We are live on ! Find out more
EMXF icon

iShares ESG Advanced MSCI EM ETF

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: 3838 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
1
SEI Investments
Pennsylvania
$5.25M +$843K +22,388 +21%
IWA
2
Invera Wealth Advisors
Oregon
$4.6M +$70.6K +1,874 +2%
BRIA
3
Balanced Rock Investment Advisors
Massachusetts
$3.72M +$59.9K +1,590 +2%
B
4
Bailard
California
$3.52M +$377K +10,008 +13%
OMC
5
Old Mission Capital
Illinois
$2.85M +$1.65M +43,933 +167%
RWP
6
RWA Wealth Partners
Massachusetts
$2.31M +$131K +3,474 +6%
FDCDDQ
7
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.66M +$323K +8,568 +26%
WCFA
8
Walkner Condon Financial Advisors
Wisconsin
$1.42M -$10.5K -278 -0.8%
APW
9
Atlantic Private Wealth
North Carolina
$1.37M +$118K +3,144 +10%
VAF
10
Values Added Financial
District of Columbia
$1.34M +$434K +11,533 +53%
Lazard Asset Management
11
Lazard Asset Management
New York
$945K
Citadel Advisors
12
Citadel Advisors
Florida
$724K -$94.4K -2,507 -12%
Pathstone Holdings
13
Pathstone Holdings
New Jersey
$542K -$26K -691 -5%
CGL
14
Clarius Group LLC
Washington
$541K
GAM
15
Gould Asset Management
California
$528K
MML Investors Services
16
MML Investors Services
Massachusetts
$455K +$678 +18 +0.2%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$424K -$19.3K -513 -5%
OL
18
Optas LLC
Texas
$394K +$15.8K +419 +5%
CWM
19
Congress Wealth Management
Massachusetts
$375K -$37.2K -987 -10%
WFA
20
Wade Financial Advisory
California
$353K +$41.8K +1,110 +15%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$344K
AIA
22
Ally Invest Advisors
North Carolina
$325K +$51.3K +1,361 +20%
WI
23
WrapManager Inc
California
$323K -$7.76K -206 -3%
APG
24
Abacus Planning Group
South Carolina
$278K +$20.6K +546 +9%
ADL
25
Asset Dedication LLC
California
$270K

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.