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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
DI
301
DFPG Investments
Utah
$1.52M +$260K +5,050 +22%
MFS
302
Madrona Financial Services
Washington
$1.51M +$1.41M +27,294 New
DA
303
Detalus Advisors
Missouri
$1.51M +$1.41M +27,293 New
LOIP
304
Live Oak Investment Partners
Texas
$1.51M
PFS
305
Prospera Financial Services
Texas
$1.5M +$1.4M +27,085 New
M&T Bank
306
M&T Bank
New York
$1.47M +$15.3K +296 +1%
AWE
307
Avidian Wealth Enterprises
Texas
$1.47M +$690K +13,389 +102%
AR
308
Apeiron RIA
Texas
$1.46M +$1.36M +26,383 New
GT
309
Glenmede Trust
Pennsylvania
$1.43M +$447K +8,680 +51%
AWM
310
Atticus Wealth Management
Florida
$1.41M +$1.31M +25,421 New
CIBC World Market
311
CIBC World Market
Ontario, Canada
$1.41M +$359K +6,977 +38%
FPCP
312
Fort Point Capital Partners
California
$1.4M +$1.3M +25,325 New
FDP
313
Financiere des Professionnels
Quebec, Canada
$1.39M +$1.29M +25,000 New
WCM
314
Wealthcare Capital Management
Virginia
$1.38M +$1.28M +24,880 New
CWS
315
Cypress Wealth Services
California
$1.37M +$1.28M +24,756 New
AllianceBernstein
316
AllianceBernstein
Tennessee
$1.36M +$1.04M +20,091 +450%
Franklin Resources
317
Franklin Resources
California
$1.35M +$217K +4,217 +21%
FTWA
318
Fifth Third Wealth Advisors
Ohio
$1.3M +$1.8K +35 +0.1%
Wealthfront Advisers
319
Wealthfront Advisers
California
$1.29M +$326K +6,319 +37%
MIS
320
Morningstar Investment Services
Illinois
$1.29M +$1.2M +23,246 New
CNB
321
Camden National Bank
Maine
$1.29M +$331K +6,415 +38%
FA
322
Fiducient Advisors
Illinois
$1.27M +$206K +4,007 +21%
QHA
323
Quarry Hill Advisors
Minnesota
$1.27M +$58.1K +1,128 +5%
T
324
TNF
Montana
$1.27M +$1.19M +23,189 New
MLA
325
My Legacy Advisors
Oregon
$1.25M +$339K +6,582 +40%

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.