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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
CPA
476
Cardiff Park Advisors
California
$697K
HA
477
Hanover Advisors
South Carolina
$693K +$207K +3,719 +45%
TF
478
Theory Financial
Colorado
$691K +$378K +6,799 +131%
CRI
479
Commonwealth Retirement Investments
Virginia
$676K +$318K +5,719 +95%
FG
480
Foster Group
Iowa
$675K +$71.4K +1,283 +12%
SWA
481
Sightline Wealth Advisors
Connecticut
$669K +$387K +6,960 +149%
SS
482
Sunbelt Securities
Texas
$666K +$254K +4,561 +65%
RF
483
RHS Financial
California
$665K +$224K +4,026 +53%
EWA
484
EP Wealth Advisors
California
$663K +$301K +5,410 +89%
CAL
485
Capital Analysts LLC
Pennsylvania
$654K +$321K +5,772 +103%
NHC
486
Nicholas Hoffman & Company
Georgia
$645K +$4.28K +77 +0.7%
HCA
487
Horan Capital Advisors
Ohio
$640K +$1.39K +25 +0.2%
BFM
488
Boothbay Fund Management
New York
$633K +$612K +11,000 New
LSA
489
Lansing Street Advisors
Pennsylvania
$632K +$611K +10,983 New
CSPAM
490
Cary Street Partners Asset Management
Virginia
$632K +$203K +3,658 +50%
PFA
491
Peak Financial Advisors
Colorado
$630K -$3.78K -68 -0.6%
FA
492
Fiducient Advisors
Illinois
$626K -$673K -12,103 -53%
FWM
493
FFT Wealth Management
Pennsylvania
$620K +$599K +10,773 New
YIH
494
Y-Intercept (HK)
Hong Kong
$615K -$90.4K -1,625 -13%
CCFM
495
Clear Creek Financial Management
Washington
$608K +$329K +5,914 +127%
KMWM
496
Keudell/Morrison Wealth Management
Oregon
$605K +$8.35K +150 +1%
PFA
497
Pure Financial Advisors
California
$604K +$206K +3,709 +55%
ACP
498
Aveo Capital Partners
Colorado
$598K +$56.1K +1,008 +11%
HTC
499
Haverford Trust Company
Pennsylvania
$586K +$70.7K +1,270 +14%
VFPI
500
Vantage Financial Partners (Illinois)
Illinois
$585K +$22.3K +400 +4%

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.