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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
OAM
51
Oppenheimer Asset Management
New York
$28M -$765K -14,841 -3%
AWA
52
Artemis Wealth Advisors
New York
$27.5M +$2.63M +51,127 +11%
CAG
53
Crestwood Advisors Group
Massachusetts
$27.1M +$1.38M +26,735 +6%
QWP
54
Quotient Wealth Partners
Texas
$22.3M +$20.8M +402,771 New
CWM
55
Curi Wealth Management
North Carolina
$22.2M +$1.04M +20,199 +5%
HI
56
Harbour Investments
Wisconsin
$22.1M +$930K +18,055 +5%
HW
57
Hancock Whitney
Mississippi
$22M +$4.6M +89,351 +29%
NHFG
58
New Harbor Financial Group
Massachusetts
$21.5M +$450K +8,740 +2%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$20.9M +$535K +10,377 +3%
PAS
60
Professional Advisory Services
Florida
$20.4M -$66.8K -1,296 -0.4%
PA
61
Parallel Advisors
California
$20.4M +$18.8M +365,622 +14,128%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$19.2M +$4.46M +86,606 +33%
SIM
63
Strategic Investment Management
Virginia
$18.7M -$520K -10,090 -3%
AWM
64
AE Wealth Management
Kansas
$18.4M +$10.4M +201,033 +145%
GFS
65
GYL Financial Synergies
Connecticut
$17.7M +$809K +15,707 +5%
AHC
66
Anderson Hoagland & Co
Missouri
$16.8M +$5.55M +107,727 +52%
OIA
67
OneDigital Investment Advisors
Kansas
$15.9M +$14.8M +287,459 New
MWM
68
Marietta Wealth Management
Georgia
$15.7M +$288K +5,592 +2%
Mariner
69
Mariner
Kansas
$15.6M +$4.55M +88,305 +46%
NP
70
NorthRock Partners
Minnesota
$15.5M +$13.4M +260,737 +1,360%
Marshall Wace
71
Marshall Wace
United Kingdom
$14.9M +$13.9M +269,459 New
Cetera Investment Advisers
72
Cetera Investment Advisers
Illinois
$14.7M +$11.4M +221,868 +520%
CAN
73
Cetera Advisor Networks
California
$14.2M +$7.99M +155,049 +152%
RIG
74
RiverFront Investment Group
Virginia
$14.2M +$484K +9,400 +4%
AC
75
AlphaCore Capital
California
$14.1M +$655K +12,717 +5%

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.