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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
RWP
426
RWA Wealth Partners
Massachusetts
$993K +$713K +12,824 +290%
PS
427
Principal Securities
Iowa
$986K +$300K +5,390 +46%
Jones Financial Companies
428
Jones Financial Companies
Missouri
$979K +$677K +12,170 +252%
RSWM
429
Robertson Stephens Wealth Management
California
$977K +$402K +7,228 +74%
NL
430
NWAM LLC
Washington
$976K +$231K +4,144 +32%
CCM
431
Coldstream Capital Management
Washington
$970K +$560K +10,063 +148%
ITIM
432
Indiana Trust & Investment Management
Indiana
$964K
GSIS
433
Global Strategic Investment Solutions
Arizona
$961K +$73K +1,312 +9%
NL
434
NVWM LLC
Pennsylvania
$958K -$7.9K -142 -0.8%
CHAM
435
Clear Harbor Asset Management
Connecticut
$955K +$37.7K +677 +4%
NC
436
Nipun Capital
California
$950K +$918K +16,500 New
WN
437
Williams & Novak
California
$948K
WAL
438
W Advisors LLC
Tennessee
$947K +$238K +4,286 +35%
VHAM
439
Van Hulzen Asset Management
California
$937K +$21K +377 +2%
MWM
440
Mosley Wealth Management
California
$936K +$546K +9,819 +153%
QPWM
441
Quadrant Private Wealth Management
Pennsylvania
$929K +$650K +11,684 +263%
GWP
442
Gateway Wealth Partners
Wisconsin
$920K +$459K +8,243 +106%
BAM
443
Belpointe Asset Management
Nevada
$877K -$50.4K -906 -6%
RFP
444
RCS Financial Planning
Maryland
$868K +$230K +4,141 +38%
FRA
445
FFG Retirement Advisors
Colorado
$865K +$445 +8 +0.1%
BBA
446
Braun-Bostich & Associates
Pennsylvania
$859K +$830K +14,928 New
CWP
447
Cyndeo Wealth Partners
Florida
$855K +$244K +4,385 +42%
Empower Advisory Group
448
Empower Advisory Group
Colorado
$853K -$95.1K -1,709 -10%
MWM
449
Maripau Wealth Management
Indiana
$844K +$447K +8,043 +122%
GC
450
Gilbert & Cook
Iowa
$843K

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.