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iShares MSCI Emerging Markets ex China ETF

755 hedge funds and large institutions have $11.5B invested in iShares MSCI Emerging Markets ex China ETF in 2024 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 431 increasing their positions, 105 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

336% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 33

310% more repeat investments, than reductions

Existing positions increased: 431 | Existing positions reduced: 105

68% more call options, than puts

Call options by funds: $956K | Put options by funds: $570K

45% more capital invested

Capital invested by funds: $7.95B → $11.5B (+$3.54B)

20% more funds holding in top 10

Funds holding in top 10: 4655 (+9)

15% more funds holding

Funds holding: 655755 (+100)

0.51% less ownership

Funds ownership: 91.63%91.12% (-0.51%)

Holders
755
Holders Change
+100
Holders Change %
+15.27%
% of All Funds
10.88%
Holding in Top 10
55
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+19.57%
% of All Funds
0.79%
New
144
Increased
431
Reduced
105
Closed
33
Calls
$956K
Puts
$570K
Net Calls
+$386K
Net Calls Change
+$159K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.07B +$506M +9,096,886 +96%
Bank of America
2
Bank of America
North Carolina
$1.01B +$238M +4,277,332 +32%
JP Morgan Chase
3
JP Morgan Chase
New York
$530M +$121M +2,176,236 +31%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$511M +$91.3M +1,641,911 +23%
Northern Trust
5
Northern Trust
Illinois
$376M +$79M +1,419,334 +28%
Morgan Stanley
6
Morgan Stanley
New York
$327M -$59.6M -1,070,903 -16%
Jane Street
7
Jane Street
New York
$324M +$234M +4,204,601 +294%
LPL Financial
8
LPL Financial
California
$314M +$158M +2,840,652 +109%
PCIG
9
Partners Capital Investment Group
Massachusetts
$305M -$238M -4,269,342 -45%
Ameriprise
10
Ameriprise
Minnesota
$300M +$122M +2,186,816 +72%
RBA
11
Richard Bernstein Advisors
New York
$290M +$103M +1,855,193 +58%
MMH
12
Menora Mivtachim Holdings
Israel
$252M -$4.99M -89,678 -2%
US Bancorp
13
US Bancorp
Minnesota
$222M +$74.7M +1,343,661 +54%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$203M +$11M +198,271 +6%
BlackRock
15
BlackRock
New York
$196M +$66M +1,187,027 +54%
Citigroup
16
Citigroup
New York
$154M +$85.3M +1,533,524 +135%
Envestnet Portfolio Solutions
17
Envestnet Portfolio Solutions
Illinois
$140M +$70.2M +1,262,233 +107%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$134M +$49.4M +888,232 +62%
UBS Group
19
UBS Group
Switzerland
$129M +$33.4M +600,087 +37%
TIAA Trust, National Association
20
TIAA Trust, National Association
North Carolina
$114M +$38.9M +699,813 +54%
PAS
21
Park Avenue Securities
New York
$105M +$48.6M +873,867 +92%
Wells Fargo
22
Wells Fargo
California
$99.1M +$15.7M +281,344 +20%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$88.4M -$11.3M -202,688 -12%
CTC
24
Central Trust Company
Missouri
$85.8M +$4.71M +84,585 +6%
VA
25
Valmark Advisers
Ohio
$85M +$35.7M +642,338 +77%

EMXC Hedge Fund Activity: Q1 2024 in Review

755 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ex China ETF (EMXC) for Q1 2024, worth a combined $11.5B — up 45% from $7.95B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new EMXC positions and 33 closed out — a net gain of 111 holders — while 431 added to existing stakes and 105 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $506M. The largest seller was Partners Capital Investment Group, cutting an estimated $238M.

  • 755 institutional investors held iShares MSCI Emerging Markets ex China ETF (EMXC) as of Q1 2024, up from 655 in Q4 2023.
  • Funds reported $11.5B of iShares MSCI Emerging Markets ex China ETF stock for Q1 2024, up 45% quarter-over-quarter.
  • 144 funds opened new iShares MSCI Emerging Markets ex China ETF positions in Q1 2024 and 33 closed out, a net change of +111 holders.
  • The largest iShares MSCI Emerging Markets ex China ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $506M added.
  • The largest iShares MSCI Emerging Markets ex China ETF seller in Q1 2024 was Partners Capital Investment Group, an estimated $238M sold.

Based on aggregated 13F filings for Q1 2024.