Capital Management
New York
$5.91M -$2.2M -58,802 -28%
FDCDDQ
207
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.89M -$63.3K -1,691 -1%
Man Group
208
Man Group
United Kingdom
$5.89M +$5.51M +147,245 New
AAS
209
Avantax Advisory Services
Texas
$5.75M -$1.51M -40,337 -22%
EHPM
210
Emery Howard Portfolio Management
California
$5.75M +$659K +17,593 +14%
OC
211
Oppenheimer & Co
New York
$5.74M -$569K -15,202 -10%
HHMI
212
Howard Hughes Medical Institute
Maryland
$5.6M -$51.3M -1,370,000 -91%
SWP
213
Stratos Wealth Partners
Ohio
$5.56M -$403K -10,757 -7%
FSWA
214
Financial Synergies Wealth Advisors
Texas
$5.46M +$5.11M +136,419 New
CAN
215
Cetera Advisor Networks
California
$5.42M -$15.3M -409,009 -75%
SAS
216
Stelac Advisory Services
New York
$5.42M -$2.32M -61,925 -31%
HAFS
217
Hapanowicz & Associates Financial Services
Pennsylvania
$5.42M -$94.8K -2,532 -2%
SPIA
218
Steward Partners Investment Advisory
New York
$5.39M -$1.38M -36,855 -21%
CM
219
Capula Management
Cayman Islands
$5.32M -$23.8M -635,340 -83%
Public Sector Pension Investment Board (PSP Investments)
220
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.26M -$53.6M -1,432,169 -92%
ATFA
221
All Terrain Financial Advisors
Minnesota
$5.13M -$256K -6,827 -5%
CCA
222
Checchi Capital Advisers
California
$5.07M -$89.8K -2,400 -2%
FIA
223
Foundations Investment Advisors
Arizona
$5.02M +$4.55M +121,463 New
New York State Common Retirement Fund
224
New York State Common Retirement Fund
New York
$5.02M -$917K -24,500 -16%
WSFS
225
Wilmington Savings Fund Society
Delaware
$5M -$503K -13,427 -10%

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.