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iShares ESG Advanced MSCI EM ETF
EMXF

38 hedge funds and large institutions have $34.3M invested in iShares ESG Advanced MSCI EM ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

46% more capital invested

Capital invested by funds: $23.6M → $34.3M (+$10.7M)

15% more funds holding

Funds holding: 33 → 38 (+5)

12.87% more ownership

Funds ownership: 33.17% → 46.04% (+13%)

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
38
Holders Change
+5
Holders Change %
+15.15%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
10
Reduced
12
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
+$5.68M
2
OMC
Old Mission Capital
Illinois
+$4.41M
3
SEI Investments
SEI Investments
Pennsylvania
+$1.58M
4
B
Bailard
California
+$493K
5
IWA
Invera Wealth Advisors
Oregon
+$292K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$679K
2
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$547K
3
BFO
Biltmore Family Office
North Carolina
-$319K
4
WFA
Wade Financial Advisory
California
-$257K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$220K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFGA
26
Cambridge Financial Group (Arizona)
Arizona
$237K – – –
MSFS
27
Main Street Financial Solutions
Pennsylvania
$235K -$1.08K -31 -0.5%
HPFG
28
Hart & Patterson Financial Group
Massachusetts
$233K +$228K +6,539 New
APG
29
Abacus Planning Group
South Carolina
$225K – – –
Osaic Holdings
30
Osaic Holdings
Arizona
$168K -$36.2K -1,037 -18%
BFO
31
Biltmore Family Office
North Carolina
$108K -$319K -9,152 -75%
RP
32
Raelipskie Partnership
Ontario, Canada
$78.6K – – –
SPIA
33
Steward Partners Investment Advisory
New York
$77.2K +$75.6K +2,168 New
NP
34
NorthRock Partners
Minnesota
$18.5K – – –
GWSG
35
GPS Wealth Strategies Group
Colorado
$8.08K – – –
UBS Group
36
UBS Group
Switzerland
$3.6K +$3.52K +101 New
B
37
Birchbrook
Maine
$2.74K – – –
Wells Fargo
38
Wells Fargo
California
$28 – – –
FCG
39
Financial Connections Group
California
– -$53K -1,517 Closed
1
2

EMXF Hedge Fund Activity: Q1 2024 in Review

38 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EM ETF (EMXF) for Q1 2024, worth a combined $34.3M — up 46% from $23.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EMXF positions and 1 closed out — a net gain of 5 holders — while 10 added to existing stakes and 12 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $5.68M. The largest seller was Citadel Advisors, cutting an estimated $679K.

  • 38 institutional investors held iShares ESG Advanced MSCI EM ETF (EMXF) as of Q1 2024, up from 33 in Q4 2023.
  • Funds reported $34.3M of iShares ESG Advanced MSCI EM ETF stock for Q1 2024, up 46% quarter-over-quarter.
  • 6 funds opened new iShares ESG Advanced MSCI EM ETF positions in Q1 2024 and 1 closed out, a net change of +5 holders.
  • The largest iShares ESG Advanced MSCI EM ETF buyer in Q1 2024 was Flow Traders U.S., an estimated $5.68M added.
  • The largest iShares ESG Advanced MSCI EM ETF seller in Q1 2024 was Citadel Advisors, an estimated $679K sold.

Based on aggregated 13F filings for Q1 2024.