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iShares Core MSCI Emerging Markets ETF

1,557 hedge funds and large institutions have $58B invested in iShares Core MSCI Emerging Markets ETF in 2023 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 723 increasing their positions, 585 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 65

24% more repeat investments, than reductions

Existing positions increased: 723 | Existing positions reduced: 585

2% more funds holding

Funds holding: 1,5261,557 (+31)

2% more capital invested

Capital invested by funds: $56.8B → $58B (+$1.27B)

0.26% more ownership

Funds ownership: 80.25%80.51% (+0.26%)

2% less funds holding in top 10

Funds holding in top 10: 207202 (-5)

12% less call options, than puts

Call options by funds: $136M | Put options by funds: $154M

Holders
1,557
Holders Change
+31
Holders Change %
+2.03%
% of All Funds
24.45%
Holding in Top 10
202
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.42%
% of All Funds
3.17%
New
107
Increased
723
Reduced
585
Closed
65
Calls
$136M
Puts
$154M
Net Calls
-$18.3M
Net Calls Change
-$41.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SDWMA
301
Schneider Downs Wealth Management Advisors
Pennsylvania
$12.7M +$262K +5,365 +2%
RWM
302
RKL Wealth Management
Pennsylvania
$12.6M +$176K +3,603 +1%
SHJ
303
Sharkey, Howes & Javer
Colorado
$12.6M +$859K +17,582 +7%
RVPG
304
Relative Value Partners Group
$12.6M +$812K +16,629 +7%
SWM
305
Shakespeare Wealth Management
Wisconsin
$12.5M +$348K +7,133 +3%
CCM
306
Condor Capital Management
New Jersey
$12.5M +$189K +3,876 +2%
APF
307
Alaska Permanent Fund
Alaska
$12.4M +$12.3M +251,000 New
KPWS
308
Kestra Private Wealth Services
Texas
$12.4M +$1.06M +21,630 +9%
CSWG
309
Cardinal Strategic Wealth Guidance
Kentucky
$12.3M -$1.1M -22,450 -8%
AF
310
Allworth Financial
California
$12.3M -$61.2K -1,254 -0.5%
Lazard Asset Management
311
Lazard Asset Management
New York
$12.3M +$2.46M +50,400 +25%
LWA
312
LWS Wealth Advisors
New Jersey
$12.1M +$103K +2,119 +0.9%
GGS
313
Galvin Gaustad & Stein
Arizona
$12.1M -$198K -4,058 -2%
Fidelity International
314
Fidelity International
Bermuda
$12M -$1.08M -22,141 -8%
FAM
315
Frontier Asset Management
Wyoming
$11.8M -$15.1K -309 -0.1%
CFG
316
Compton Financial Group
Maryland
$11.8M +$472K +9,660 +4%
SIRP
317
Shelter Insurance Retirement Plan
Missouri
$11.8M -$1.62M -33,134 -12%
RA
318
Regis Acquisition
Colorado
$11.8M +$1.75M +35,843 +18%
ACA
319
Affinity Capital Advisors
California
$11.5M +$382K +7,829 +3%
SS
320
Simplicity Solutions
Minnesota
$11.5M +$2.44M +49,928 +27%
1WM
321
1900 Wealth Management
Texas
$11.3M +$1.05M +21,519 +10%
CCA
322
Clearwater Capital Advisors
Illinois
$11.1M -$288K -5,906 -3%
TFCP
323
Twin Focus Capital Partners
Massachusetts
$11.1M -$381K -7,808 -3%
COI
324
Connable Office Inc
Michigan
$11M +$6.84K +140 +0.1%
AP
325
Appleton Partners
Massachusetts
$11M +$814K +16,668 +8%