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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
GEA
351
Glen Eagle Advisors
New Jersey
$1.01M +$905K +17,569 +3,034%
BWM
352
Baystate Wealth Management
Massachusetts
$1M +$769K +14,924 +474%
MFA
353
Mayflower Financial Advisors
Massachusetts
$1M +$930K +18,051 New
CIC
354
Carnegie Investment Counsel
Ohio
$997K +$50.3K +977 +6%
BSG
355
Black Swift Group
Colorado
$982K +$913K +17,724 New
PCIA
356
Prime Capital Investment Advisors
Kansas
$977K +$308K +5,979 +51%
EFL
357
ERn Financial LLC
Wisconsin
$973K
Wealth Enhancement Advisory Services
358
Wealth Enhancement Advisory Services
Minnesota
$961K +$39.3K +762 +5%
WN
359
Williams & Novak
California
$948K +$882K +17,110 New
SWM
360
SigFig Wealth Management
California
$941K +$875K +16,987 New
SWM
361
Scissortail Wealth Management
Oklahoma
$930K +$877K +17,013 New
NL
362
NVWM LLC
Pennsylvania
$930K -$51.3K -995 -6%
ITIM
363
Indiana Trust & Investment Management
Indiana
$928K +$863K +16,750 New
Empower Advisory Group
364
Empower Advisory Group
Colorado
$916K +$77.7K +1,509 +10%
HNW
365
High Note Wealth
Minnesota
$913K +$437K +8,485 +106%
BAM
366
Belpointe Asset Management
Nevada
$895K -$4.43K -86 -0.5%
TVM
367
True Vision MN
Minnesota
$888K +$826K +16,028 New
CHAM
368
Clear Harbor Asset Management
Connecticut
$882K +$56.1K +1,088 +7%
VHAM
369
Van Hulzen Asset Management
California
$881K +$819K +15,904 New
FFN
370
Focus Financial Network
Minnesota
$881K +$819K +15,899 New
Cerity Partners
371
Cerity Partners
New York
$879K +$51.7K +1,004 +7%
MWS
372
Maxwell Wealth Strategies
California
$877K +$816K +15,833 New
ICP
373
Interchange Capital Partners
Pennsylvania
$877K +$513K +9,964 +170%
GSIS
374
Global Strategic Investment Solutions
Arizona
$852K -$48.5K -941 -6%
TFM
375
Trademark Financial Management
Minnesota
$849K +$790K +15,327 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.