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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
SFA
551
Source Financial Advisors
New York
$431K +$111K +2,001 +36%
MI
552
Moneywise Inc
Virginia
$430K +$415K +7,465 New
GCAC
553
Guardian Capital Advisors (Canada)
Ontario, Canada
$424K +$24.5K +440 +6%
Betterment LLC
554
Betterment LLC
New York
$422K +$42.7K +768 +12%
FT
555
Fiduciary Trust
Massachusetts
$418K +$404K +7,261 New
AWM
556
Aspire Wealth Management
Massachusetts
$403K +$389K +7,001 New
S
557
SignatureFD
Georgia
$398K +$340K +6,119 +764%
SWPG
558
Strategic Wealth Partners Group
Illinois
$393K -$101K -1,809 -21%
WA
559
WESPAC Advisors
California
$392K +$378K +6,802 New
LA
560
LexAurum Advisors
Kansas
$390K +$14.6K +262 +4%
SFG
561
Sage Financial Group
Pennsylvania
$383K -$13.6K -245 -4%
RFA
562
Resurgent Financial Advisors
Georgia
$382K -$42.2K -759 -10%
CPL
563
CAP Partners LLC
Tennessee
$381K +$144K +2,580 +64%
GFA
564
Gallagher Fiduciary Advisors
Illinois
$373K +$361K +6,481 New
WWP
565
WR Wealth Planners
Missouri
$366K +$354K +6,363 New
ACM
566
Absolute Capital Management
Pennsylvania
$365K +$352K +6,334 New
LWP
567
Laurel Wealth Planning
Minnesota
$360K -$104K -1,871 -23%
FPAS
568
Focus Partners Advisor Solutions
Missouri
$360K +$347K +6,246 New
Financial Engines Advisors
569
Financial Engines Advisors
California
$359K -$15.2K -274 -4%
RIS
570
Retirement Income Solutions
Michigan
$356K
MAM
571
Milestone Asset Management
Pennsylvania
$355K +$343K +6,170 New
QCG
572
Quadrant Capital Group
Ohio
$353K
CCFCSB
573
Cape Cod Five Cents Savings Bank
Massachusetts
$352K -$40.7K -732 -11%
HIM
574
Hanlon Investment Management
New Jersey
$348K +$336K +6,039 New
VWWMG
575
Vermillion & White Wealth Management Group
Pennsylvania
$347K -$3.17K -57 -0.9%

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.