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iShares MSCI Emerging Markets ex China ETF
EMXC

Overview Fund Activity

391 hedge funds and large institutions have $3.76B invested in iShares MSCI Emerging Markets ex China ETF in 2023 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 180 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
+43
Holders Change %
+12.36%
% of All Funds
6.17%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.33%
New
65
Increased
180
Reduced
89
Closed
21
Calls
$348K
Puts
$99K
Net Calls
+$249K
Net Calls Change
+$2.11M

Top Buyers

1
PCIG
1
Partners Capital Investment Group
Massachusetts
$458M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$224M
3
Ameriprise
3
Ameriprise
Minnesota
$125M
4
RBA
4
Richard Bernstein Advisors
New York
$124M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$123M

Top Sellers

1
BlackRock
1
BlackRock
New York
$107M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$34.1M
4
LFA
4
Legacy Financial Advisors
Kentucky
$5.41M
5
TIA
5
Traphagen Investment Advisors
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
301
EP Wealth Advisors
California
$253K +$253K +20,000 New
AIM
302
Athena Investment Management
California
$250K – – –
CSPAM
303
Cary Street Partners Asset Management
Virginia
$250K +$250K +4,801 New
RJT
304
Raymond James Trust
Florida
$249K +$249K +4,782 New
OC
305
Oppenheimer & Co
New York
$247K +$247K +4,757 New
AW
306
Avion Wealth
Texas
$241K -$35.8K -690 -13%
MFA
307
Morling Financial Advisors
California
$239K – – –
SHIM
308
Stone House Investment Management
Pennsylvania
$238K +$9.62K +185 +4%
AIS
309
American Investment Services
Massachusetts
$234K -$2.34K -45 -1%
BWL
310
Bogart Wealth LLC
Virginia
$226K -$28.3K -544 -11%
SSWM
311
Sheets Smith Wealth Management
North Carolina
$224K +$1.25K +24 +0.6%
AL
312
Aspiriant LLC
California
$220K – – –
VWA
313
V Wealth Advisors
Kansas
$218K +$218K +4,200 New
NHC
314
Nicholas Hoffman & Company
Georgia
$218K -$3.12K -60 -1%
CCFCSB
315
Cape Cod Five Cents Savings Bank
Massachusetts
$218K +$218K +4,189 New
Wealth Enhancement Advisory Services
316
Wealth Enhancement Advisory Services
Minnesota
$213K – – –
HI
317
Harbour Investments
Wisconsin
$212K +$111K +2,136 +110%
AWM
318
Avaii Wealth Management
Wisconsin
$209K +$209K +4,027 New
PP
319
PDS Planning
Ohio
$208K +$208K +3,994 New
AWM
320
Axxcess Wealth Management
California
$207K +$207K +3,979 New
BMM
321
Buffington Mohr McNeal
Idaho
$205K +$205K +3,950 New
WCFA
322
Walkner Condon Financial Advisors
Wisconsin
$205K -$85.9K -1,653 -30%
NWM
323
Northwest Wealth Management
Iowa
$203K +$203K +3,900 New
Luther King Capital Management (LKCM)
324
Luther King Capital Management (LKCM)
Texas
$202K – – –
ZF
325
Zhang Financial
Michigan
$201K +$201K +3,867 New
11 12
13
14 15