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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
CFP
651
Catalyst Financial Partners
Massachusetts
$201K -$14.5K -261 -7%
BBHC
652
Brown Brothers Harriman & Co
New York
$193K +$186K +3,348 New
IGWM
653
ICA Group Wealth Management
Colorado
$190K +$31K +557 +20%
RAM
654
Ramirez Asset Management
New York
$180K -$99.9K -1,795 -36%
OLVIG
655
Oliver Lagore Vanvalin Investment Group
Michigan
$171K +$92.6K +1,665 +127%
SIS
656
Sound Income Strategies
Florida
$152K +$49.8K +896 +52%
BWL
657
Bogart Wealth LLC
Virginia
$145K -$19.8K -356 -12%
CWC
658
Carolinas Wealth Consulting
North Carolina
$140K +$7.07K +127 +6%
FCA
659
FinTrust Capital Advisors
South Carolina
$137K +$75.5K +1,357 +134%
TPCW
660
TD Private Client Wealth
New York
$131K +$112K +2,015 +749%
CIAS
661
CBIZ Investment Advisory Services
Ohio
$125K +$121K +2,170 New
AAP
662
Arax Advisory Partners
Colorado
$123K +$9.85K +177 +9%
BONH
663
Bank of New Hampshire
New Hampshire
$118K
CPBTD
664
Central Pacific Bank - Trust Division
Hawaii
$112K +$109K +1,954 New
FWP
665
FAS Wealth Partners
Kansas
$111K -$3.62K -65 -3%
CPG
666
Cornerstone Planning Group
New Jersey
$108K +$22.2K +399 +27%
CIBC Private Wealth Group
667
CIBC Private Wealth Group
Georgia
$102K +$98.4K +1,769 New
AF
668
Allworth Financial
California
$101K -$96.4K -1,733 -50%
VNA
669
Valley National Advisers
Pennsylvania
$101K
TWC
670
TD Waterhouse Canada
Ontario, Canada
$96K -$946 -17 -1%
BSB
671
Bangor Savings Bank
Maine
$94.7K
BIA
672
Bell Investment Advisors
California
$90.4K +$56 +1 +0.1%
PWA
673
Provenance Wealth Advisors
Florida
$90.3K
FPB
674
First PREMIER Bank
South Dakota
$87K +$84K +1,510 New
AWM
675
Avior Wealth Management
Nebraska
$84.1K +$81.2K +1,460 New

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.