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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
AIP
151
Almanack Investment Partners
Pennsylvania
$5.31M +$743K +14,430 +18%
DADC
152
D.A. Davidson & Co
Montana
$5.3M +$435K +8,436 +10%
SFO
153
Stokes Family Office
Louisiana
$5.27M +$4.9M +95,089 New
NCM
154
Nelson Capital Management
California
$5.25M -$12.1K -235 -0.2%
CS
155
Credit Suisse
Switzerland
$4.98M +$688K +13,357 +17%
Wellington Management Group
156
Wellington Management Group
Massachusetts
$4.98M +$688K +13,357 +17%
Bank of Montreal
157
Bank of Montreal
Ontario, Canada
$4.98M +$3.88M +75,368 +527%
SIC
158
Sterling Investment Counsel
New York
$4.97M +$180K +3,500 +4%
CAM
159
Clarity Asset Management
Iowa
$4.96M +$4.61M +89,527 New
FA
160
Fiduciary Alliance
South Carolina
$4.83M -$64.8K -1,258 -1%
NPP
161
New Potomac Partners
Maryland
$4.83M -$9.79K -190 -0.2%
SWM
162
Shelton Wealth Management
Texas
$4.75M -$1.23M -23,785 -22%
CC
163
Courier Capital
New York
$4.73M +$224K +4,340 +5%
APW
164
Austin Private Wealth
Texas
$4.61M +$4.29M +83,243 New
DAS
165
Dynamic Advisor Solutions
Arizona
$4.58M +$98.6K +1,914 +2%
MGIA
166
Matthew Goff Investment Advisor
Texas
$4.5M -$14K -271 -0.3%
SCA
167
Snowden Capital Advisors
New York
$4.45M +$1.2M +23,272 +41%
Truist Financial
168
Truist Financial
North Carolina
$4.44M +$2.81M +54,494 +213%
BG
169
Benedetti & Gucer
Georgia
$4.42M +$853K +16,553 +26%
UBS AM
170
UBS AM
Illinois
$4.39M +$4.09M +79,300 New
PP
171
Prudential plc
United Kingdom
$4.38M -$10.1M -196,200 -71%
MBT
172
Montecito Bank & Trust
California
$4.37M -$56.3K -1,093 -1%
BCI
173
Brinker Capital Investments
Pennsylvania
$4.23M +$3.97M +77,006 New
OPS
174
Orion Portfolio Solutions
Nebraska
$4.23M +$3.97M +77,006 New
KDA
175
Kraft Davis & Associates
Missouri
$4.21M +$285K +5,541 +8%

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.