We are live on ! Find out more
EMXC icon

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
EWA
501
EP Wealth Advisors
California
$339K -$13.9K -269 -4%
CRI
502
Commonwealth Retirement Investments
Virginia
$334K +$310K +6,026 New
VWWMG
503
Vermillion & White Wealth Management Group
Pennsylvania
$329K +$314K +6,093 New
CIA
504
Capital Investment Advisors
Georgia
$321K +$10.6K +206 +4%
AIS
505
American Investment Services
Massachusetts
$309K +$55.5K +1,077 +24%
MOS
506
MGO One Seven
Ohio
$309K +$287K +5,577 New
CAL
507
Capital Analysts LLC
Pennsylvania
$309K +$288K +5,582 New
CG
508
Caprock Group
Idaho
$308K +$16.6K +322 +6%
BFA
509
Beaumont Financial Advisors
Massachusetts
$307K -$27.2K -528 -9%
SFA
510
Source Financial Advisors
New York
$304K -$7.88K -153 -3%
MWA
511
Mills Wealth Advisors
Texas
$304K
EL
512
EWA LLC
Pennsylvania
$301K -$1.91M -37,084 -87%
NS
513
NBC Securities
Alabama
$292K +$1.75K +34 +0.6%
BCA
514
Bay Colony Advisors
Massachusetts
$292K +$271K +5,263 New
TF
515
Theory Financial
Colorado
$289K +$268K +5,209 New
AA
516
Alesco Advisors
New York
$288K -$148K -2,867 -36%
FSA
517
Financial Sense Advisors
California
$282K -$6.17M -119,802 -96%
BFS
518
Bare Financial Services
Pennsylvania
$277K +$258K +5,002 New
DDC
519
DF Dent & Co
Maryland
$273K
RAM
520
Ramirez Asset Management
New York
$273K -$19.6K -381 -7%
GWM
521
Greenwich Wealth Management
Connecticut
$272K -$401K -7,789 -61%
B
522
Bridgeworth
Alabama
$270K
Jones Financial Companies
523
Jones Financial Companies
Missouri
$267K +$138K +2,677 +125%
AIM
524
Athena Investment Management
California
$266K
AWMNH
525
Arcadia Wealth Management (New Hampshire)
New Hampshire
$265K +$246K +4,774 New

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.