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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
DAM
326
Derbend Asset Management
Georgia
$1.24M +$1.15M +22,313 New
PWM
327
Provident Wealth Management
Tennessee
$1.23M +$1.14M +22,183 New
EWA
328
EverSource Wealth Advisors
Alabama
$1.22M +$344K +6,685 +43%
AssetMark Inc
329
AssetMark Inc
California
$1.21M +$1.13M +21,927 New
HIA
330
Harvest Investment Advisors
Florida
$1.19M +$201K +3,893 +22%
CA
331
Clearstead Advisors
Ohio
$1.18M -$1.11M -21,632 -50%
ADL
332
Asset Dedication LLC
California
$1.17M +$111K +2,151 +11%
RTL
333
Red Tortoise LLC
Georgia
$1.16M +$1.04M +20,179 +2,691%
MGIA
334
Moneta Group Investment Advisors
Missouri
$1.14M -$46.2K -897 -4%
FFWA
335
Forthright Family Wealth Advisory
Texas
$1.13M +$1.05M +20,309 New
PFG
336
PAX Financial Group
Texas
$1.12M +$1.04M +20,116 New
FWP
337
Firethorn Wealth Partners
Georgia
$1.12M +$1.04M +20,147 New
WCM
338
Winthrop Capital Management
Indiana
$1.11M +$1.03M +20,081 New
OWM
339
Orgel Wealth Management
Wisconsin
$1.08M -$13.9K -270 -1%
OAP
340
One Advisory Partners
Kansas
$1.08M +$1M +19,478 New
KAS
341
Kestra Advisory Services
Texas
$1.08M +$615K +11,942 +159%
BWM
342
BlackDiamond Wealth Management
New York
$1.07M +$196K +3,805 +24%
MW
343
Maia Wealth
Colorado
$1.07M +$992K +19,251 New
CGA
344
Crescent Grove Advisors
Illinois
$1.04M +$8.96K +174 +0.9%
PIFP
345
Partners in Financial Planning
Virginia
$1.04M -$25.2K -489 -3%
CWM
346
Certus Wealth Management
California
$1.03M +$961K +18,644 New
CAM
347
Cobblestone Asset Management
Virginia
$1.03M +$960K +18,633 New
BWM
348
Birchcreek Wealth Management
Ohio
$1.02M +$947K +18,377 New
OP
349
ORG Partners
Indiana
$1.01M +$913K +17,712 +3,336%
MYIA
350
Mount Yale Investment Advisors
Colorado
$1.01M +$936K +18,163 New

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.