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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
RIM
276
Rockbridge Investment Management
New York
$14.9M +$695K +14,347 +5%
CGA
277
Crescent Grove Advisors
Illinois
$14.7M +$458K +9,459 +3%
BOH
278
Bank of Hawaii
Hawaii
$14.7M +$97.4K +2,010 +0.7%
SAS
279
Sage Advisory Services
Texas
$14.6M +$79.1K +1,632 +0.6%
William Blair & Company
280
William Blair & Company
Illinois
$14.6M +$382K +7,889 +3%
PCIA
281
Prime Capital Investment Advisors
Kansas
$14.4M +$13.1M +271,261 +1,950%
SF
282
Synovus Financial
Georgia
$14.4M -$769K -15,878 -5%
IFAM
283
Institutional & Family Asset Management
Colorado
$14.3M +$22K +454 +0.2%
VWM
284
Venturi Wealth Management
Texas
$14.3M +$12.5M +258,333 +1,039%
LWA
285
LWS Wealth Advisors
New Jersey
$14.1M +$1.45M +29,998 +12%
KPWS
286
Kestra Private Wealth Services
Texas
$14.1M +$1.03M +21,319 +8%
WP
287
WealthPLAN Partners
Nebraska
$14.1M +$455K +9,401 +3%
KAS
288
Kestra Advisory Services
Texas
$13.9M +$1.52M +31,341 +13%
DZ Bank
289
DZ Bank
Germany
$13.9M
SWM
290
Shakespeare Wealth Management
Wisconsin
$13.8M +$550K +11,357 +4%
CIA
291
Concurrent Investment Advisors
Florida
$13.8M +$13.2M +273,244 New
GC
292
Guidance Capital
Kentucky
$13.7M +$13.3M +273,819 New
CCM
293
Condor Capital Management
New Jersey
$13.5M +$203K +4,186 +2%
CFO
294
Custos Family Office
Texas
$13.5M +$3.35M +69,129 +35%
CFG
295
Compton Financial Group
Maryland
$13.5M +$377K +7,780 +3%
SDWMA
296
Schneider Downs Wealth Management Advisors
Pennsylvania
$13.4M -$646K -13,342 -5%
PPWP
297
Proquility Private Wealth Partners
Nevada
$13.2M -$3.6M -74,256 -22%
FG
298
Foster Group
Iowa
$13.2M
RA
299
Regis Acquisition
Colorado
$13.2M +$2.97M +61,244 +31%
RPCA
300
Running Point Capital Advisors
California
$12.9M +$2.63M +54,302 +27%