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iShares MSCI Emerging Markets ex China ETF
EMXC

Overview Fund Activity

653 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 248 funds opening new positions, 255 increasing their positions, 101 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
653
Holders Change
+203
Holders Change %
+45.11%
% of All Funds
9.57%
Holding in Top 10
46
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+58.62%
% of All Funds
0.67%
New
248
Increased
255
Reduced
101
Closed
40
Calls
$288K
Puts
$61K
Net Calls
+$227K
Net Calls Change
+$28K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$526M
2
Morgan Stanley
2
Morgan Stanley
New York
$374M
3
Bank of America
3
Bank of America
North Carolina
$734M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$389M
5
LPL Financial
5
LPL Financial
California
$145M

Top Sellers

1
EW
1
Evoke Wealth
California
$0
2
MMH
2
Menora Mivtachim Holdings
Israel
$248M
3
OMC
3
Old Mission Capital
Illinois
$0
4
PCIG
4
Partners Capital Investment Group
Massachusetts
$530M
5
PP
5
Prudential plc
United Kingdom
$4.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
426
Cyndeo Wealth Partners
Florida
$580K +$580K +10,466 New
KMWM
427
Keudell/Morrison Wealth Management
Oregon
$574K – – –
HPM
428
Hoxton Planning & Management
West Virginia
$555K +$555K +10,013 New
CWM
429
Centurion Wealth Management
Virginia
$554K +$554K +9,997 New
VFPI
430
Vantage Financial Partners (Illinois)
Illinois
$540K -$14.4K -260 -3%
RSWM
431
Robertson Stephens Wealth Management
California
$540K +$540K +9,748 New
OFP
432
OLIO Financial Planning
Virginia
$538K +$136K +2,450 +34%
SW
433
Simplicity Wealth
New Jersey
$537K +$537K +9,692 New
BFG
434
Beacon Financial Group
Texas
$533K +$533K +9,615 New
CFG
435
Cosner Financial Group
Colorado
$532K +$532K +9,602 New
PP
436
Patron Partners
Texas
$529K +$5.76K +104 +1%
FG
437
Foster Group
Iowa
$520K – – –
ACP
438
Aveo Capital Partners
Colorado
$519K +$56.6K +1,022 +12%
AA
439
Ashford Advisors
New York
$519K – – –
JIC
440
Johnson Investment Counsel
Ohio
$513K +$513K +9,262 New
LF
441
Lantz Financial
Illinois
$506K +$506K +9,125 New
SVWG
442
Shared Vision Wealth Group
United States
$501K +$501K +9,036 New
FTS
443
Fifth Third Securities
Ohio
$500K -$2.5M -45,164 -83%
BNP Paribas Financial Markets
444
BNP Paribas Financial Markets
France
$498K +$498K +8,985 New
AAMC
445
Asset Allocation & Management Company
Illinois
$497K – – –
HTC
446
Haverford Trust Company
Pennsylvania
$494K – – –
PGA
447
Portland Global Advisors
Maine
$482K – – –
Vontobel Holding
448
Vontobel Holding
Switzerland
$480K -$119K -2,150 -20%
SWPG
449
Strategic Wealth Partners Group
Illinois
$478K +$478K +8,629 New
GFG
450
Greystone Financial Group
Michigan
$468K +$140K +2,527 +43%
16 17
18
19 20