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iShares Core MSCI Emerging Markets ETF

1,067 hedge funds and large institutions have $40B invested in iShares Core MSCI Emerging Markets ETF in 2020 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 369 increasing their positions, 526 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $36.7B → $40B (+$3.29B)

0.05% less ownership

Funds ownership: 81.1%81.05% (-0.05%)

2% less funds holding in top 10

Funds holding in top 10: 147144 (-3)

3% less funds holding

Funds holding: 1,0971,067 (-30)

17% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 115

30% less repeat investments, than reductions

Existing positions increased: 369 | Existing positions reduced: 526

45% less call options, than puts

Call options by funds: $47.8M | Put options by funds: $86.8M

Holders
1,067
Holders Change
-30
Holders Change %
-2.73%
% of All Funds
21.88%
Holding in Top 10
144
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.04%
% of All Funds
2.95%
New
95
Increased
369
Reduced
526
Closed
115
Calls
$47.8M
Puts
$86.8M
Net Calls
-$38.9M
Net Calls Change
+$28M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
526
Calton & Associates
Florida
$1.99M +$817K +18,316 +78%
H
527
Hexavest
Quebec, Canada
$1.98M -$658K -14,743 -26%
TPCW
528
TD Private Client Wealth
New York
$1.98M -$765K -17,147 -29%
JFG
529
JMG Financial Group
Illinois
$1.97M +$1.85M +41,387 New
PC
530
Premise Capital
Illinois
$1.96M -$976K -21,861 -35%
LNWWM
531
Laird Norton Wetherby Wealth Management
California
$1.96M -$257K -5,769 -12%
PGA
532
Portland Global Advisors
Maine
$1.95M +$399K +8,945 +28%
RFA
533
Radnor Financial Advisors
Pennsylvania
$1.9M +$197K +4,406 +12%
AP
534
Appleton Partners
Massachusetts
$1.89M -$432K -9,671 -20%
CWM
535
Concentric Wealth Management
California
$1.87M -$5.36K -120 -0.3%
TCM
536
Twele Capital Management
Minnesota
$1.87M +$461K +10,339 +36%
FFA
537
First Foundation Advisors
California
$1.85M -$1.01M -22,715 -37%
APSP
538
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.85M -$97.2K -2,179 -5%
EWA
539
Evolution Wealth Advisors
Florida
$1.81M +$336K +7,525 +25%
CL
540
CPWM LLC
Washington
$1.79M -$14.3K -320 -0.8%
CGA
541
Crescent Grove Advisors
Illinois
$1.79M +$21.7K +486 +1%
WQ
542
Wealth Quarterback
New Jersey
$1.79M -$740K -16,576 -31%
SCM
543
Seascape Capital Management
New Hampshire
$1.78M -$118K -2,644 -7%
BRWA
544
B. Riley Wealth Advisors
Florida
$1.77M -$1.36M -30,530 -45%
EFSCE
545
Enterprise Financial Services Corp (EFSC)
Missouri
$1.77M -$166K -3,709 -9%
SCA
546
Snowden Capital Advisors
New York
$1.75M -$2.91M -65,114 -64%
NB
547
Nicolet Bankshares
Wisconsin
$1.74M +$688K +15,424 +73%
MIAN
548
Mariner Independent Advisor Network
Kansas
$1.7M -$1.42M -31,872 -47%
PA
549
Planning Alternatives
Michigan
$1.69M -$208K -4,667 -12%
RIA
550
Realta Investment Advisors
Delaware
$1.66M -$25.4K -569 -2%

IEMG Hedge Fund Activity: Q2 2020 in Review

1,067 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI Emerging Markets ETF (IEMG) for Q2 2020, worth a combined $40B — up 9% from $36.7B a quarter earlier.

Sellers outnumbered buyers: 115 funds closed out of IEMG and 95 opened new positions — a net loss of 20 holders — while 526 trimmed existing stakes and 369 added.

The largest buyer was Jane Street, adding an estimated $653M. The largest seller was Bank of America, cutting an estimated $2.06B.

  • 1,067 institutional investors held iShares Core MSCI Emerging Markets ETF (IEMG) as of Q2 2020, down from 1,097 in Q1 2020.
  • Funds reported $40B of iShares Core MSCI Emerging Markets ETF stock for Q2 2020, up 9% quarter-over-quarter.
  • 95 funds opened new iShares Core MSCI Emerging Markets ETF positions in Q2 2020 and 115 closed out, a net change of -20 holders.
  • The largest iShares Core MSCI Emerging Markets ETF buyer in Q2 2020 was Jane Street, an estimated $653M added.
  • The largest iShares Core MSCI Emerging Markets ETF seller in Q2 2020 was Bank of America, an estimated $2.06B sold.

Based on aggregated 13F filings for Q2 2020.