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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
AWM
526
Axxcess Wealth Management
California
$501K +$221K +3,967 +84%
PGA
527
Portland Global Advisors
Maine
$501K
KFGK
528
Keystone Financial Group (Kentucky)
Kentucky
$500K +$483K +8,677 New
Vontobel Holding
529
Vontobel Holding
Switzerland
$499K
RFP
530
Root Financial Partners
California
$495K +$119K +2,134 +33%
DWM
531
Denver Wealth Management
Colorado
$494K +$477K +8,582 New
WS
532
Wedbush Securities
California
$486K +$470K +8,441 New
BWA
533
BCU Wealth Advisors
Illinois
$482K +$466K +8,380 New
TWP
534
TFO Wealth Partners
Ohio
$476K
AC
535
ASB Consultores
Florida
$473K +$197K +3,539 +76%
ECM
536
Exchange Capital Management
Michigan
$472K -$2.89K -52 -0.6%
D
537
Dentgroup
Louisiana
$471K +$455K +8,178 New
AWA
538
Aletheian Wealth Advisors
Washington
$468K
PFGIA
539
Patriot Financial Group Insurance Agency
Massachusetts
$464K +$448K +8,060 New
KP
540
Keel Point
Alabama
$461K
MW
541
Marcum Wealth
Ohio
$459K +$444K +7,973 New
VCM
542
Virtue Capital Management
Tennessee
$456K +$65.8K +1,183 +17%
KeyBank National Association
543
KeyBank National Association
Ohio
$453K +$437K +7,862 New
VA
544
Vident Advisory
Georgia
$451K -$11.6K -209 -3%
BPA
545
Beacon Pointe Advisors
California
$450K +$16.5K +296 +4%
SIC
546
SJS Investment Consulting
Ohio
$449K -$9.18K -165 -2%
RIM
547
Redwood Investment Management
Arizona
$445K +$430K +7,737 New
EL
548
EQ LLC
Washington
$439K +$424K +7,630 New
SFG
549
Sovereign Financial Group
Connecticut
$432K +$212K +3,804 +103%
MTWSIF
550
Mivtachim The Workers Social Insurance Fund
Israel
$432K

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.