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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
AM
101
AGF Management
Ontario, Canada
$13.9M +$9.34M +167,824 +229%
TWM
102
Tradition Wealth Management
Minnesota
$13.7M +$13.3M +238,626 New
NP
103
NorthRock Partners
Minnesota
$13.7M -$2.33M -41,956 -15%
CFG
104
Compton Financial Group
Maryland
$13.4M +$13M +233,235 New
SOW
105
State of Wyoming
Wyoming
$13.3M +$109K +1,965 +0.9%
ICG
106
InterOcean Capital Group
Tennessee
$13.1M +$1.57M +28,232 +14%
Goldman Sachs
107
Goldman Sachs
New York
$13M -$17.1M -308,159 -58%
CPIG
108
Chicago Partners Investment Group
Illinois
$13M +$750K +13,476 +6%
TRIA
109
Trail Ridge Investment Advisors
Colorado
$13M +$4.38M +78,663 +54%
TW
110
Trajan Wealth
Arizona
$12.6M +$12.2M +219,342 New
WAM
111
Wallington Asset Management
Indiana
$12.6M -$3.34K -60 -0%
Corient Private Wealth
112
Corient Private Wealth
Florida
$12.6M -$62.5K -1,123 -0.5%
Pathstone Holdings
113
Pathstone Holdings
New Jersey
$12.5M +$367K +6,600 +3%
IWA
114
Icon Wealth Advisors
Texas
$12.5M +$4.54M +81,693 +61%
AWS
115
Atria Wealth Solutions
New York
$12.3M +$5.69M +102,306 +92%
CFG
116
Carr Financial Group
Massachusetts
$12M +$11.6M +207,966 New
GG
117
Greenwood Gearhart
Arkansas
$11.8M +$148K +2,656 +1%
EWA
118
Exencial Wealth Advisors
Oklahoma
$11.7M +$67.9K +1,220 +0.6%
AEPWM
119
Atlantic Edge Private Wealth Management
Florida
$11.6M +$1.58M +28,409 +16%
MOACM
120
Mutual of America Capital Management
New York
$11.5M
BTI
121
Blue Trust Inc
Georgia
$11.5M +$6.51M +116,988 +143%
SB
122
Strategic Blueprint
Georgia
$11.4M +$3.21M +57,756 +41%
APW
123
Austin Private Wealth
Texas
$11.4M +$6.38M +114,626 +138%
Cambridge Investment Research Advisors
124
Cambridge Investment Research Advisors
Iowa
$11.4M +$5.47M +98,307 +99%
ACA
125
Affinity Capital Advisors
California
$11.4M +$2.9M +52,187 +36%

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.