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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
NB
651
NBT Bank
New York
$776 +$721 +14 New
DWA
652
Delos Wealth Advisors
Texas
$721
GI
653
Gradient Investments
Minnesota
$443 +$412 +8 New
CJ
654
Caitlin John
Michigan
$388 +$361 +7 New
BCMLT
655
Beacon Capital Management LLC (Tennessee)
Tennessee
$249
GIA
656
GHP Investment Advisors
Colorado
$222
PA
657
Pineridge Advisors
Missouri
$23 +$52 +1 New
EW
658
Evoke Wealth
California
-$36.2M -727,030 Closed
OMC
659
Old Mission Capital
Illinois
-$18.4M -369,596 Closed
AIM
660
Astor Investment Management
Illinois
-$8.67M -173,896 Closed
QFA
661
Quattro Financial Advisors
Texas
-$4.3M -86,353 Closed
CWA
662
Centennial Wealth Advisory
Michigan
-$2.88M -57,791 Closed
CCFP
663
Charles Carroll Financial Partners
Massachusetts
-$1.48M -29,750 Closed
LCGC
664
Legacy Capital Group California
California
-$1.45M -29,194 Closed
PO
665
Private Ocean
California
-$1.26M -25,325 Closed
CIM
666
Confluence Investment Management
Missouri
-$1.15M -23,081 Closed
CANY
667
Caxton Associates (New York)
New York
-$1.01M -20,214 Closed
CIBC Private Wealth Group
668
CIBC Private Wealth Group
Georgia
-$977K -19,607 Closed
OWA
669
Outlook Wealth Advisors
Texas
-$937K -18,807 Closed
SFC
670
Strategic Financial Concepts
Texas
-$795K -15,949 Closed
ECA
671
Elevated Capital Advisors
Utah
-$560K -11,233 Closed
SFA
672
Sequoia Financial Advisors
Ohio
-$459K -9,220 Closed
LCWP
673
Legacy Capital Wealth Partners
Arkansas
-$378K -7,584 Closed
DC
674
Davenport & Co
Virginia
-$334K -6,694 Closed
Koshinski Asset Management
675
Koshinski Asset Management
Illinois
-$302K -6,065 Closed

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.