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iShares MSCI Emerging Markets ex China ETF

241 hedge funds and large institutions have $1.65B invested in iShares MSCI Emerging Markets ex China ETF in 2021 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 87 increasing their positions, 30 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

571% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 14

190% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 30

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

47% more funds holding

Funds holding: 164241 (+77)

43% more capital invested

Capital invested by funds: $1.15B → $1.65B (+$498M)

2.78% less ownership

Funds ownership: 82.03%79.25% (-2.8%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $236K

Holders
241
Holders Change
+77
Holders Change %
+46.95%
% of All Funds
3.71%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
94
Increased
87
Reduced
30
Closed
14
Calls
Puts
$236K
Net Calls
-$236K
Net Calls Change
-$236K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$326M +$60.8M +999,942 +23%
Russell Investments Group
2
Russell Investments Group
United Kingdom
$170M
Morgan Stanley
3
Morgan Stanley
New York
$75.1M +$9.26M +152,293 +14%
Northern Trust
4
Northern Trust
Illinois
$74.2M +$67.3M +1,106,544 +941%
RBA
5
Richard Bernstein Advisors
New York
$71.2M +$1.15M +18,953 +2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$53.3M +$35M +575,855 +190%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$41.2M +$25.4M +417,827 +159%
Wells Fargo
8
Wells Fargo
California
$40.9M +$41M +674,140 +601,911%
Temasek Holdings
9
Temasek Holdings
Singapore
$38.9M +$39.1M +642,200 New
OC
10
Oakworth Capital
Alabama
$35.6M +$35.7M +587,365 New
HighTower Advisors
11
HighTower Advisors
Illinois
$35.1M +$21.3M +350,664 +154%
OAM
12
Oppenheimer Asset Management
New York
$32.6M -$7.66M -125,937 -19%
UBS Group
13
UBS Group
Switzerland
$32.6M +$8.72M +143,256 +36%
CAG
14
Crestwood Advisors Group
Massachusetts
$28.8M +$28.9M +475,171 New
BOPW
15
Brandywine Oak Private Wealth
Pennsylvania
$26.5M +$1M +16,507 +4%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$25.9M +$25M +410,489 +2,513%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$24.5M +$8.8M +144,581 +56%
RJA
18
Raymond James & Associates
Florida
$23.2M +$13.9M +229,175 +149%
CTC
19
Central Trust Company
Missouri
$21.6M +$10.3M +169,301 +91%
Citadel Advisors
20
Citadel Advisors
Florida
$21.1M +$10M +164,530 +89%
MCWS
21
McKinley Carter Wealth Services
West Virginia
$19.8M +$2.87M +47,178 +17%
AIM
22
Astor Investment Management
Illinois
$18.1M +$18.2M +299,189 New
FWM
23
Frontier Wealth Management
Missouri
$17.5M +$1.41M +23,178 +9%
RIG
24
RiverFront Investment Group
Virginia
$16.6M +$15.4M +253,826 +1,326%
CBB
25
Citizens Business Bank
California
$16.5M +$399K +6,562 +2%

EMXC Hedge Fund Activity: Q4 2021 in Review

241 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ex China ETF (EMXC) for Q4 2021, worth a combined $1.65B — up 43% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new EMXC positions and 14 closed out — a net gain of 80 holders — while 87 added to existing stakes and 30 trimmed.

The largest buyer was Northern Trust, adding an estimated $67.3M. The largest seller was Jane Street, cutting an estimated $36.7M.

  • 241 institutional investors held iShares MSCI Emerging Markets ex China ETF (EMXC) as of Q4 2021, up from 164 in Q3 2021.
  • Funds reported $1.65B of iShares MSCI Emerging Markets ex China ETF stock for Q4 2021, up 43% quarter-over-quarter.
  • 94 funds opened new iShares MSCI Emerging Markets ex China ETF positions in Q4 2021 and 14 closed out, a net change of +80 holders.
  • The largest iShares MSCI Emerging Markets ex China ETF buyer in Q4 2021 was Northern Trust, an estimated $67.3M added.
  • The largest iShares MSCI Emerging Markets ex China ETF seller in Q4 2021 was Jane Street, an estimated $36.7M sold.

Based on aggregated 13F filings for Q4 2021.