We are live on ! Find out more
EMXC icon

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
WT
276
Whittier Trust
California
$1.84M
FHB
277
First Hawaiian Bank
Hawaii
$1.84M +$22.7K +441 +1%
PCM
278
Passive Capital Management
Maryland
$1.83M +$1.7M +33,000 New
SPIA
279
Steward Partners Investment Advisory
New York
$1.8M +$1.68M +32,569 New
RIA
280
Regal Investment Advisors
Michigan
$1.8M +$1.67M +32,496 New
PWA
281
Physician Wealth Advisors
Utah
$1.8M +$1.72M +33,419 New
BCM
282
Beaumont Capital Management
Massachusetts
$1.73M -$53.2K -1,032 -3%
ZF
283
Zhang Financial
Michigan
$1.71M +$1.59M +30,871 New
FFO
284
Fortitude Family Office
Arizona
$1.7M +$1.58M +30,633 New
NSB
285
Norway Savings Bank
Maine
$1.7M +$604K +11,720 +62%
BRWA
286
B. Riley Wealth Advisors
Florida
$1.69M +$1.58M +30,571 New
NAM
287
NTV Asset Management
West Virginia
$1.68M +$302K +5,870 +24%
JSL
288
JT Stratford LLC
Georgia
$1.68M +$92.2K +1,789 +6%
MGWM
289
Marks Group Wealth Management
Minnesota
$1.63M +$1.52M +29,476 New
FFW
290
Fusion Family Wealth
New York
$1.63M
RWPA
291
Richard W. Paul & Associates
Michigan
$1.63M -$16.4K -318 -1%
HWM
292
HB Wealth Management
Georgia
$1.62M +$1.51M +29,248 New
SAS
293
Stelac Advisory Services
New York
$1.62M +$429K +8,335 +40%
ACA
294
Atlas Capital Advisors
Wyoming
$1.61M -$19.3K -375 -1%
CT
295
Colonial Trust
South Carolina
$1.58M +$80K +1,553 +6%
FBT
296
First Bank & Trust
South Dakota
$1.55M
SL
297
SWMG LLC
Texas
$1.54M +$1.43M +27,819 New
FF
298
Farrell Financial
New York
$1.54M +$1.59M +30,839 New
PF
299
Phoenix Financial
Israel
$1.54M -$13.6K -263 -0.9%
AG
300
Ascent Group
Virginia
$1.53M +$222K +4,302 +19%

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.