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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
HPM
401
Hoxton Planning & Management
West Virginia
$1.26M +$658K +11,823 +118%
PCA
402
Prosperity Capital Advisors
Ohio
$1.24M -$2.99M -53,833 -71%
FFWA
403
Forthright Family Wealth Advisory
Texas
$1.24M +$67.6K +1,216 +6%
SFG
404
Summit Financial Group
West Virginia
$1.21M +$427K +7,684 +58%
OAP
405
One Advisory Partners
Kansas
$1.21M +$84.2K +1,514 +8%
PF
406
Phoenix Financial
Israel
$1.19M -$389K -6,989 -25%
TFGT
407
TS Financial Group (TSFG)
Illinois
$1.18M +$1.1M +19,824 +3,377%
PIFP
408
Partners in Financial Planning
Virginia
$1.17M +$88.7K +1,595 +8%
WCM
409
Winthrop Capital Management
Indiana
$1.17M +$15.1K +271 +1%
OC
410
Oppenheimer & Co
New York
$1.17M +$280K +5,033 +33%
BFEC
411
Benjamin F. Edwards & Company
Missouri
$1.13M +$476K +8,561 +77%
OWM
412
Orgel Wealth Management
Wisconsin
$1.12M +$2.34K +42 +0.2%
WCM
413
Wealthcare Capital Management
Virginia
$1.11M -$309K -5,550 -22%
ACA
414
Aptus Capital Advisors
Alabama
$1.08M +$996K +17,896 +2,209%
CIC
415
Carnegie Investment Counsel
Ohio
$1.08M +$37.9K +681 +4%
EFL
416
ERn Financial LLC
Wisconsin
$1.05M
UB
417
UMB Bank
Missouri
$1.05M +$248K +4,463 +32%
SAW
418
Signal Advisors Wealth
Michigan
$1.04M +$604K +10,859 +149%
TW
419
TrinityPoint Wealth
Connecticut
$1.03M +$176K +3,166 +21%
PCIA
420
Prime Capital Investment Advisors
Kansas
$1.03M +$11.6K +209 +1%
GSC
421
Grey Street Capital
Illinois
$1.02M +$984K +17,697 New
Fidelity Investments
422
Fidelity Investments
Massachusetts
$1.02M +$719K +12,921 +274%
SEM
423
Strategic Equity Management
Arizona
$1.01M +$981K +17,631 New
GM
424
GeoWealth Management
Illinois
$998K +$269K +4,827 +39%
FHA
425
Flagship Harbor Advisors
Massachusetts
$996K +$962K +17,300 New

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.