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iShares MSCI Emerging Markets ex China ETF
EMXC

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: 29 → 46 (+17)

45% more funds holding

Funds holding: 451 → 655 (+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

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$428M
2
Morgan Stanley
Morgan Stanley
New York
+$275M
3
Bank of America
Bank of America
North Carolina
+$202M
4
JP Morgan Chase
JP Morgan Chase
New York
+$169M
5
LPL Financial
LPL Financial
California
+$126M

Top Sellers

Rank Fund Capital Flow
1
EW
Evoke Wealth
California
-$36.2M
2
MMH
Menora Mivtachim Holdings
Israel
-$28.9M
3
OMC
Old Mission Capital
Illinois
-$18.4M
4
PCIG
Partners Capital Investment Group
Massachusetts
-$13.2M
5
PP
Prudential plc
United Kingdom
-$10.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
201
Private Advisor Group
New Jersey
$3.41M +$2.12M +41,069 +200%
VPP
202
Vertex Planning Partners
Illinois
$3.37M +$2.85M +55,304 +989%
AAS
203
Avantax Advisory Services
Texas
$3.37M +$2.46M +47,738 +365%
QC
204
Quent Capital
New York
$3.37M +$9.48K +184 +0.3%
PWM
205
Perigon Wealth Management
California
$3.3M +$3.07M +59,643 New
LL
206
LPWM LLC
Minnesota
$3.3M +$106K +2,065 +4%
I
207
INVST
Indiana
$3.3M +$3.07M +59,525 New
SC
208
Sierra Capital
Florida
$3.29M +$486K +9,436 +19%
WA
209
Wambolt & Associates
Colorado
$3.23M +$3.01M +58,380 New
WWG
210
West Wealth Group
California
$3.22M +$2.99M +58,119 New
MFG
211
Merit Financial Group
Georgia
$3.15M +$2.93M +56,782 New
SWC
212
Spectrum Wealth Counsel
Indiana
$3.13M +$2.91M +56,487 New
KWM
213
Keebeck Wealth Management
Illinois
$3.06M +$2.84M +55,136 New
VAG
214
VisionPoint Advisory Group
Texas
$3.05M +$2.83M +55,019 New
LSAG
215
Lake Street Advisors Group
New Hampshire
$3.01M +$29.5K +573 +1%
HGWM
216
Horst & Graben Wealth Management
Oregon
$2.99M +$2.78M +53,967 New
PFA
217
Pettinga Financial Advisors
Indiana
$2.97M +$2.76M +53,602 New
PWM
218
Pinnacle Wealth Management
California
$2.97M +$2.76M +53,593 New
LWM
219
Liberty Wealth Management
California
$2.95M +$2.75M +53,312 New
WWM
220
WT Wealth Management
Arizona
$2.95M +$270K +5,238 +11%
PSA
221
Plum Street Advisors
Louisiana
$2.94M +$2.73M +52,990 New
CCA
222
Cora Capital Advisors
New Jersey
$2.85M +$110K +2,133 +4%
CIA
223
Concurrent Investment Advisors
Florida
$2.83M +$2.63M +51,128 New
MPPLM
224
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.81M -$124K -2,398 -5%
AFP
225
Ausdal Financial Partners
Iowa
$2.76M -$64.2K -1,246 -2%
7 8
9
10 11

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.