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iShares MSCI Emerging Markets ex China ETF

241 hedge funds and large institutions have $1.65B invested in iShares MSCI Emerging Markets ex China ETF in 2021 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 87 increasing their positions, 30 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

571% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 14

190% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 30

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

47% more funds holding

Funds holding: 164241 (+77)

43% more capital invested

Capital invested by funds: $1.15B → $1.65B (+$498M)

2.78% less ownership

Funds ownership: 82.03%79.25% (-2.8%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $236K

Holders
241
Holders Change
+77
Holders Change %
+46.95%
% of All Funds
3.71%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
94
Increased
87
Reduced
30
Closed
14
Calls
Puts
$236K
Net Calls
-$236K
Net Calls Change
-$236K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
AE Wealth Management
Kansas
$15.4M +$13.6M +223,436 +717%
Osaic Holdings
27
Osaic Holdings
Arizona
$14.2M +$7.89M +129,702 +125%
EWA
28
Exencial Wealth Advisors
Oklahoma
$13.2M +$13.3M +217,906 New
Creative Planning
29
Creative Planning
Kansas
$12.4M +$4.3M +70,712 +53%
MOACM
30
Mutual of America Capital Management
New York
$12.1M +$12.2M +200,000 New
Bank of New York Mellon
31
Bank of New York Mellon
New York
$11.8M +$11.8M +194,438 New
AC
32
AlphaCore Capital
California
$11.7M +$985K +16,196 +9%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$11.4M +$695K +11,423 +6%
VWM
34
Venturi Wealth Management
Texas
$11.2M +$10.7M +176,324 +2,170%
Stifel Financial
35
Stifel Financial
Missouri
$9.61M -$22.5M -370,279 -70%
HWAM
36
Hennion & Walsh Asset Management
New Jersey
$9.25M +$1.8M +29,520 +24%
ICG
37
InterOcean Capital Group
Tennessee
$7.99M +$928K +15,256 +13%
FAIM
38
Financial Advocates Investment Management
Washington
$6.6M -$131K -2,151 -2%
NA
39
Nottingham Advisors
New York
$6.5M +$6.49M +106,622 New
Ameriprise
40
Ameriprise
Minnesota
$6.2M +$5.5M +90,463 +814%
LPL Financial
41
LPL Financial
California
$6.07M +$1.72M +28,330 +39%
Goldman Sachs
42
Goldman Sachs
New York
$6.06M +$6.08M +100,000 New
Baird Financial Group
43
Baird Financial Group
Wisconsin
$5.97M +$301K +4,952 +5%
OMC
44
Old Mission Capital
Illinois
$5.94M -$2.92M -48,035 -33%
LWAC
45
Laurel Wealth Advisors (California)
California
$5.89M +$5.91M +97,110 New
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$5.7M +$1.36M +22,347 +31%
SAS
47
Stelac Advisory Services
New York
$5.31M +$5.1M +83,902 +2,324%
Jane Street
48
Jane Street
New York
$5.21M -$36.7M -602,751 -88%
Citigroup
49
Citigroup
New York
$5.2M +$1.51M +24,835 +41%
RC
50
RegentAtlantic Capital
New Jersey
$4.87M +$820K +13,473 +20%

EMXC Hedge Fund Activity: Q4 2021 in Review

241 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ex China ETF (EMXC) for Q4 2021, worth a combined $1.65B — up 43% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new EMXC positions and 14 closed out — a net gain of 80 holders — while 87 added to existing stakes and 30 trimmed.

The largest buyer was Northern Trust, adding an estimated $67.3M. The largest seller was Jane Street, cutting an estimated $36.7M.

  • 241 institutional investors held iShares MSCI Emerging Markets ex China ETF (EMXC) as of Q4 2021, up from 164 in Q3 2021.
  • Funds reported $1.65B of iShares MSCI Emerging Markets ex China ETF stock for Q4 2021, up 43% quarter-over-quarter.
  • 94 funds opened new iShares MSCI Emerging Markets ex China ETF positions in Q4 2021 and 14 closed out, a net change of +80 holders.
  • The largest iShares MSCI Emerging Markets ex China ETF buyer in Q4 2021 was Northern Trust, an estimated $67.3M added.
  • The largest iShares MSCI Emerging Markets ex China ETF seller in Q4 2021 was Jane Street, an estimated $36.7M sold.

Based on aggregated 13F filings for Q4 2021.