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iShares MSCI Emerging Markets ex China ETF
EMXC

30 hedge funds and large institutions have $28M invested in iShares MSCI Emerging Markets ex China ETF in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 3

48% more capital invested

Capital invested by funds: $19M → $28M (+$9.05M)

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

3% more funds holding

Funds holding: 29 → 30 (+1)

3.59% less ownership

Funds ownership: 37.19% → 33.6% (-3.6%)

Holders
30
Holders Change
+1
Holders Change %
+3.45%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
11
Reduced
3
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$7.59M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.03M
3
CWM
Cedar Wealth Management
California
+$692K
4
BSW
Buckingham Strategic Wealth
Missouri
+$565K
5
Creative Planning
Creative Planning
Kansas
+$432K

Top Sellers

1
RIA
Regal Investment Advisors
Michigan
-$350K
2
AWS
AJ Wealth Strategies
New York
-$250K
3
Nomura Asset Management
Nomura Asset Management
Japan
-$247K
4
PAG
Private Advisor Group
New Jersey
-$120K
5
UBS Group
UBS Group
Switzerland
-$75.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
1
Jane Street
New York
$7.59M +$7.59M +163,989 New
FAIM
2
Financial Advocates Investment Management
Washington
$3.71M +$246K +5,325 +7%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.92M +$2.03M +43,849 +227%
BJL
4
Brighton Jones LLC
Washington
$2.41M +$266K +5,742 +12%
Bank of America
5
Bank of America
North Carolina
$2.09M +$393K +8,485 +23%
Creative Planning
6
Creative Planning
Kansas
$1.63M +$432K +9,331 +36%
CWM
7
Cedar Wealth Management
California
$1.4M +$692K +14,965 +98%
VCM
8
Versant Capital Management
Arizona
$1.1M – – –
SIAS
9
Shine Investment Advisory Services
Colorado
$773K -$22.2K -480 -3%
BSW
10
Buckingham Strategic Wealth
Missouri
$566K +$565K +12,222 New
MWM
11
Mission Wealth Management
California
$536K -$15.3K -330 -3%
CPIG
12
Chicago Partners Investment Group
Illinois
$377K – – –
EH
13
Equitable Holdings
New York
$333K – – –
EWM
14
Empirical Wealth Management
Washington
$317K +$317K +6,861 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$304K +$37K +800 +14%
LPL Financial
16
LPL Financial
California
$303K +$62.9K +1,359 +26%
RWM
17
Ritholtz Wealth Management
New York
$278K +$278K +6,000 New
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$274K +$274K +5,923 New
HighTower Advisors
19
HighTower Advisors
Illinois
$243K – – –
UBS Group
20
UBS Group
Switzerland
$216K -$75.7K -1,637 -26%
MM
21
Main Management
California
$167K +$167K +3,600 New
NFG
22
Next Financial Group
Texas
$93K +$92.5K +2,000 New
TF
23
TimeScale Financial
Massachusetts
$69K +$68.6K +1,482 New
VFA
24
Valeo Financial Advisors
Indiana
$60K +$18.6K +402 +45%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$53K – – –
1
2

EMXC Hedge Fund Activity: Q3 2020 in Review

30 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ex China ETF (EMXC) for Q3 2020, worth a combined $28M — up 48% from $19M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new EMXC positions and 7 closed out — a net gain of 2 holders — while 11 added to existing stakes and 3 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $7.59M. The largest seller was Regal Investment Advisors, exiting entirely with an estimated $350K sold.

  • 30 institutional investors held iShares MSCI Emerging Markets ex China ETF (EMXC) as of Q3 2020, up from 29 in Q2 2020.
  • Funds reported $28M of iShares MSCI Emerging Markets ex China ETF stock for Q3 2020, up 48% quarter-over-quarter.
  • 9 funds opened new iShares MSCI Emerging Markets ex China ETF positions in Q3 2020 and 7 closed out, a net change of +2 holders.
  • The largest iShares MSCI Emerging Markets ex China ETF buyer in Q3 2020 was Jane Street, an estimated $7.59M added.
  • The largest iShares MSCI Emerging Markets ex China ETF seller in Q3 2020 was Regal Investment Advisors, an estimated $350K sold.

Based on aggregated 13F filings for Q3 2020.