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iShares MSCI Emerging Markets ex China ETF
EMXC

349 hedge funds and large institutions have $2.66B invested in iShares MSCI Emerging Markets ex China ETF in 2023 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 154 increasing their positions, 72 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 33

114% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 72

16% more capital invested

Capital invested by funds: $2.28B → $2.66B (+$372M)

15% more funds holding in top 10

Funds holding in top 10: 13 → 15 (+2)

10% more funds holding

Funds holding: 316 → 349 (+33)

3.53% more ownership

Funds ownership: 76.62% → 80.15% (+3.5%)

96% less call options, than puts

Call options by funds: $79K | Put options by funds: $1.94M

Holders
349
Holders Change
+33
Holders Change %
+10.44%
% of All Funds
5.56%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.24%
New
74
Increased
154
Reduced
72
Closed
33
Calls
$79K
Puts
$1.94M
Net Calls
-$1.86M
Net Calls Change
-$1.29M

Top Buyers

1
MMH
Menora Mivtachim Holdings
Israel
+$177M
2
PCIG
Partners Capital Investment Group
Massachusetts
+$117M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$42.6M
4
SFM
Soros Fund Management
New York
+$22.7M
5
Bank of America
Bank of America
North Carolina
+$22.6M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$100M
2
Jane Street
Jane Street
New York
-$96.6M
3
BlackRock
BlackRock
New York
-$61.7M
4
OMC
Old Mission Capital
Illinois
-$40.3M
5
Citadel Advisors
Citadel Advisors
Florida
-$36.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$285M +$22.6M +457,251 +9%
MMH
2
Menora Mivtachim Holdings
Israel
$177M +$177M +3,584,100 New
PCIG
3
Partners Capital Investment Group
Massachusetts
$171M +$117M +2,371,951 +216%
Northern Trust
4
Northern Trust
Illinois
$138M +$13.8M +278,657 +11%
JP Morgan Chase
5
JP Morgan Chase
New York
$137M -$100M -2,027,160 -42%
BlackRock
6
BlackRock
New York
$134M -$61.7M -1,249,420 -31%
Russell Investments Group
7
Russell Investments Group
United Kingdom
$108M -$9.75M -197,450 -8%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$68M -$7.78M -157,601 -10%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$63.3M +$7.77M +157,241 +14%
RBA
10
Richard Bernstein Advisors
New York
$62.7M +$2.1M +42,481 +3%
CTC
11
Central Trust Company
Missouri
$51.3M +$13.1M +264,543 +34%
Ameriprise
12
Ameriprise
Minnesota
$50.9M +$15.6M +315,620 +44%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$45.8M +$42.6M +861,697 +1,299%
UBS Group
14
UBS Group
Switzerland
$45.3M +$6.58M +133,210 +17%
Wells Fargo
15
Wells Fargo
California
$44.8M +$20.2M +409,083 +82%
Morgan Stanley
16
Morgan Stanley
New York
$44.1M +$3.48M +70,390 +9%
HighTower Advisors
17
HighTower Advisors
Illinois
$43M -$456K -9,226 -1%
EW
18
Evoke Wealth
California
$37.2M -$1.63M -33,042 -4%
VA
19
Valmark Advisers
Ohio
$36.9M +$22.1M +446,779 +148%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$30M +$11.5M +233,330 +62%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$28.1M +$1.5M +30,427 +6%
OAM
22
Oppenheimer Asset Management
New York
$26.5M +$392K +7,940 +2%
SFM
23
Soros Fund Management
New York
$22.7M +$22.7M +460,000 New
CWM
24
Curi Wealth Management
North Carolina
$20.4M +$393K +7,960 +2%
MCWS
25
McKinley Carter Wealth Services
West Virginia
$20.1M +$1.45M +29,274 +8%
1
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EMXC Hedge Fund Activity: Q1 2023 in Review

349 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ex China ETF (EMXC) for Q1 2023, worth a combined $2.66B — up 16% from $2.28B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new EMXC positions and 33 closed out — a net gain of 41 holders — while 154 added to existing stakes and 72 trimmed.

The largest buyer was Menora Mivtachim Holdings, opening a new position worth an estimated $177M. The largest seller was JP Morgan Chase, cutting an estimated $100M.

  • 349 institutional investors held iShares MSCI Emerging Markets ex China ETF (EMXC) as of Q1 2023, up from 316 in Q4 2022.
  • Funds reported $2.66B of iShares MSCI Emerging Markets ex China ETF stock for Q1 2023, up 16% quarter-over-quarter.
  • 74 funds opened new iShares MSCI Emerging Markets ex China ETF positions in Q1 2023 and 33 closed out, a net change of +41 holders.
  • The largest iShares MSCI Emerging Markets ex China ETF buyer in Q1 2023 was Menora Mivtachim Holdings, an estimated $177M added.
  • The largest iShares MSCI Emerging Markets ex China ETF seller in Q1 2023 was JP Morgan Chase, an estimated $100M sold.

Based on aggregated 13F filings for Q1 2023.