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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
DAS
201
Dynamic Advisor Solutions
Arizona
$5.45M +$597K +10,738 +13%
WA
202
Wealth Alliance
New York
$5.37M +$2.44M +43,808 +88%
AA
203
Ancora Advisors
Ohio
$5.33M +$1.26M +22,595 +32%
SIC
204
Sterling Investment Counsel
New York
$5.33M +$164K +2,948 +3%
DADC
205
D.A. Davidson & Co
Montana
$5.31M -$188K -3,382 -4%
SWP
206
ShoreHaven Wealth Partners
New Jersey
$5.3M +$1.41M +25,272 +38%
SXL
207
Summit X LLC
Missouri
$5.27M +$2.58M +46,353 +102%
CFGS
208
Concourse Financial Group Securities
Alabama
$5.26M +$3.13M +56,318 +160%
RZH
209
Relyea Zuckerberg Hanson
Connecticut
$5.21M +$1.51M +27,177 +43%
PAG
210
Private Advisor Group
New Jersey
$5.18M +$1.58M +28,367 +46%
MGIA
211
Matthew Goff Investment Advisor
Texas
$5.16M +$472K +8,493 +10%
CAM
212
Clarity Asset Management
Iowa
$5.15M -$7.23K -130 -0.1%
NPP
213
New Potomac Partners
Maryland
$4.99M -$28.9K -519 -0.6%
FA
214
Fiduciary Alliance
South Carolina
$4.94M -$63K -1,132 -1%
SFC
215
Swisher Financial Concepts
Ohio
$4.92M +$1.99M +35,694 +72%
BG
216
Benedetti & Gucer
Georgia
$4.89M +$293K +5,275 +7%
GWM
217
GSB Wealth Management
Connecticut
$4.89M +$695K +12,494 +17%
FFA
218
Farther Finance Advisors
California
$4.87M +$2.82M +50,739 +149%
TWM
219
TSA Wealth Management
Texas
$4.7M +$2.35M +42,275 +108%
KWM
220
Keebeck Wealth Management
Illinois
$4.68M +$1.45M +26,137 +47%
KFS
221
Kelly Financial Services
Massachusetts
$4.62M +$3.77M +67,780 +540%
HCM
222
Highview Capital Management
Illinois
$4.6M +$2.5M +44,937 +128%
KDA
223
Kraft Davis & Associates
Missouri
$4.6M +$94.1K +1,691 +2%
KFSC
224
Keystone Financial Services (Colorado)
Colorado
$4.57M +$2.03M +36,566 +85%
PWA
225
Physician Wealth Advisors
Utah
$4.57M +$2.73M +49,004 +147%

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.