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iShares ESG Advanced MSCI EM ETF
EMXF

15 hedge funds and large institutions have $10.5M invested in iShares ESG Advanced MSCI EM ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

114% more funds holding

Funds holding: 7 → 15 (+8)

12% more capital invested

Capital invested by funds: $9.31M → $10.5M (+$1.16M)

5.74% more ownership

Funds ownership: 42.95% → 48.68% (+5.7%)

Holders
15
Holders Change
+8
Holders Change %
+114.29%
% of All Funds
0.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
3
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFO
Biltmore Family Office
North Carolina
+$3.58M
2
WI
WrapManager Inc
California
+$285K
3
BO
Bank OZK
Arkansas
+$263K
4
PC
Pecaut & Co
Iowa
+$128K
5
UBS Group
UBS Group
Switzerland
+$51.7K

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$3.8M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$225K
3
MCM
MAI Capital Management
Ohio
-$223K
Name Holding Trade Value Shares
Change 		Change in
Stake
FTUS
1
Flow Traders U.S.
New York
$4.71M -$3.8M -86,913 -44%
BFO
2
Biltmore Family Office
North Carolina
$3.62M +$3.58M +81,760 +3,512%
APW
3
Atlantic Private Wealth
North Carolina
$660K +$671K +15,322 New
WI
4
WrapManager Inc
California
$480K +$285K +6,503 +140%
FCG
5
Financial Connections Group
California
$311K +$317K +7,244 New
BO
6
Bank OZK
Arkansas
$258K +$263K +6,000 New
PC
7
Pecaut & Co
Iowa
$126K +$128K +2,924 New
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$76K +$77.4K +1,768 New
Osaic Holdings
9
Osaic Holdings
Arizona
$72K +$22.2K +507 +44%
UBS Group
10
UBS Group
Switzerland
$51K +$51.7K +1,180 New
FCT
11
First Community Trust
Iowa
$40.9K +$41.6K +950 New
TWC
12
TD Waterhouse Canada
Ontario, Canada
$30.4K +$30.9K +705 New
US Bancorp
13
US Bancorp
Minnesota
$26K +$26.5K +605 New
BWS
14
BCR Wealth Strategies
Alabama
$19K +$19.8K +452 New
DTIM
15
Danda Trouve Investment Management
Kansas
$3K – – –
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
– -$225K -5,180 Closed
MCM
17
MAI Capital Management
Ohio
– -$223K -5,147 Closed

EMXF Hedge Fund Activity: Q4 2021 in Review

15 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EM ETF (EMXF) for Q4 2021, worth a combined $10.5M — up 12% from $9.31M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new EMXF positions and 2 closed out — a net gain of 8 holders — while 3 added to existing stakes and 1 trimmed.

The largest buyer was Biltmore Family Office, adding an estimated $3.58M. The largest seller was Flow Traders U.S., cutting an estimated $3.8M.

  • 15 institutional investors held iShares ESG Advanced MSCI EM ETF (EMXF) as of Q4 2021, up from 7 in Q3 2021.
  • Funds reported $10.5M of iShares ESG Advanced MSCI EM ETF stock for Q4 2021, up 12% quarter-over-quarter.
  • 10 funds opened new iShares ESG Advanced MSCI EM ETF positions in Q4 2021 and 2 closed out, a net change of +8 holders.
  • The largest iShares ESG Advanced MSCI EM ETF buyer in Q4 2021 was Biltmore Family Office, an estimated $3.58M added.
  • The largest iShares ESG Advanced MSCI EM ETF seller in Q4 2021 was Flow Traders U.S., an estimated $3.8M sold.

Based on aggregated 13F filings for Q4 2021.