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iShares MSCI Emerging Markets ex China ETF

392 hedge funds and large institutions have $3.76B invested in iShares MSCI Emerging Markets ex China ETF in 2023 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 181 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more call options, than puts

Call options by funds: $348K | Put options by funds: $99K

210% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 21

103% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 89

42% more capital invested

Capital invested by funds: $2.66B → $3.76B (+$1.1B)

40% more funds holding in top 10

Funds holding in top 10: 1521 (+6)

12% more funds holding

Funds holding: 349392 (+43)

5.19% more ownership

Funds ownership: 80.15%85.34% (+5.2%)

Holders
392
Holders Change
+43
Holders Change %
+12.32%
% of All Funds
6.15%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.33%
New
65
Increased
181
Reduced
89
Closed
21
Calls
$348K
Puts
$99K
Net Calls
+$249K
Net Calls Change
+$2.11M
Name Holding Trade Value Shares
Change
Change in
Stake
PCIG
1
Partners Capital Investment Group
Massachusetts
$458M +$270M +5,334,190 +154%
Bank of America
2
Bank of America
North Carolina
$345M +$43.4M +856,990 +15%
MMH
3
Menora Mivtachim Holdings
Israel
$234M +$46.1M +910,000 +25%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$224M +$149M +2,933,157 +213%
Northern Trust
5
Northern Trust
Illinois
$182M +$35.4M +697,979 +25%
JP Morgan Chase
6
JP Morgan Chase
New York
$167M +$21.9M +432,409 +16%
Ameriprise
7
Ameriprise
Minnesota
$125M +$69.4M +1,369,232 +133%
RBA
8
Richard Bernstein Advisors
New York
$124M +$56.5M +1,115,380 +88%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$123M +$55.4M +1,092,291 +85%
Russell Investments Group
10
Russell Investments Group
United Kingdom
$115M +$1.31M +25,848 +1%
BlackRock
11
BlackRock
New York
$107M -$33.8M -667,873 -25%
CTC
12
Central Trust Company
Missouri
$61.9M +$7.59M +149,719 +14%
UBS Group
13
UBS Group
Switzerland
$58.3M +$10.3M +203,841 +22%
Wells Fargo
14
Wells Fargo
California
$56.9M +$9.39M +185,310 +20%
Morgan Stanley
15
Morgan Stanley
New York
$56.1M +$9.34M +184,281 +21%
HighTower Advisors
16
HighTower Advisors
Illinois
$46.7M +$1.33M +26,224 +3%
VA
17
Valmark Advisers
Ohio
$41.5M +$2.49M +49,184 +7%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$41.4M +$9.56M +188,567 +31%
EW
19
Evoke Wealth
California
$37.7M -$7.05M -139,152 -16%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$34.1M -$13.8M -272,207 -29%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$29.3M -$307K -6,052 -1%
OAM
22
Oppenheimer Asset Management
New York
$27.5M -$337K -6,652 -1%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$26.2M +$16.9M +333,362 +195%
SFM
24
Soros Fund Management
New York
$25M +$1.05M +20,700 +5%
Creative Planning
25
Creative Planning
Kansas
$24.6M +$4.68M +92,361 +24%

EMXC Hedge Fund Activity: Q2 2023 in Review

392 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ex China ETF (EMXC) for Q2 2023, worth a combined $3.76B — up 42% from $2.66B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new EMXC positions and 21 closed out — a net gain of 44 holders — while 181 added to existing stakes and 89 trimmed.

The largest buyer was Partners Capital Investment Group, adding an estimated $270M. The largest seller was BlackRock, cutting an estimated $33.8M.

  • 392 institutional investors held iShares MSCI Emerging Markets ex China ETF (EMXC) as of Q2 2023, up from 349 in Q1 2023.
  • Funds reported $3.76B of iShares MSCI Emerging Markets ex China ETF stock for Q2 2023, up 42% quarter-over-quarter.
  • 65 funds opened new iShares MSCI Emerging Markets ex China ETF positions in Q2 2023 and 21 closed out, a net change of +44 holders.
  • The largest iShares MSCI Emerging Markets ex China ETF buyer in Q2 2023 was Partners Capital Investment Group, an estimated $270M added.
  • The largest iShares MSCI Emerging Markets ex China ETF seller in Q2 2023 was BlackRock, an estimated $33.8M sold.

Based on aggregated 13F filings for Q2 2023.