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iShares MSCI Emerging Markets ex China ETF

755 hedge funds and large institutions have $11.5B invested in iShares MSCI Emerging Markets ex China ETF in 2024 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 431 increasing their positions, 105 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

336% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 33

310% more repeat investments, than reductions

Existing positions increased: 431 | Existing positions reduced: 105

68% more call options, than puts

Call options by funds: $956K | Put options by funds: $570K

45% more capital invested

Capital invested by funds: $7.95B → $11.5B (+$3.54B)

20% more funds holding in top 10

Funds holding in top 10: 4655 (+9)

15% more funds holding

Funds holding: 655755 (+100)

0.51% less ownership

Funds ownership: 91.63%91.12% (-0.51%)

Holders
755
Holders Change
+100
Holders Change %
+15.27%
% of All Funds
10.88%
Holding in Top 10
55
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+19.57%
% of All Funds
0.79%
New
144
Increased
431
Reduced
105
Closed
33
Calls
$956K
Puts
$570K
Net Calls
+$386K
Net Calls Change
+$159K
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
226
Shelton Wealth Management
Texas
$4.5M -$422K -7,594 -9%
PAG
227
Private Advisory Group
Washington
$4.46M +$404K +7,262 +10%
MBT
228
Montecito Bank & Trust
California
$4.37M -$163K -2,938 -4%
MIC
229
Means Investment Company
Maine
$4.32M +$428K +7,691 +11%
LWM
230
Liberty Wealth Management
California
$4.21M +$1.11M +20,005 +38%
BSW
231
Buckingham Strategic Wealth
Missouri
$4.2M +$61.2K +1,100 +2%
VWM
232
Venturi Wealth Management
Texas
$4.18M +$3.4M +61,034 +527%
TCA
233
Transcend Capital Advisors
New Jersey
$4.13M +$1.56M +27,968 +64%
PSA
234
Plum Street Advisors
Louisiana
$4.08M +$770K +13,838 +26%
VPP
235
Vertex Planning Partners
Illinois
$4.04M +$521K +9,361 +15%
EFM
236
Eley Financial Management
Vermont
$4.04M +$3.9M +70,167 New
BJL
237
Brighton Jones LLC
Washington
$4.02M +$18.7K +337 +0.5%
SAS
238
SMI Advisory Services
Indiana
$3.99M +$3.79M +68,042 New
ZF
239
Zhang Financial
Michigan
$3.97M +$2.12M +38,097 +123%
DA
240
Detalus Advisors
Missouri
$3.94M +$2.29M +41,104 +151%
PHS
241
Pekin Hardy Strauss
Illinois
$3.91M +$270K +4,851 +8%
SPIA
242
Steward Partners Investment Advisory
New York
$3.89M +$1.95M +35,053 +108%
PFG
243
PAX Financial Group
Texas
$3.83M +$2.58M +46,340 +230%
AG
244
Ascent Group
Virginia
$3.81M +$2.16M +38,855 +142%
FA
245
Fortis Advisors
Pennsylvania
$3.79M -$3.5K -63 -0.1%
CTA
246
Colonial Trust Advisors
South Carolina
$3.71M -$48K -863 -1%
LFA
247
Legacy Financial Advisors
Kentucky
$3.7M -$121K -2,181 -3%
EFG
248
Ehrlich Financial Group
California
$3.68M +$1.42M +25,530 +66%
AWP
249
Avid Wealth Partners
Texas
$3.64M -$5.56M -99,857 -61%
SW
250
SlateStone Wealth
Florida
$3.64M +$3.52M +63,205 New

EMXC Hedge Fund Activity: Q1 2024 in Review

755 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ex China ETF (EMXC) for Q1 2024, worth a combined $11.5B — up 45% from $7.95B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new EMXC positions and 33 closed out — a net gain of 111 holders — while 431 added to existing stakes and 105 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $506M. The largest seller was Partners Capital Investment Group, cutting an estimated $238M.

  • 755 institutional investors held iShares MSCI Emerging Markets ex China ETF (EMXC) as of Q1 2024, up from 655 in Q4 2023.
  • Funds reported $11.5B of iShares MSCI Emerging Markets ex China ETF stock for Q1 2024, up 45% quarter-over-quarter.
  • 144 funds opened new iShares MSCI Emerging Markets ex China ETF positions in Q1 2024 and 33 closed out, a net change of +111 holders.
  • The largest iShares MSCI Emerging Markets ex China ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $506M added.
  • The largest iShares MSCI Emerging Markets ex China ETF seller in Q1 2024 was Partners Capital Investment Group, an estimated $238M sold.

Based on aggregated 13F filings for Q1 2024.