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iShares MSCI Emerging Markets ex China ETF

655 hedge funds and large institutions have $7.95B invested in iShares MSCI Emerging Markets ex China ETF in 2023 Q4 according to their latest regulatory filings, with 249 funds opening new positions, 256 increasing their positions, 101 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

523% more first-time investments, than exits

New positions opened: 249 | Existing positions closed: 40

372% more call options, than puts

Call options by funds: $288K | Put options by funds: $61K

153% more repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 101

75% more capital invested

Capital invested by funds: $4.55B → $7.95B (+$3.4B)

59% more funds holding in top 10

Funds holding in top 10: 2946 (+17)

45% more funds holding

Funds holding: 451655 (+204)

3.84% more ownership

Funds ownership: 87.78%91.63% (+3.8%)

Holders
655
Holders Change
+204
Holders Change %
+45.23%
% of All Funds
9.55%
Holding in Top 10
46
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+58.62%
% of All Funds
0.67%
New
249
Increased
256
Reduced
101
Closed
40
Calls
$288K
Puts
$61K
Net Calls
+$227K
Net Calls Change
+$28K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$734M +$202M +3,911,611 +42%
PCIG
2
Partners Capital Investment Group
Massachusetts
$530M -$13.2M -255,387 -3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$526M +$428M +8,305,070 +698%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$401M +$78.3M +1,520,706 +27%
JP Morgan Chase
5
JP Morgan Chase
New York
$389M +$169M +3,278,623 +88%
Morgan Stanley
6
Morgan Stanley
New York
$374M +$275M +5,334,697 +379%
Northern Trust
7
Northern Trust
Illinois
$283M +$50.8M +986,396 +24%
MMH
8
Menora Mivtachim Holdings
Israel
$248M -$28.9M -561,350 -11%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$185M +$10.3M +199,508 +6%
RBA
10
Richard Bernstein Advisors
New York
$177M -$9.24M -179,252 -5%
Ameriprise
11
Ameriprise
Minnesota
$168M -$5.46M -105,925 -3%
LPL Financial
12
LPL Financial
California
$145M +$126M +2,439,687 +1,371%
US Bancorp
13
US Bancorp
Minnesota
$139M +$6.95M +134,934 +6%
BlackRock
14
BlackRock
New York
$123M +$32.9M +638,218 +40%
Russell Investments Group
15
Russell Investments Group
United Kingdom
$96.3M -$8.94M -173,487 -9%
UBS Group
16
UBS Group
Switzerland
$90.6M +$9.32M +180,935 +12%
Wells Fargo
17
Wells Fargo
California
$79.8M +$1.89M +36,685 +3%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$79.6M +$73.7M +1,429,986 +21,709%
Jane Street
19
Jane Street
New York
$79.3M +$56.4M +1,094,811 +325%
CTC
20
Central Trust Company
Missouri
$77.9M +$3.53M +68,540 +5%
MMA
21
Miracle Mile Advisors
California
$75.4M +$70.1M +1,360,606 New
TIAA Trust, National Association
22
TIAA Trust, National Association
North Carolina
$71.3M +$20.6M +399,702 +45%
Envestnet Portfolio Solutions
23
Envestnet Portfolio Solutions
Illinois
$65.1M +$60.2M +1,167,913 +16,087%
Citigroup
24
Citigroup
New York
$63.1M +$50M +970,493 +574%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$57.9M +$32.2M +624,325 +148%

EMXC Hedge Fund Activity: Q4 2023 in Review

655 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ex China ETF (EMXC) for Q4 2023, worth a combined $7.95B — up 75% from $4.55B a quarter earlier.

Buyers outnumbered sellers: 249 funds opened new EMXC positions and 40 closed out — a net gain of 209 holders — while 256 added to existing stakes and 101 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $428M. The largest seller was Evoke Wealth, exiting entirely with an estimated $36.2M sold.

  • 655 institutional investors held iShares MSCI Emerging Markets ex China ETF (EMXC) as of Q4 2023, up from 451 in Q3 2023.
  • Funds reported $7.95B of iShares MSCI Emerging Markets ex China ETF stock for Q4 2023, up 75% quarter-over-quarter.
  • 249 funds opened new iShares MSCI Emerging Markets ex China ETF positions in Q4 2023 and 40 closed out, a net change of +209 holders.
  • The largest iShares MSCI Emerging Markets ex China ETF buyer in Q4 2023 was Envestnet Asset Management, an estimated $428M added.
  • The largest iShares MSCI Emerging Markets ex China ETF seller in Q4 2023 was Evoke Wealth, an estimated $36.2M sold.

Based on aggregated 13F filings for Q4 2023.