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iShares MSCI Emerging Markets ex China ETF

655 hedge funds and large institutions have $7.95B invested in iShares MSCI Emerging Markets ex China ETF in 2023 Q4 according to their latest regulatory filings, with 249 funds opening new positions, 256 increasing their positions, 101 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

523% more first-time investments, than exits

New positions opened: 249 | Existing positions closed: 40

372% more call options, than puts

Call options by funds: $288K | Put options by funds: $61K

153% more repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 101

75% more capital invested

Capital invested by funds: $4.55B → $7.95B (+$3.4B)

59% more funds holding in top 10

Funds holding in top 10: 2946 (+17)

45% more funds holding

Funds holding: 451655 (+204)

3.84% more ownership

Funds ownership: 87.78%91.63% (+3.8%)

Holders
655
Holders Change
+204
Holders Change %
+45.23%
% of All Funds
9.55%
Holding in Top 10
46
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+58.62%
% of All Funds
0.67%
New
249
Increased
256
Reduced
101
Closed
40
Calls
$288K
Puts
$61K
Net Calls
+$227K
Net Calls Change
+$28K
Name Holding Trade Value Shares
Change
Change in
Stake
NFW
226
Noble Family Wealth
Florida
$2.75M +$319K +6,188 +14%
WA
227
Wealth Alliance
New York
$2.75M +$2.55M +49,554 New
SHIM
228
Stone House Investment Management
Pennsylvania
$2.71M +$2.32M +45,029 +1,181%
SFC
229
Swisher Financial Concepts
Ohio
$2.63M +$2.54M +49,319 New
Schroder Investment Management Group
230
Schroder Investment Management Group
United Kingdom
$2.58M
GCM
231
Gallacher Capital Management
Colorado
$2.57M +$16.6K +323 +0.7%
HCC
232
Hirtle Callaghan & Co
Pennsylvania
$2.51M
SXL
233
Summit X LLC
Missouri
$2.51M +$2.33M +45,235 New
Comerica Bank
234
Comerica Bank
Texas
$2.5M +$1.14M +22,127 +96%
AC
235
Anson Capital
Georgia
$2.5M +$353K +6,851 +18%
WP
236
WealthPLAN Partners
Nebraska
$2.49M +$2.32M +45,018 New
CIAS
237
CFS Investment Advisory Services
New Jersey
$2.48M +$2.3M +44,669 New
WFS
238
Weitzel Financial Services
Iowa
$2.45M +$45.6K +886 +2%
TCA
239
Transcend Capital Advisors
New Jersey
$2.43M +$277K +5,373 +14%
CAM
240
Cresset Asset Management
Illinois
$2.41M +$1.7M +32,996 +312%
KFSC
241
Keystone Financial Services (Colorado)
Colorado
$2.38M +$2.21M +42,887 New
SEI Investments
242
SEI Investments
Pennsylvania
$2.37M +$1.24K +24 +0.1%
SW
243
SteelPeak Wealth
California
$2.31M +$2.15M +41,636 New
ONB
244
Old National Bancorp
Indiana
$2.26M +$388K +7,528 +23%
CA
245
CoreCap Advisors
Michigan
$2.25M -$16.1K -313 -0.8%
LG
246
Leuthold Group
Minnesota
$2.23M +$162K +3,141 +8%
QIM
247
Quest Investment Management
Oregon
$2.22M
MCA
248
Maryland Capital Advisors
Maryland
$2.2M +$71K +1,378 +4%
TWM
249
TSA Wealth Management
Texas
$2.18M +$2.03M +39,308 New
SHJ
250
Sharkey, Howes & Javer
Colorado
$2.17M +$2.02M +39,233 New

EMXC Hedge Fund Activity: Q4 2023 in Review

655 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ex China ETF (EMXC) for Q4 2023, worth a combined $7.95B — up 75% from $4.55B a quarter earlier.

Buyers outnumbered sellers: 249 funds opened new EMXC positions and 40 closed out — a net gain of 209 holders — while 256 added to existing stakes and 101 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $428M. The largest seller was Evoke Wealth, exiting entirely with an estimated $36.2M sold.

  • 655 institutional investors held iShares MSCI Emerging Markets ex China ETF (EMXC) as of Q4 2023, up from 451 in Q3 2023.
  • Funds reported $7.95B of iShares MSCI Emerging Markets ex China ETF stock for Q4 2023, up 75% quarter-over-quarter.
  • 249 funds opened new iShares MSCI Emerging Markets ex China ETF positions in Q4 2023 and 40 closed out, a net change of +209 holders.
  • The largest iShares MSCI Emerging Markets ex China ETF buyer in Q4 2023 was Envestnet Asset Management, an estimated $428M added.
  • The largest iShares MSCI Emerging Markets ex China ETF seller in Q4 2023 was Evoke Wealth, an estimated $36.2M sold.

Based on aggregated 13F filings for Q4 2023.