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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
HighTower Advisors
26
HighTower Advisors
Illinois
$53.3M +$2.64M +51,145 +6%
PAS
27
Park Avenue Securities
New York
$52.6M +$48.9M +949,599 New
Osaic Holdings
28
Osaic Holdings
Arizona
$47.7M +$34.1M +661,670 +332%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$46.4M +$21M +407,331 +95%
MCWS
30
McKinley Carter Wealth Services
West Virginia
$46.3M +$21.2M +410,567 +97%
VA
31
Valmark Advisers
Ohio
$46.2M +$807K +15,661 +2%
MML Investors Services
32
MML Investors Services
Massachusetts
$44.5M +$38.1M +738,655 +1,132%
USAA
33
United Services Automobile Association
Texas
$42.5M +$27.5M +534,462 +230%
Victory Capital Management
34
Victory Capital Management
Texas
$42.5M +$27.5M +534,462 +230%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$39.1M +$3.51M +68,040 +11%
Creative Planning
36
Creative Planning
Kansas
$37.5M +$6.36M +123,381 +22%
SIGI
37
Susquehanna International Group (Ireland)
Ireland
$36.7M +$34.1M +662,242 New
SFM
38
Soros Fund Management
New York
$35.6M
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$35.6M +$16.2M +314,311 +96%
1SB
40
1ST Source Bank
Indiana
$34M +$3.76M +72,926 +13%
DGAM
41
Desjardins Global Asset Management
Quebec, Canada
$33.5M -$412K -7,992 -1%
UBV
42
United Bank (Virginia)
Virginia
$33.4M +$31M +602,155 New
AWMS
43
Advocacy Wealth Management Services
Georgia
$33M +$30.7M +595,120 New
Stifel Financial
44
Stifel Financial
Missouri
$32.9M +$7.42M +144,021 +32%
AWM
45
Aprio Wealth Management
Georgia
$31.8M +$1.08M +20,877 +4%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$30.7M +$577K +11,196 +2%
WP
47
WealthSource Partners
California
$30.3M +$28.2M +547,060 New
Goldman Sachs
48
Goldman Sachs
New York
$29.6M +$14.8M +287,725 +117%
PC
49
Permanens Capital
New York
$29.3M +$5.79M +112,392 +27%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$28.6M +$18.1M +350,652 +211%

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.