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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
ACA
601
Aptus Capital Advisors
Alabama
$44.9K
S
602
SignatureFD
Georgia
$44.4K +$26.9K +523 +188%
RFG
603
REAP Financial Group
Texas
$43.9K +$40.8K +792 New
TH
604
TCTC Holdings
Texas
$43.8K +$40.7K +790 New
GA
605
GoalVest Advisory
New York
$43.2K +$20.6K +400 +106%
SWS
606
SYSTM Wealth Solutions
Illinois
$42.3K +$39.4K +764 New
OSAM
607
O'Shaughnessy Asset Management
Connecticut
$40.8K +$22.5K +436 +145%
B
608
Birchbrook
Maine
$40.5K +$37.6K +730 New
FP
609
Financial Perspectives
Minnesota
$39.7K +$9.02K +175 +32%
CCA
610
Criterion Capital Advisors
Tennessee
$36.6K +$34.1K +661 New
AFG
611
Albion Financial Group
Utah
$36.6K +$34K +660 New
GFPC
612
Global Financial Private Client
Florida
$35.1K +$32.7K +634 New
TFGT
613
TS Financial Group (TSFG)
Illinois
$33K +$30.2K +587 New
CWM
614
Cedar Wealth Management
California
$32.7K
CTWM
615
Cherry Tree Wealth Management
Minnesota
$32.4K +$464 +9 +2%
CIA
616
Cape Investment Advisory
Georgia
$29.9K +$27.8K +540 New
GJIA
617
Glass Jacobson Investment Advisors
Maryland
$28K +$5.51K +107 +27%
BFO
618
Biltmore Family Office
North Carolina
$27.7K -$51.5K -1,000 -67%
EWA
619
Elevate Wealth Advisory
Georgia
$26.6K +$24.8K +481 New
GBT
620
Grove Bank & Trust
Florida
$23.8K
HNB
621
Huntington National Bank
Ohio
$22.2K
FIM
622
FWL Investment Management
Texas
$20.8K -$48K -932 -71%
DWM
623
Dogwood Wealth Management
Kansas
$16.3K +$15.1K +294 New
TPCW
624
TD Private Client Wealth
New York
$14.9K -$10.4K -202 -43%
LCM
625
Logan Capital Management
Pennsylvania
$9.41K +$8.76K +170 New

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.