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iShares MSCI Emerging Markets ex China ETF
EMXC

29 hedge funds and large institutions have $19M invested in iShares MSCI Emerging Markets ex China ETF in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,500% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 1

495% more capital invested

Capital invested by funds: $3.19M → $19M (+$15.8M)

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

107% more funds holding

Funds holding: 14 → 29 (+15)

22.31% more ownership

Funds ownership: 14.88% → 37.19% (+22%)

Holders
29
Holders Change
+15
Holders Change %
+107.14%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
6
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IC
InterOcean Capital
Illinois
+$4.14M
2
FAIM
Financial Advocates Investment Management
Washington
+$2.99M
3
BJL
Brighton Jones LLC
Washington
+$1.29M
4
VCM
Versant Capital Management
Arizona
+$950K
5
Bank of America
Bank of America
North Carolina
+$879K

Top Sellers

1
NFG
Next Financial Group
Texas
-$71K
2
UBS Group
UBS Group
Switzerland
-$32.1K
3
PA
Procyon Advisors
Connecticut
-$2.12K
Name Holding Trade Value Shares
Change 		Change in
Stake
IC
1
InterOcean Capital
Illinois
$4.44M +$4.14M +103,695 New
FAIM
2
Financial Advocates Investment Management
Washington
$3.21M +$2.99M +74,881 New
BJL
3
Brighton Jones LLC
Washington
$1.98M +$1.29M +32,378 +233%
Bank of America
4
Bank of America
North Carolina
$1.58M +$879K +22,020 +149%
Creative Planning
5
Creative Planning
Kansas
$1.11M +$639K +15,992 +160%
VCM
6
Versant Capital Management
Arizona
$1.02M +$950K +23,793 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$827K +$754K +18,889 +4,641%
SIAS
8
Shine Investment Advisory Services
Colorado
$736K +$166K +4,145 +32%
CWM
9
Cedar Wealth Management
California
$653K +$608K +15,231 New
MWM
10
Mission Wealth Management
California
$510K – – –
CPIG
11
Chicago Partners Investment Group
Illinois
$376K +$320K +8,005 New
RIA
12
Regal Investment Advisors
Michigan
$350K +$326K +8,162 New
EH
13
Equitable Holdings
New York
$308K – – –
UBS Group
14
UBS Group
Switzerland
$270K -$32.1K -803 -11%
AWS
15
AJ Wealth Strategies
New York
$250K +$799 +20 +0.3%
Nomura Asset Management
16
Nomura Asset Management
Japan
$247K +$230K +5,769 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$247K +$231K +5,774 New
HighTower Advisors
18
HighTower Advisors
Illinois
$226K +$210K +5,270 New
LPL Financial
19
LPL Financial
California
$222K +$207K +5,190 New
PAG
20
Private Advisor Group
New Jersey
$120K +$112K +2,798 New
PA
21
Procyon Advisors
Connecticut
$72K -$2.12K -53 -3%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$53K – – –
TFO
23
Tarbox Family Office
California
$48K +$45.1K +1,130 New
VFA
24
Valeo Financial Advisors
Indiana
$38K +$35.5K +890 New
BAMG
25
Brand Asset Management Group
Missouri
$33K +$30.5K +763 New
1
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EMXC Hedge Fund Activity: Q2 2020 in Review

29 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ex China ETF (EMXC) for Q2 2020, worth a combined $19M — up 495% from $3.19M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EMXC positions and 1 closed out — a net gain of 15 holders — while 6 added to existing stakes and 2 trimmed.

The largest buyer was InterOcean Capital, opening a new position worth an estimated $4.14M. The largest seller was Next Financial Group, exiting entirely with an estimated $71K sold.

  • 29 institutional investors held iShares MSCI Emerging Markets ex China ETF (EMXC) as of Q2 2020, up from 14 in Q1 2020.
  • Funds reported $19M of iShares MSCI Emerging Markets ex China ETF stock for Q2 2020, up 495% quarter-over-quarter.
  • 16 funds opened new iShares MSCI Emerging Markets ex China ETF positions in Q2 2020 and 1 closed out, a net change of +15 holders.
  • The largest iShares MSCI Emerging Markets ex China ETF buyer in Q2 2020 was InterOcean Capital, an estimated $4.14M added.
  • The largest iShares MSCI Emerging Markets ex China ETF seller in Q2 2020 was Next Financial Group, an estimated $71K sold.

Based on aggregated 13F filings for Q2 2020.