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iShares MSCI Emerging Markets ETF

1,146 hedge funds and large institutions have $19.2B invested in iShares MSCI Emerging Markets ETF in 2020 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 278 increasing their positions, 506 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 66

18% more funds holding in top 10

Funds holding in top 10: 5565 (+10)

15% more capital invested

Capital invested by funds: $16.8B → $19.2B (+$2.47B)

4.64% more ownership

Funds ownership: 76.43%81.07% (+4.6%)

3% more funds holding

Funds holding: 1,1141,146 (+32)

45% less repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 506

49% less call options, than puts

Call options by funds: $6.41B | Put options by funds: $12.6B

Holders
1,146
Holders Change
+32
Holders Change %
+2.87%
% of All Funds
23.12%
Holding in Top 10
65
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+18.18%
% of All Funds
1.31%
New
112
Increased
278
Reduced
506
Closed
66
Calls
$6.41B
Puts
$12.6B
Net Calls
-$6.16B
Net Calls Change
-$125M
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
201
Dakota Wealth Management
Florida
$7.33M -$311K -7,098 -4%
PWM
202
Paulson Wealth Management
Illinois
$7.33M +$93.3K +2,127 +1%
SFG
203
SNS Financial Group
Minnesota
$7.29M +$44.4K +1,013 +0.6%
MLICM
204
Metropolitan Life Insurance Company (MetLife)
New York
$7.28M
CCA
205
Checchi Capital Advisers
California
$7.09M +$1.5M +34,233 +27%
OC
206
Oppenheimer & Co
New York
$7.09M +$760K +17,317 +12%
MCM
207
MAI Capital Management
Ohio
$6.99M -$84.3K -1,921 -1%
CIG
208
Consolidated Investment Group
Colorado
$6.96M
PP
209
Palladium Partners
Virginia
$6.91M -$113K -2,572 -2%
ST
210
Sageworth Trust
Pennsylvania
$6.88M
EA
211
Efficient Advisors
Ohio
$6.82M -$402K -9,165 -6%
Schroder Investment Management Group
212
Schroder Investment Management Group
United Kingdom
$6.78M +$3.29M +75,032 +95%
SCM
213
Stevens Capital Management
Pennsylvania
$6.57M +$4.55M +103,600 +229%
BBNA
214
Bremer Bank National Association
Minnesota
$6.43M -$104K -2,361 -2%
RG
215
Rathbones Group
United Kingdom
$6.41M -$337K -7,689 -5%
BIM
216
Bridges Investment Management
Nebraska
$6.38M -$217K -4,955 -3%
CWM
217
Confluence Wealth Management
Oregon
$6.37M +$2.5M +56,946 +58%
EHPM
218
Emery Howard Portfolio Management
California
$6.35M +$15.4K +350 +0.2%
IDBONY
219
Israel Discount Bank of New York
New York
$6.3M +$1.5M +34,202 +31%
FIA
220
Foundations Investment Advisors
Arizona
$6.28M +$937K +21,346 +18%
FNBT
221
FineMark National Bank & Trust
Florida
$6.26M -$290K -6,603 -4%
Brown Advisory
222
Brown Advisory
Maryland
$6.17M +$819K +18,673 +15%
CT
223
Cambridge Trust
Massachusetts
$6.07M -$213K -4,859 -3%
SWM
224
Southern Wealth Management
Texas
$5.98M +$1.95M +44,427 +49%
SAS
225
Stelac Advisory Services
New York
$5.98M +$3.07K +70 +0.1%

EEM Hedge Fund Activity: Q3 2020 in Review

1,146 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q3 2020, worth a combined $19.2B — up 15% from $16.8B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new EEM positions and 66 closed out — a net gain of 46 holders — while 278 added to existing stakes and 506 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $461M. The largest seller was Varma Mutual Pension Insurance Co, cutting an estimated $471M.

  • 1,146 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q3 2020, up from 1,114 in Q2 2020.
  • Funds reported $19.2B of iShares MSCI Emerging Markets ETF stock for Q3 2020, up 15% quarter-over-quarter.
  • 112 funds opened new iShares MSCI Emerging Markets ETF positions in Q3 2020 and 66 closed out, a net change of +46 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q3 2020 was Royal Bank of Canada, an estimated $461M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q3 2020 was Varma Mutual Pension Insurance Co, an estimated $471M sold.

Based on aggregated 13F filings for Q3 2020.