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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
OC
376
Oppenheimer & Co
New York
$843K +$179K +3,467 +30%
PIA
377
Panoramic Investment Advisors
Colorado
$837K -$374K -7,251 -32%
FRA
378
FFG Retirement Advisors
Colorado
$832K +$774K +15,021 New
TW
379
TrinityPoint Wealth
Connecticut
$818K +$6.49K +126 +0.9%
GC
380
Gilbert & Cook
Iowa
$812K
SWA
381
Stratos Wealth Advisors
Ohio
$792K +$736K +14,292 New
DWT
382
Dorsey & Whitney Trust
South Dakota
$784K +$729K +14,150 New
SC
383
Savant Capital
Illinois
$779K -$6.8K -132 -0.9%
SWM
384
Spire Wealth Management
Virginia
$774K +$617K +11,967 +502%
TCM
385
Telos Capital Management
California
$770K -$26.2K -509 -4%
UB
386
UMB Bank
Missouri
$764K -$96.3K -1,870 -12%
VCP
387
Verus Capital Partners
Arizona
$746K +$694K +13,466 New
SFG
388
Summit Financial Group
West Virginia
$738K +$260K +5,040 +61%
IWM
389
IHT Wealth Management
Illinois
$738K +$293K +5,688 +75%
CCB
390
Cutter & Co Brokerage
Missouri
$726K +$24.7K +479 +4%
NL
391
NWAM LLC
Washington
$711K +$661K +12,832 New
APP
392
Avantax Planning Partners
Iowa
$710K +$87.6K +1,701 +15%
BHWM
393
Bay Harbor Wealth Management
Maryland
$708K +$658K +12,770 New
NPT
394
National Philanthropic Trust
Pennsylvania
$705K +$656K +12,727 New
CAG
395
Csenge Advisory Group
Florida
$705K +$655K +12,719 New
SWP
396
Strategic Wealth Partners
Ohio
$705K -$28K -544 -4%
CC
397
Copperleaf Capital
North Carolina
$700K +$651K +12,640 New
FAIM
398
Financial Advocates Investment Management
Washington
$699K +$650K +12,617 New
KFS
399
Kelly Financial Services
Massachusetts
$695K +$646K +12,544 New
GM
400
GeoWealth Management
Illinois
$693K -$44.9K -872 -7%

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.