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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
Tudor Investment Corp
426
Tudor Investment Corp
Connecticut
$590K +$549K +10,648 New
SPC
427
Sigma Planning Corp
Michigan
$589K +$180K +3,500 +49%
CWP
428
Cyndeo Wealth Partners
Florida
$580K +$539K +10,466 New
KMWM
429
Keudell/Morrison Wealth Management
Oregon
$574K
HPM
430
Hoxton Planning & Management
West Virginia
$555K +$516K +10,013 New
CWM
431
Centurion Wealth Management
Virginia
$554K +$515K +9,997 New
VFPI
432
Vantage Financial Partners (Illinois)
Illinois
$540K -$13.4K -260 -3%
RSWM
433
Robertson Stephens Wealth Management
California
$540K +$502K +9,748 New
OFP
434
OLIO Financial Planning
Virginia
$538K +$126K +2,450 +34%
SW
435
Simplicity Wealth
New Jersey
$537K +$499K +9,692 New
BFG
436
Beacon Financial Group
Texas
$533K +$495K +9,615 New
CFG
437
Cosner Financial Group
Colorado
$532K +$495K +9,602 New
PP
438
Patron Partners
Texas
$529K +$5.36K +104 +1%
FG
439
Foster Group
Iowa
$520K
ACP
440
Aveo Capital Partners
Colorado
$519K +$52.7K +1,022 +12%
AA
441
Ashford Advisors
New York
$519K
JIC
442
Johnson Investment Counsel
Ohio
$513K +$477K +9,262 New
LF
443
Lantz Financial
Illinois
$506K +$470K +9,125 New
SVWG
444
Shared Vision Wealth Group
United States
$501K +$466K +9,036 New
FTS
445
Fifth Third Securities
Ohio
$500K -$2.33M -45,164 -83%
BNP Paribas Financial Markets
446
BNP Paribas Financial Markets
France
$498K +$463K +8,985 New
AAMC
447
Asset Allocation & Management Company
Illinois
$497K
HTC
448
Haverford Trust Company
Pennsylvania
$494K
PGA
449
Portland Global Advisors
Maine
$482K
Vontobel Holding
450
Vontobel Holding
Switzerland
$480K -$111K -2,150 -20%

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.