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iShares MSCI Emerging Markets ex China ETF

755 hedge funds and large institutions have $11.5B invested in iShares MSCI Emerging Markets ex China ETF in 2024 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 431 increasing their positions, 105 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

336% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 33

310% more repeat investments, than reductions

Existing positions increased: 431 | Existing positions reduced: 105

68% more call options, than puts

Call options by funds: $956K | Put options by funds: $570K

45% more capital invested

Capital invested by funds: $7.95B → $11.5B (+$3.54B)

20% more funds holding in top 10

Funds holding in top 10: 4655 (+9)

15% more funds holding

Funds holding: 655755 (+100)

0.51% less ownership

Funds ownership: 91.63%91.12% (-0.51%)

Holders
755
Holders Change
+100
Holders Change %
+15.27%
% of All Funds
10.88%
Holding in Top 10
55
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+19.57%
% of All Funds
0.79%
New
144
Increased
431
Reduced
105
Closed
33
Calls
$956K
Puts
$570K
Net Calls
+$386K
Net Calls Change
+$159K
Name Holding Trade Value Shares
Change
Change in
Stake
KC
351
Kades & Cheifetz
Pennsylvania
$1.89M +$1.82M +32,774 New
JSL
352
JT Stratford LLC
Georgia
$1.87M +$120K +2,153 +7%
SW
353
Simplicity Wealth
New Jersey
$1.84M +$1.24M +22,233 +229%
Rafferty Asset Management
354
Rafferty Asset Management
New York
$1.83M +$1.77M +31,785 New
Wealthfront Advisers
355
Wealthfront Advisers
California
$1.79M +$432K +7,772 +33%
FWP
356
Firethorn Wealth Partners
Georgia
$1.77M +$592K +10,639 +53%
DAS
357
Diversify Advisory Services
Utah
$1.77M +$1.71M +30,820 New
MGWM
358
Marks Group Wealth Management
Minnesota
$1.77M +$69.4K +1,248 +4%
BCM
359
Beaumont Capital Management
Massachusetts
$1.77M -$33.9K -610 -2%
SAS
360
Stelac Advisory Services
New York
$1.76M +$79.8K +1,434 +5%
TC
361
TAP Consulting
Missouri
$1.76M +$1.7M +30,634 New
MGIA
362
Moneta Group Investment Advisors
Missouri
$1.75M +$545K +9,802 +48%
SWM
363
Spire Wealth Management
Virginia
$1.73M +$873K +15,692 +109%
SWA
364
Stratos Wealth Advisors
Ohio
$1.72M +$870K +15,642 +109%
CT
365
Colonial Trust
South Carolina
$1.72M +$77.7K +1,396 +5%
CCMG
366
Clark Capital Management Group
Pennsylvania
$1.71M -$497K -8,936 -23%
GT
367
Glenmede Trust
Pennsylvania
$1.7M +$208K +3,732 +14%
FFW
368
Fusion Family Wealth
New York
$1.69M
HWM
369
HB Wealth Management
Georgia
$1.68M +$834 +15 +0.1%
HIA
370
Harvest Investment Advisors
Florida
$1.65M +$407K +7,315 +34%
ICP
371
Interchange Capital Partners
Pennsylvania
$1.63M +$568K +10,203 +65%
SWP
372
Stratos Wealth Partners
Ohio
$1.63M +$1.57M +28,283 New
MIS
373
Morningstar Investment Services
Illinois
$1.62M +$279K +5,015 +22%
SVWG
374
Shared Vision Wealth Group
United States
$1.61M +$1.05M +18,867 +209%
FBT
375
First Bank & Trust
South Dakota
$1.61M

EMXC Hedge Fund Activity: Q1 2024 in Review

755 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ex China ETF (EMXC) for Q1 2024, worth a combined $11.5B — up 45% from $7.95B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new EMXC positions and 33 closed out — a net gain of 111 holders — while 431 added to existing stakes and 105 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $506M. The largest seller was Partners Capital Investment Group, cutting an estimated $238M.

  • 755 institutional investors held iShares MSCI Emerging Markets ex China ETF (EMXC) as of Q1 2024, up from 655 in Q4 2023.
  • Funds reported $11.5B of iShares MSCI Emerging Markets ex China ETF stock for Q1 2024, up 45% quarter-over-quarter.
  • 144 funds opened new iShares MSCI Emerging Markets ex China ETF positions in Q1 2024 and 33 closed out, a net change of +111 holders.
  • The largest iShares MSCI Emerging Markets ex China ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $506M added.
  • The largest iShares MSCI Emerging Markets ex China ETF seller in Q1 2024 was Partners Capital Investment Group, an estimated $238M sold.

Based on aggregated 13F filings for Q1 2024.