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iShares ESG Advanced MSCI EM ETF
EMXF

38 hedge funds and large institutions have $36.3M invested in iShares ESG Advanced MSCI EM ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 7

14% more capital invested

Capital invested by funds: $32M → $36.3M (+$4.33M)

1.32% more ownership

Funds ownership: 41.35% → 42.68% (+1.3%)

0% more funds holding

Funds holding: 38 → 38 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

Holders
38
Holders Change
–
Holders Change %
0%
% of All Funds
0.55%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
3
Increased
15
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
+$1.65M
2
SEI Investments
SEI Investments
Pennsylvania
+$843K
3
VAF
Values Added Financial
District of Columbia
+$434K
4
B
Bailard
California
+$377K
5
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$323K

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$2.81M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$294K
3
Citadel Advisors
Citadel Advisors
Florida
-$94.4K
4
CWM
Congress Wealth Management
Massachusetts
-$37.2K
5
Pathstone Holdings
Pathstone Holdings
New Jersey
-$26K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFGA
26
Cambridge Financial Group (Arizona)
Arizona
$270K – – –
HPFG
27
Hart & Patterson Financial Group
Massachusetts
$260K – – –
MSFS
28
Main Street Financial Solutions
Pennsylvania
$260K +$452 +12 +0.2%
SWP
29
Stratos Wealth Partners
Ohio
$210K +$196K +5,192 New
BFO
30
Biltmore Family Office
North Carolina
$123K – – –
NB
31
NBT Bank
New York
$91.7K +$85.2K +2,262 New
RP
32
Raelipskie Partnership
Ontario, Canada
$89.5K – – –
SPIA
33
Steward Partners Investment Advisory
New York
$87.9K – – –
Osaic Holdings
34
Osaic Holdings
Arizona
$36.7K – – –
NP
35
NorthRock Partners
Minnesota
$21.1K – – –
GWSG
36
GPS Wealth Strategies Group
Colorado
$9.2K – – –
GWM
37
Geneos Wealth Management
Colorado
$8.27K +$7.68K +204 New
B
38
Birchbrook
Maine
$2.88K -$226 -6 -8%
Wells Fargo
39
Wells Fargo
California
$16 – – –
FTUS
40
Flow Traders U.S.
New York
– -$2.81M -76,573 Closed
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
– -$294K -8,003 Closed
UBS Group
42
UBS Group
Switzerland
– -$2.9K -79 Closed
1
2

EMXF Hedge Fund Activity: Q3 2024 in Review

38 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EM ETF (EMXF) for Q3 2024, worth a combined $36.3M — up 14% from $32M a quarter earlier.

Fund positioning in EMXF was balanced in Q3 2024: 3 funds opened new positions, 3 closed out, 15 added to existing stakes and 7 trimmed.

The largest buyer was Old Mission Capital, adding an estimated $1.65M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $2.81M sold.

  • 38 institutional investors held iShares ESG Advanced MSCI EM ETF (EMXF) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $36.3M of iShares ESG Advanced MSCI EM ETF stock for Q3 2024, up 14% quarter-over-quarter.
  • 3 funds opened new iShares ESG Advanced MSCI EM ETF positions in Q3 2024 and 3 closed out, a net change of 0 holders.
  • The largest iShares ESG Advanced MSCI EM ETF buyer in Q3 2024 was Old Mission Capital, an estimated $1.65M added.
  • The largest iShares ESG Advanced MSCI EM ETF seller in Q3 2024 was Flow Traders U.S., an estimated $2.81M sold.

Based on aggregated 13F filings for Q3 2024.