We are live on ! Find out more
EMXC icon

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
IC
626
Inscription Capital
Texas
$233K +$225K +4,050 New
PCS
627
Personal CFO Solutions
New Jersey
$232K -$10.7K -193 -5%
AWM
628
Accel Wealth Management
Iowa
$232K +$224K +4,022 New
WWM
629
Western Wealth Management
Colorado
$231K +$223K +4,007 New
BCM
630
Basso Capital Management
Connecticut
$230K
AIA
631
Alera Investment Advisors
Illinois
$230K +$222K +3,989 New
JCIA
632
Jackson Creek Investment Advisors
Colorado
$229K +$221K +3,971 New
PM
633
Phraction Management
Connecticut
$228K +$220K +3,960 New
BMM
634
Buffington Mohr McNeal
Idaho
$227K
Luther King Capital Management (LKCM)
635
Luther King Capital Management (LKCM)
Texas
$224K
FSC
636
Full Sail Capital
Oklahoma
$220K -$32.6K -586 -13%
BHPW
637
Beverly Hills Private Wealth
California
$219K +$212K +3,811 New
MPWT
638
MassMutual Private Wealth & Trust
Connecticut
$219K +$11.6K +209 +6%
LI
639
LMCG Investments
Massachusetts
$219K +$212K +3,808 New
EWA
640
Emergent Wealth Advisors
New York
$218K +$193K +3,478 New
JWCA
641
J.W. Cole Advisors
Florida
$217K +$210K +3,776 New
GAM
642
Gotham Asset Management
New York
$217K +$210K +3,772 New
NWM
643
Northwest Wealth Management
Iowa
$214K +$501 +9 +0.2%
JSW
644
Journey Strategic Wealth
New Jersey
$212K +$205K +3,678 New
IA
645
Insight Advisors
Pennsylvania
$209K -$33.7K -605 -14%
CCG
646
Catalina Capital Group
California
$206K +$199K +3,574 New
OGF
647
Orin Green Financial
California
$205K
LWA
648
Lantern Wealth Advisors
New York
$205K +$198K +3,565 New
HFS
649
Howard Financial Services
Texas
$205K +$198K +3,563 New
LFASL
650
Lugano Financial Advisors SA (LFA)
Switzerland
$204K

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.