We are live on ! Find out more
EMXC icon

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
SPAS
401
Spectrum Planning & Advisory Services
California
$693K +$644K +12,503 New
Qube Research & Technologies (QRT)
402
Qube Research & Technologies (QRT)
United Kingdom
$691K -$1.38M -26,783 -68%
JFG
403
Jefferies Financial Group
New York
$689K +$64.7K +1,256 +11%
YIH
404
Y-Intercept (HK)
Hong Kong
$682K +$635K +12,316 New
WAL
405
W Advisors LLC
Tennessee
$674K +$627K +12,163 New
CPA
406
Cardiff Park Advisors
California
$671K +$670 +13 +0.1%
CWM
407
Cornerstone Wealth Management
Missouri
$670K +$293K +5,680 +89%
FA
408
FDx Advisors
Illinois
$669K +$190K +3,690 +44%
AC
409
Apella Capital
Connecticut
$651K -$8.4K -163 -1%
PS
410
Principal Securities
Iowa
$651K +$605K +11,744 New
CAM
411
Campion Asset Management
Virginia
$651K -$102K -1,975 -14%
VWM
412
Venturi Wealth Management
Texas
$642K +$490K +9,509 +457%
WCA
413
Westover Capital Advisors
Delaware
$642K +$321K +6,230 +116%
WPC
414
Wedmont Private Capital
Pennsylvania
$624K +$240K +4,656 +70%
CFC
415
Client First Capital
California
$622K -$168K -3,255 -22%
BFEC
416
Benjamin F. Edwards & Company
Missouri
$617K -$571K -11,077 -50%
NHC
417
Nicholas Hoffman & Company
Georgia
$617K +$357K +6,929 +165%
HCA
418
Horan Capital Advisors
Ohio
$614K -$16.7K -325 -3%
MG
419
Mather Group
Illinois
$612K +$353K +6,854 +163%
PFA
420
Peak Financial Advisors
Colorado
$610K +$9.38K +182 +2%
AF
421
Advisornet Financial
Minnesota
$610K +$567K +11,005 New
RFP
422
RCS Financial Planning
Maryland
$606K +$563K +10,932 New
SW
423
SVB Wealth
Massachusetts
$605K -$38.8K -753 -6%
DE
424
Day & Ennis
Georgia
$594K +$552K +10,722 New
BCG
425
Breakwater Capital Group
New Jersey
$592K +$150K +2,903 +36%

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.