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iShares MSCI Emerging Markets ex China ETF

451 hedge funds and large institutions have $4.55B invested in iShares MSCI Emerging Markets ex China ETF in 2023 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 204 increasing their positions, 88 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

332% more call options, than puts

Call options by funds: $259K | Put options by funds: $60K

242% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 26

132% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 88

38% more funds holding in top 10

Funds holding in top 10: 2129 (+8)

21% more capital invested

Capital invested by funds: $3.76B → $4.55B (+$794M)

15% more funds holding

Funds holding: 392451 (+59)

2.45% more ownership

Funds ownership: 85.34%87.78% (+2.4%)

Holders
451
Holders Change
+59
Holders Change %
+15.05%
% of All Funds
7.16%
Holding in Top 10
29
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+38.1%
% of All Funds
0.46%
New
89
Increased
204
Reduced
88
Closed
26
Calls
$259K
Puts
$60K
Net Calls
+$199K
Net Calls Change
-$50K
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
376
Raleigh Capital Management
North Carolina
$163K -$6.18K -119 -4%
BWM
377
Baystate Wealth Management
Massachusetts
$157K -$3.22K -62 -2%
TRCT
378
Tower Research Capital (TRC)
New York
$135K +$141K +2,710 New
DZ Bank
379
DZ Bank
Germany
$131K +$137K +2,638 New
PA
380
Parallel Advisors
California
$129K +$57.6K +1,110 +75%
MPWT
381
MassMutual Private Wealth & Trust
Connecticut
$126K +$1.76K +34 +1%
PTC
382
Private Trust Company
Ohio
$125K
SWM
383
Spire Wealth Management
Virginia
$119K -$1.3K -25 -1%
CWC
384
Carolinas Wealth Consulting
North Carolina
$111K
Jones Financial Companies
385
Jones Financial Companies
Missouri
$107K +$60.3K +1,162 +118%
VWM
386
Venturi Wealth Management
Texas
$104K +$11.5K +222 +12%
BONH
387
Bank of New Hampshire
New Hampshire
$102K
AAP
388
Arax Advisory Partners
Colorado
$93.4K +$97.3K +1,875 New
VNA
389
Valley National Advisers
Pennsylvania
$88K -$9.76K -188 -10%
PFBT
390
Parkside Financial Bank & Trust
Missouri
$86.8K +$90.4K +1,741 New
HCA
391
Heck Capital Advisors
Wisconsin
$86.2K
TWC
392
TD Waterhouse Canada
Ontario, Canada
$84.4K
CT
393
Cambridge Trust
Massachusetts
$82.2K
BSB
394
Bangor Savings Bank
Maine
$82K
PWA
395
Provenance Wealth Advisors
Florida
$81.6K +$85K +1,638 New
BIA
396
Bell Investment Advisors
California
$79.5K
BFO
397
Biltmore Family Office
North Carolina
$74.7K
FWP
398
FAS Wealth Partners
Kansas
$74.1K
FAM
399
Flaharty Asset Management
Florida
$69.8K +$72.7K +1,400 New
FIM
400
FWL Investment Management
Texas
$65.2K +$67.9K +1,308 New

EMXC Hedge Fund Activity: Q3 2023 in Review

451 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ex China ETF (EMXC) for Q3 2023, worth a combined $4.55B — up 21% from $3.76B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new EMXC positions and 26 closed out — a net gain of 63 holders — while 204 added to existing stakes and 88 trimmed.

The largest buyer was Bank of America, adding an estimated $140M. The largest seller was BlackRock, cutting an estimated $24.5M.

  • 451 institutional investors held iShares MSCI Emerging Markets ex China ETF (EMXC) as of Q3 2023, up from 392 in Q2 2023.
  • Funds reported $4.55B of iShares MSCI Emerging Markets ex China ETF stock for Q3 2023, up 21% quarter-over-quarter.
  • 89 funds opened new iShares MSCI Emerging Markets ex China ETF positions in Q3 2023 and 26 closed out, a net change of +63 holders.
  • The largest iShares MSCI Emerging Markets ex China ETF buyer in Q3 2023 was Bank of America, an estimated $140M added.
  • The largest iShares MSCI Emerging Markets ex China ETF seller in Q3 2023 was BlackRock, an estimated $24.5M sold.

Based on aggregated 13F filings for Q3 2023.