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iShares Core MSCI Emerging Markets ETF

1,684 hedge funds and large institutions have $58.6B invested in iShares Core MSCI Emerging Markets ETF in 2023 Q4 according to their latest regulatory filings, with 240 funds opening new positions, 655 increasing their positions, 657 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more first-time investments, than exits

New positions opened: 240 | Existing positions closed: 81

9% more funds holding

Funds holding: 1,5481,684 (+136)

8% more capital invested

Capital invested by funds: $54.2B → $58.6B (+$4.38B)

5% more funds holding in top 10

Funds holding in top 10: 178187 (+9)

5% more ownership

Funds ownership: 77.47%82.47% (+5%)

0% less repeat investments, than reductions

Existing positions increased: 655 | Existing positions reduced: 657

24% less call options, than puts

Call options by funds: $71.2M | Put options by funds: $93.5M

Holders
1,684
Holders Change
+136
Holders Change %
+8.79%
% of All Funds
24.55%
Holding in Top 10
187
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+5.06%
% of All Funds
2.73%
New
240
Increased
655
Reduced
657
Closed
81
Calls
$71.2M
Puts
$93.5M
Net Calls
-$22.3M
Net Calls Change
+$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
OWM
251
Olympus Wealth Management
Utah
$17.3M -$238K -4,919 -1%
CAI
252
Capital Advisors Inc
Oklahoma
$17.3M +$16.3M +337,227 +7,756%
OIA
253
OneDigital Investment Advisors
Kansas
$17.1M +$729K +15,050 +5%
HWAM
254
Hennion & Walsh Asset Management
New Jersey
$17M -$6.66M -137,458 -29%
TIM
255
Tortoise Investment Management
New York
$17M -$287K -5,915 -2%
DCM
256
Disciplina Capital Management
Tennessee
$17M +$725K +14,968 +5%
OWM
257
Orgel Wealth Management
Wisconsin
$17M -$3.21M -66,234 -17%
RWG
258
Ratio Wealth Group
Colorado
$16.6M -$473K -9,765 -3%
ST
259
Smithfield Trust
Pennsylvania
$16.5M +$769K +15,880 +5%
SIAM
260
Sterling Investment Advisors (Missouri)
Missouri
$16.5M +$407K +8,398 +3%
WT
261
Washington Trust
Rhode Island
$16.3M -$928K -19,167 -6%
ECM
262
Elgethun Capital Management
South Dakota
$16.1M -$59.1K -1,220 -0.4%
SPIA
263
Steward Partners Investment Advisory
New York
$16M -$699K -14,438 -4%
Mercer Global Advisors
264
Mercer Global Advisors
Colorado
$16M -$1.81M -37,431 -11%
GT
265
Glenview Trust
Kentucky
$15.9M -$49.1K -1,014 -0.3%
EH
266
Equitable Holdings
New York
$15.7M +$4.22M +87,036 +39%
MWM
267
MTC Wealth Management
Florida
$15.7M -$153K -3,157 -1%
TFO
268
Tarbox Family Office
California
$15.6M -$10.4M -215,584 -41%
IA
269
IFP Advisors
Florida
$15.6M -$905K -18,683 -6%
TFM
270
TFC Financial Management
Massachusetts
$15.5M +$10.5M +216,379 +238%
ST
271
Sentinel Trust
Texas
$15.5M +$13.5M +278,333 +996%
MW
272
Marcum Wealth
Ohio
$15.4M -$336K -6,935 -2%
VIP
273
Viewpoint Investment Partners
Alberta, Canada
$15.1M +$2.35M +48,494 +19%
TCM
274
Towercrest Capital Management
Pennsylvania
$15M +$815K +16,820 +6%
LSAG
275
Lake Street Advisors Group
New Hampshire
$15M +$11K +228 +0.1%