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iShares MSCI Emerging Markets ex China ETF

653 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 248 funds opening new positions, 255 increasing their positions, 101 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
653
Holders Change
+203
Holders Change %
+45.11%
% of All Funds
9.57%
Holding in Top 10
46
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+58.62%
% of All Funds
0.67%
New
248
Increased
255
Reduced
101
Closed
40
Calls
$288K
Puts
$61K
Net Calls
+$227K
Net Calls Change
+$28K
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
326
Provident Wealth Management
Tennessee
$1.23M +$1.23M +22,183 New
EWA
327
EverSource Wealth Advisors
Alabama
$1.22M +$370K +6,685 +43%
AssetMark Inc
328
AssetMark Inc
California
$1.21M +$1.21M +21,927 New
HIA
329
Harvest Investment Advisors
Florida
$1.19M +$216K +3,893 +22%
CA
330
Clearstead Advisors
Ohio
$1.18M -$1.2M -21,632 -50%
ADL
331
Asset Dedication LLC
California
$1.17M +$119K +2,151 +11%
RTL
332
Red Tortoise LLC
Georgia
$1.16M +$1.12M +20,179 +2,691%
MGIA
333
Moneta Group Investment Advisors
Missouri
$1.14M -$49.7K -897 -4%
FFWA
334
Forthright Family Wealth Advisory
Texas
$1.13M +$1.13M +20,309 New
PFG
335
PAX Financial Group
Texas
$1.12M +$1.12M +20,116 New
FWP
336
Firethorn Wealth Partners
Georgia
$1.12M +$1.12M +20,147 New
WCM
337
Winthrop Capital Management
Indiana
$1.11M +$1.11M +20,081 New
OWM
338
Orgel Wealth Management
Wisconsin
$1.08M -$15K -270 -1%
OAP
339
One Advisory Partners
Kansas
$1.08M +$1.08M +19,478 New
KAS
340
Kestra Advisory Services
Texas
$1.08M +$662K +11,942 +159%
BWM
341
BlackDiamond Wealth Management
New York
$1.07M +$208K +3,805 +24%
MW
342
Maia Wealth
Colorado
$1.07M +$1.07M +19,251 New
CGA
343
Crescent Grove Advisors
Illinois
$1.04M +$9.64K +174 +0.9%
PIFP
344
Partners in Financial Planning
Virginia
$1.04M -$27.1K -489 -3%
CWM
345
Certus Wealth Management
California
$1.03M +$1.03M +18,644 New
CAM
346
Cobblestone Asset Management
Virginia
$1.03M +$1.03M +18,633 New
BWM
347
Birchcreek Wealth Management
Ohio
$1.02M +$1.02M +18,377 New
OP
348
ORG Partners
Indiana
$1.01M +$981K +17,712 +3,336%
MYIA
349
Mount Yale Investment Advisors
Colorado
$1.01M +$1.01M +18,163 New
GEA
350
Glen Eagle Advisors
New Jersey
$1.01M +$974K +17,569 +3,034%