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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
EFH
501
Eaton Financial Holdings
Florida
$584K +$565K +10,151 New
NRC
502
New Republic Capital
North Carolina
$573K +$108K +1,935 +24%
MG
503
Mather Group
Illinois
$570K -$42.3K -760 -7%
CA
504
Clearstead Advisors
Ohio
$569K -$634K -11,397 -54%
AWM
505
Apollon Wealth Management
South Carolina
$567K +$298K +5,361 +119%
NFG
506
Nations Financial Group
Iowa
$567K +$94.7K +1,702 +21%
SPI
507
Sutton Place Investors
New York
$566K +$547K +9,826 New
MOS
508
MGO One Seven
Ohio
$561K +$231K +4,160 +75%
TPWA
509
TRUE Private Wealth Advisors
Oregon
$559K +$332K +5,970 +160%
AWA
510
ARQ Wealth Advisors
Arizona
$555K +$536K +9,639 New
CFG
511
Cosner Financial Group
Colorado
$555K +$1.89K +34 +0.4%
RCM
512
Raleigh Capital Management
North Carolina
$546K +$292K +5,243 +124%
BIA
513
Bigelow Investment Advisors
Maine
$546K +$527K +9,481 New
CWM
514
Cornerstone Wealth Management
Missouri
$539K -$151K -2,720 -23%
AA
515
Ashford Advisors
New York
$539K
OFP
516
OLIO Financial Planning
Virginia
$538K
JIC
517
Johnson Investment Counsel
Ohio
$533K
PIA
518
Panoramic Investment Advisors
Colorado
$526K -$332K -5,975 -40%
OCM
519
Objective Capital Management
Ohio
$523K +$87.3K +1,569 +21%
GFG
520
Greystone Financial Group
Michigan
$522K +$34.2K +615 +7%
CCM
521
Canal Capital Management
Virginia
$522K +$116K +2,085 +30%
AAMC
522
Asset Allocation & Management Company
Illinois
$516K
LIA
523
LifePlan Investment Advisors
North Carolina
$515K +$497K +8,940 New
CA
524
Claro Advisors
Massachusetts
$510K +$493K +8,860 New
SW
525
SVB Wealth
Massachusetts
$505K -$119K -2,141 -20%

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.