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iShares Core MSCI Emerging Markets ETF

1,526 hedge funds and large institutions have $56.8B invested in iShares Core MSCI Emerging Markets ETF in 2023 Q1 according to their latest regulatory filings, with 192 funds opening new positions, 725 increasing their positions, 464 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 192 | Existing positions closed: 78

56% more repeat investments, than reductions

Existing positions increased: 725 | Existing positions reduced: 464

22% more call options, than puts

Call options by funds: $125M | Put options by funds: $102M

10% more funds holding in top 10

Funds holding in top 10: 189207 (+18)

5% more funds holding

Funds holding: 1,4511,526 (+75)

5% more capital invested

Capital invested by funds: $54.1B → $56.8B (+$2.62B)

1.11% less ownership

Funds ownership: 81.36%80.25% (-1.1%)

Holders
1,526
Holders Change
+75
Holders Change %
+5.17%
% of All Funds
24.32%
Holding in Top 10
207
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+9.52%
% of All Funds
3.3%
New
192
Increased
725
Reduced
464
Closed
78
Calls
$125M
Puts
$102M
Net Calls
+$22.8M
Net Calls Change
+$3.81M
Name Holding Trade Value Shares
Change
Change in
Stake
CW
326
Connectus Wealth
Ohio
$10.5M +$8.82M +179,887 +518%
RI
327
RPTC Inc
Wyoming
$10.4M
SPC
328
Sigma Planning Corp
Michigan
$10.4M +$389K +7,924 +4%
IG
329
Inherent Group
New York
$10.4M
QFA
330
Quattro Financial Advisors
Texas
$10.4M -$483K -9,843 -4%
CB
331
Community Bank
New York
$10.3M +$1.29M +26,397 +14%
LRWA
332
Long Run Wealth Advisors
New York
$10.2M +$5.76M +117,364 +127%
SHWM
333
Smith & Howard Wealth Management
Georgia
$10.2M +$692K +14,115 +7%
GBT
334
Grove Bank & Trust
Florida
$10.2M +$679K +13,833 +7%
ZIG
335
Zuckerman Investment Group
Illinois
$10.1M -$60.2K -1,227 -0.6%
SA
336
Scarborough Advisors
Maryland
$10.1M +$10.2M +207,382 New
AP
337
Appleton Partners
Massachusetts
$10.1M +$292K +5,953 +3%
NW
338
NewEdge Wealth
Pennsylvania
$10.1M -$683K -13,922 -6%
HCA
339
Heck Capital Advisors
Wisconsin
$10M +$270K +5,514 +3%
GWSA
340
Global Wealth Strategies & Associates
Colorado
$9.98M +$4.39M +89,497 +78%
WA
341
Wilshire Advisors
California
$9.97M -$315K -6,417 -3%
AIM
342
Allen Investment Management
New York
$9.94M
RA
343
Regis Acquisition
Colorado
$9.92M +$9.97M +203,242 New
SHIM
344
Stone House Investment Management
Pennsylvania
$9.89M +$9.94M +202,612 New
1WM
345
1900 Wealth Management
Texas
$9.83M +$153K +3,122 +2%
MWM
346
Marion Wealth Management
Pennsylvania
$9.79M +$544K +11,098 +6%
PWM
347
Perigon Wealth Management
California
$9.73M +$3.21M +65,488 +49%
GT
348
Greenleaf Trust
Michigan
$9.71M +$138K +2,815 +1%
SL
349
Salomon & Ludwin
Virginia
$9.7M +$22.2K +452 +0.2%
CS
350
Comerica Securities
Michigan
$9.69M +$6.97M +141,999 +250%

IEMG Hedge Fund Activity: Q1 2023 in Review

1,526 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI Emerging Markets ETF (IEMG) for Q1 2023, worth a combined $56.8B — up 4.8% from $54.1B a quarter earlier.

Buyers outnumbered sellers: 192 funds opened new IEMG positions and 78 closed out — a net gain of 114 holders — while 725 added to existing stakes and 464 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $1.88B. The largest seller was Jane Street, cutting an estimated $1.06B.

  • 1,526 institutional investors held iShares Core MSCI Emerging Markets ETF (IEMG) as of Q1 2023, up from 1,451 in Q4 2022.
  • Funds reported $56.8B of iShares Core MSCI Emerging Markets ETF stock for Q1 2023, up 4.8% quarter-over-quarter.
  • 192 funds opened new iShares Core MSCI Emerging Markets ETF positions in Q1 2023 and 78 closed out, a net change of +114 holders.
  • The largest iShares Core MSCI Emerging Markets ETF buyer in Q1 2023 was Envestnet Asset Management, an estimated $1.88B added.
  • The largest iShares Core MSCI Emerging Markets ETF seller in Q1 2023 was Jane Street, an estimated $1.06B sold.

Based on aggregated 13F filings for Q1 2023.