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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
MWM
576
Mittelman Wealth Management
Massachusetts
$345K +$334K +5,999 New
BFA
577
Beacon Financial Advisory
Ohio
$343K +$127K +2,284 +62%
CFG
578
Citizens Financial Group
Rhode Island
$340K +$328K +5,900 New
AIS
579
American Investment Services
Massachusetts
$338K +$15.7K +283 +5%
HWA
580
Heartwood Wealth Advisors
Virginia
$336K -$119K -2,133 -27%
APC
581
Aspire Private Capital
North Carolina
$332K +$179K +3,224 +127%
BW
582
Bison Wealth
Georgia
$327K -$26.2K -471 -8%
CG
583
Caprock Group
Idaho
$327K +$6.17K +111 +2%
LA
584
Lifeworks Advisors
Michigan
$325K +$314K +5,637 New
USCWA
585
U.S. Capital Wealth Advisors
Texas
$320K -$124K -2,224 -29%
CIA
586
Capital Investment Advisors
Georgia
$320K -$13.6K -244 -4%
BFA
587
Beaumont Financial Advisors
Massachusetts
$318K -$779 -14 -0.3%
NS
588
NBC Securities
Alabama
$315K +$1.5K +27 +0.5%
HKIMG
589
Hutchens & Kramer Investment Management Group
Indiana
$313K +$303K +5,444 New
SFPG
590
Stonebridge Financial Planning Group
Florida
$309K +$299K +5,375 New
BCA
591
Bay Colony Advisors
Massachusetts
$307K +$3.62K +65 +1%
HIC
592
Hartline Investment Corp
Illinois
$307K +$296K +5,328 New
IA
593
IFP Advisors
Florida
$306K +$96.4K +1,733 +48%
PP
594
PDS Planning
Ohio
$306K +$60.4K +1,086 +26%
AA
595
Alesco Advisors
New York
$299K
FSA
596
Financial Sense Advisors
California
$294K +$1.89K +34 +0.7%
Deutsche Bank
597
Deutsche Bank
Germany
$293K -$92.8K -1,668 -25%
MWM
598
Mission Wealth Management
California
$288K +$278K +4,999 New
DIA
599
Dana Investment Advisors
Wisconsin
$288K +$278K +4,999 New
DDC
600
DF Dent & Co
Maryland
$284K

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.