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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
EHC
351
Everett Harris & Co
California
$9.73M -$1.24M -25,684 -12%
FWI
352
Facet Wealth Inc
Maryland
$9.73M -$274K -5,662 -3%
LRWA
353
Long Run Wealth Advisors
New York
$9.72M +$150K +3,101 +2%
PGA
354
Portland Global Advisors
Maine
$9.7M +$625K +12,906 +7%
W
355
Wealthquest
Ohio
$9.68M +$366K +7,565 +4%
SHWM
356
Smith & Howard Wealth Management
Georgia
$9.65M -$723K -14,932 -7%
WA
357
Wilshire Advisors
California
$9.64M +$88.2K +1,820 +1%
FCAM
358
First Citizens Asset Management
North Carolina
$9.61M -$540K -11,147 -6%
FMWA
359
Forvis Mazars Wealth Advisors
Missouri
$9.59M -$1.79M -37,025 -16%
CWM
360
Concentric Wealth Management
California
$9.53M +$1.88M +38,743 +26%
CIAS
361
CFS Investment Advisory Services
New Jersey
$9.49M -$446K -9,207 -5%
GRP
362
Global Retirement Partners
California
$9.35M +$633K +13,074 +7%
PA
363
Probity Advisors
Texas
$9.25M -$796K -16,438 -8%
AP
364
Americana Partners
Texas
$9.17M +$137K +2,827 +2%
AWP
365
Ascent Wealth Partners
New York
$9.16M +$439K +9,067 +5%
SL
366
Salomon & Ludwin
Virginia
$9.07M
FMP
367
Financial Management Professionals
Texas
$9M +$224K +4,632 +3%
TF
368
Trek Financial
Arizona
$8.97M +$3.79M +78,192 +79%
PIMG
369
Patriot Investment Management Group
Tennessee
$8.92M -$507K -10,472 -6%
RWA
370
River Wealth Advisors
Pennsylvania
$8.72M +$449K +9,276 +6%
BWIA
371
Bryant Woods Investment Advisors
New York
$8.67M -$1.11M -22,989 -12%
CWM
372
Congress Wealth Management
Massachusetts
$8.65M +$661K +13,636 +9%
CFP
373
Catalyst Financial Partners
Massachusetts
$8.63M +$752K +15,519 +10%
BSSFA
374
Baron Silver Stevens Financial Advisors
Florida
$8.63M +$205K +4,233 +3%
SW
375
SteelPeak Wealth
California
$8.42M -$74.3K -1,533 -0.9%