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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
EBWM
101
Eagle Bluffs Wealth Management
Missouri
$9.71M +$196K +3,802 +2%
AEPWM
102
Atlantic Edge Private Wealth Management
Florida
$9.57M +$8.9M +172,788 New
FHC
103
First Heartland Consultants
Missouri
$9.56M +$308K +5,970 +4%
AWP
104
Avid Wealth Partners
Texas
$9.04M +$8.4M +163,078 New
AIC
105
Ayalon Insurance Company
Israel
$8.86M +$4.39M +85,305 +114%
CFB
106
Cullen/Frost Bankers
Texas
$8.6M +$6.96M +135,029 +667%
LSPW
107
Lake Street Private Wealth
Illinois
$8.52M +$239K +4,634 +3%
GL
108
Graypoint LLC
New York
$8.27M +$3.65M +70,832 +90%
TRIA
109
Trail Ridge Investment Advisors
Colorado
$8.11M -$23.3K -452 -0.3%
ACA
110
Affinity Capital Advisors
California
$8.05M +$7.48M +145,225 New
SB
111
Strategic Blueprint
Georgia
$7.82M +$3.9M +75,701 +116%
HCA
112
Heck Capital Advisors
Wisconsin
$7.8M +$7.17M +139,086 +8,040%
VFA
113
Valeo Financial Advisors
Indiana
$7.72M +$683K +13,250 +11%
RPGK
114
Retirement Planning Group (Kansas)
Kansas
$7.64M +$37.2K +722 +0.5%
FCA
115
FLC Capital Advisors
California
$7.51M +$6.52M +126,461 +1,402%
IWA
116
Icon Wealth Advisors
Texas
$7.47M +$6.95M +134,839 New
AI
117
Atria Investments
North Carolina
$7.44M +$3.58M +69,553 +108%
CT
118
Columbia Trust
Oregon
$7.42M +$2.08M +40,282 +43%
CBT
119
Central Bank & Trust
Kentucky
$7.33M +$6.82M +132,279 New
CSWG
120
Cardinal Strategic Wealth Guidance
Kentucky
$7.28M +$6.77M +131,338 New
Prudential Financial
121
Prudential Financial
New Jersey
$7.22M +$4.37M +84,809 +187%
MFGM
122
Marshall Financial Group (Maryland)
Maryland
$7.21M +$461K +8,947 +7%
MCM
123
MAI Capital Management
Ohio
$7.18M +$460K +8,921 +7%
AFG
124
Arkansas Financial Group
Arkansas
$7.16M +$923K +17,906 +16%
MAM
125
Madison Asset Management
Wisconsin
$7.16M +$6.66M +129,198 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.