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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
TPWA
551
Twin Peaks Wealth Advisors
California
$230K +$214K +4,152 New
HF
552
HRT Financial
New York
$230K +$214K +4,158 New
M
553
MYeCFO
California
$227K
FI
554
FWG Investments
Kentucky
$227K +$211K +4,090 New
CPL
555
CAP Partners LLC
Tennessee
$224K +$208K +4,034 New
RJT
556
Raymond James Trust
Florida
$223K -$32.3K -627 -13%
BCM
557
Basso Capital Management
Connecticut
$222K
BMM
558
Buffington Mohr McNeal
Idaho
$219K +$204K +3,950 New
CFP
559
Catalyst Financial Partners
Massachusetts
$216K +$201K +3,893 New
Luther King Capital Management (LKCM)
560
Luther King Capital Management (LKCM)
Texas
$216K
AWA
561
Arkadios Wealth Advisors
Georgia
$214K +$199K +3,867 New
WIA
562
World Investment Advisors
California
$212K +$197K +3,831 New
TPWA
563
TRUE Private Wealth Advisors
Oregon
$207K +$193K +3,740 New
NWM
564
Northwest Wealth Management
Iowa
$206K +$191K +3,712 New
SFG
565
Sovereign Financial Group
Connecticut
$205K +$191K +3,704 New
BFA
566
Beacon Financial Advisory
Ohio
$204K +$190K +3,680 New
FVCM
567
F&V Capital Management
Florida
$201K +$187K +3,625 New
MPWT
568
MassMutual Private Wealth & Trust
Connecticut
$199K +$55.1K +1,070 +42%
IA
569
IFP Advisors
Florida
$199K +$183K +3,556 +11,471%
LFASL
570
Lugano Financial Advisors SA (LFA)
Switzerland
$197K +$183K +3,547 New
AF
571
Allworth Financial
California
$193K +$177K +3,435 +6,245%
BWL
572
Bogart Wealth LLC
Virginia
$160K -$46.8K -909 -24%
LFA
573
LGT Financial Advisors
Texas
$153K +$142K +2,762 New
IGWM
574
ICA Group Wealth Management
Colorado
$152K +$141K +2,743 New
APC
575
Aspire Private Capital
North Carolina
$141K +$128K +2,485 +4,360%

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.