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iShares MSCI Emerging Markets ex China ETF

51 hedge funds and large institutions have $62M invested in iShares MSCI Emerging Markets ex China ETF in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 17 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 2

325% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 4

121% more capital invested

Capital invested by funds: $28M → $62M (+$34M)

70% more funds holding

Funds holding: 3051 (+21)

8.26% more ownership

Funds ownership: 33.6%41.86% (+8.3%)

Holders
51
Holders Change
+21
Holders Change %
+70%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
17
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$386K +$44.3K +865 +15%
WT
27
Whittier Trust
California
$383K +$345K +6,730 New
TI
28
Truepoint Inc
Ohio
$367K +$331K +6,462 New
CPIG
29
Chicago Partners Investment Group
Illinois
$364K -$99.9K -1,949 -24%
Osaic Holdings
30
Osaic Holdings
Arizona
$362K +$277K +5,398 +549%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$355K -$16.9K -330 -5%
HighTower Advisors
32
HighTower Advisors
Illinois
$299K
FSC
33
Full Sail Capital
Oklahoma
$248K +$213K +4,152 New
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$247K +$223K +4,345 New
MM
35
Main Management
California
$244K +$35.9K +700 +19%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$230K +$207K +4,038 New
FG
37
Foster Group
Iowa
$202K +$184K +3,590 New
VFA
38
Valeo Financial Advisors
Indiana
$181K +$96.6K +1,885 +146%
NFG
39
Next Financial Group
Texas
$114K
ADL
40
Asset Dedication LLC
California
$96K +$86.9K +1,696 New
Morgan Stanley
41
Morgan Stanley
New York
$86K +$45.9K +895 +143%
OSNBOA
42
Old Second National Bank of Aurora
Illinois
$78K +$70.6K +1,378 New
TFO
43
Tarbox Family Office
California
$64K
TF
44
TimeScale Financial
Massachusetts
$54K -$27.1K -529 -36%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$53K
BAMG
46
Brand Asset Management Group
Missouri
$49K +$2.05K +40 +5%
BC
47
Belmont Capital
California
$47K +$42.1K +822 New
BWM
48
Baystate Wealth Management
Massachusetts
$36K +$32.3K +631 New
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$32K
GEA
50
Glen Eagle Advisors
New Jersey
$11.4K +$10.2K +200 New

EMXC Hedge Fund Activity: Q4 2020 in Review

51 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ex China ETF (EMXC) for Q4 2020, worth a combined $62M — up 121% from $28M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new EMXC positions and 2 closed out — a net gain of 22 holders — while 17 added to existing stakes and 4 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $4.79M. The largest seller was Equitable Holdings, exiting entirely with an estimated $333K sold.

  • 51 institutional investors held iShares MSCI Emerging Markets ex China ETF (EMXC) as of Q4 2020, up from 30 in Q3 2020.
  • Funds reported $62M of iShares MSCI Emerging Markets ex China ETF stock for Q4 2020, up 121% quarter-over-quarter.
  • 24 funds opened new iShares MSCI Emerging Markets ex China ETF positions in Q4 2020 and 2 closed out, a net change of +22 holders.
  • The largest iShares MSCI Emerging Markets ex China ETF buyer in Q4 2020 was Old Mission Capital, an estimated $4.79M added.
  • The largest iShares MSCI Emerging Markets ex China ETF seller in Q4 2020 was Equitable Holdings, an estimated $333K sold.

Based on aggregated 13F filings for Q4 2020.