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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
CBB
126
Citizens Business Bank
California
$7.14M +$470K +9,127 +8%
KCM
127
KM Capital Management
Texas
$6.88M +$6.4M +124,173 New
CW
128
CreativeOne Wealth
Kansas
$6.78M +$4.35M +84,442 +223%
FLA
129
Financial Life Advisors
Texas
$6.69M +$6.22M +120,676 New
NYLIM
130
New York Life Investment Management
New York
$6.49M +$6.03M +117,118 New
VC
131
Vestor Capital
Illinois
$6.44M -$261K -5,060 -4%
PC
132
Pecaut & Co
Iowa
$6.32M +$320K +6,205 +6%
Mercer Global Advisors
133
Mercer Global Advisors
Colorado
$6.3M -$1.31M -25,441 -18%
H
134
HoyleCohen
California
$6.23M +$708K +13,738 +14%
DCM
135
Driehaus Capital Management
Illinois
$6.19M -$2.89M -56,050 -33%
RP
136
Raelipskie Partnership
Ontario, Canada
$6.17M +$5.74M +111,319 New
AWS
137
Atria Wealth Solutions
New York
$6.15M +$5.45M +105,808 +2,011%
MW
138
MBL Wealth
North Carolina
$6.15M +$824K +15,987 +17%
DWM
139
Darwin Wealth Management
Florida
$5.96M -$55.3K -1,074 -1%
BWA
140
Beam Wealth Advisors
Louisiana
$5.86M +$770K +14,945 +16%
NA
141
Nottingham Advisors
New York
$5.79M -$42.2K -819 -0.7%
RPG
142
Resource Planning Group
Georgia
$5.74M -$1.22M -23,677 -19%
CL
143
Choreo LLC
Illinois
$5.73M +$5.33M +103,470 New
OC
144
Oarsman Capital
Wisconsin
$5.73M +$1.43M +27,815 +37%
CA
145
Cetera Advisors
Colorado
$5.71M +$2.92M +56,730 +122%
PSP
146
Pacific Sage Partners
Washington
$5.61M +$280K +5,438 +6%
ME
147
McIlrath & Eck
Washington
$5.54M +$5.12M +99,383 +16,481%
Cambridge Investment Research Advisors
148
Cambridge Investment Research Advisors
Iowa
$5.52M +$2.84M +55,107 +124%
RFC
149
Regions Financial Corp
Alabama
$5.42M +$292K +5,672 +6%
LNC
150
Lincoln National Corp
Pennsylvania
$5.35M +$719K +13,965 +17%

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.