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iShares MSCI Emerging Markets ex China ETF

316 hedge funds and large institutions have $2.28B invested in iShares MSCI Emerging Markets ex China ETF in 2022 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 121 increasing their positions, 80 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 34

51% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 80

36% more capital invested

Capital invested by funds: $1.68B → $2.28B (+$608M)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

14% more funds holding

Funds holding: 277316 (+39)

5.17% less ownership

Funds ownership: 81.79%76.62% (-5.2%)

85% less call options, than puts

Call options by funds: $100K | Put options by funds: $679K

Holders
316
Holders Change
+39
Holders Change %
+14.08%
% of All Funds
5.08%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
78
Increased
121
Reduced
80
Closed
34
Calls
$100K
Puts
$679K
Net Calls
-$579K
Net Calls Change
-$83K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$253M +$7.19M +150,879 +3%
JP Morgan Chase
2
JP Morgan Chase
New York
$228M +$192M +4,023,702 +514%
BlackRock
3
BlackRock
New York
$188M -$42.5M -893,006 -18%
Northern Trust
4
Northern Trust
Illinois
$120M +$20.7M +435,083 +21%
Russell Investments Group
5
Russell Investments Group
United Kingdom
$113M +$1.38M +28,975 +1%
Jane Street
6
Jane Street
New York
$97.1M -$13.3M -278,965 -12%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$72.9M +$43.3M +909,785 +145%
RBA
8
Richard Bernstein Advisors
New York
$58.3M +$942K +19,778 +2%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$53.4M +$31.5M +661,020 +142%
PCIG
10
Partners Capital Investment Group
Massachusetts
$52M +$50.3M +1,056,593 +2,707%
HighTower Advisors
11
HighTower Advisors
Illinois
$41.9M -$536K -11,255 -1%
OMC
12
Old Mission Capital
Illinois
$40.3M +$37.1M +778,756 +1,122%
Morgan Stanley
13
Morgan Stanley
New York
$39.1M +$9.56M +200,724 +32%
EW
14
Evoke Wealth
California
$37.6M +$42.6M +893,499 +21,355%
UBS Group
15
UBS Group
Switzerland
$37.3M +$2.94M +61,709 +9%
CTC
16
Central Trust Company
Missouri
$36.9M -$805K -16,902 -2%
Citadel Advisors
17
Citadel Advisors
Florida
$35.2M +$33.2M +697,196 +1,587%
Ameriprise
18
Ameriprise
Minnesota
$34.1M +$15M +314,667 +78%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$25.6M +$13.6M +286,505 +114%
OAM
20
Oppenheimer Asset Management
New York
$25.1M -$964K -20,235 -4%
Wells Fargo
21
Wells Fargo
California
$23.7M +$10.6M +221,999 +80%
CWM
22
Curi Wealth Management
North Carolina
$19.3M +$4.3M +90,300 +29%
FTUS
23
Flow Traders U.S.
New York
$18.2M -$27.8M -584,187 -60%
MCWS
24
McKinley Carter Wealth Services
West Virginia
$17.9M -$2.45M -51,401 -12%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$17.8M +$1.24M +26,059 +7%

EMXC Hedge Fund Activity: Q4 2022 in Review

316 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ex China ETF (EMXC) for Q4 2022, worth a combined $2.28B — up 36% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new EMXC positions and 34 closed out — a net gain of 44 holders — while 121 added to existing stakes and 80 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $192M. The largest seller was BlackRock, cutting an estimated $42.5M.

  • 316 institutional investors held iShares MSCI Emerging Markets ex China ETF (EMXC) as of Q4 2022, up from 277 in Q3 2022.
  • Funds reported $2.28B of iShares MSCI Emerging Markets ex China ETF stock for Q4 2022, up 36% quarter-over-quarter.
  • 78 funds opened new iShares MSCI Emerging Markets ex China ETF positions in Q4 2022 and 34 closed out, a net change of +44 holders.
  • The largest iShares MSCI Emerging Markets ex China ETF buyer in Q4 2022 was JP Morgan Chase, an estimated $192M added.
  • The largest iShares MSCI Emerging Markets ex China ETF seller in Q4 2022 was BlackRock, an estimated $42.5M sold.

Based on aggregated 13F filings for Q4 2022.