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iShares Core MSCI Emerging Markets ETF

1,677 hedge funds and large institutions have $58.5B invested in iShares Core MSCI Emerging Markets ETF in 2023 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 654 increasing their positions, 654 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,677
Holders Change
+136
Holders Change %
+8.83%
% of All Funds
24.58%
Holding in Top 10
186
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+4.49%
% of All Funds
2.73%
New
238
Increased
654
Reduced
654
Closed
79
Calls
$71.2M
Puts
$93.5M
Net Calls
-$22.3M
Net Calls Change
+$27.5M
Name Holding Trade Value Shares
Change
Shares
Change %
EHC
351
Everett Harris & Co
California
$9.73M -$1.3M -25,684 -12%
FWI
352
Facet Wealth Inc
Maryland
$9.73M -$282K -5,662 -3%
LRWA
353
Long Run Wealth Advisors
New York
$9.72M +$157K +3,101 +2%
PGA
354
Portland Global Advisors
Maine
$9.7M +$653K +12,906 +7%
W
355
Wealthquest
Ohio
$9.68M +$383K +7,565 +4%
SHWM
356
Smith & Howard Wealth Management
Georgia
$9.65M -$755K -14,932 -7%
WA
357
Wilshire Advisors
California
$9.64M +$92.1K +1,820 +1%
FMWA
358
Forvis Mazars Wealth Advisors
Missouri
$9.59M -$1.87M -37,025 -16%
CWM
359
Concentric Wealth Management
California
$9.53M +$1.96M +38,743 +26%
CIAS
360
CFS Investment Advisory Services
New Jersey
$9.49M -$466K -9,207 -5%
GRP
361
Global Retirement Partners
California
$9.35M +$631K +13,074 +7%
PA
362
Probity Advisors
Texas
$9.25M -$831K -16,438 -8%
AP
363
Americana Partners
Texas
$9.17M +$143K +2,827 +2%
AWP
364
Ascent Wealth Partners
New York
$9.16M +$459K +9,067 +5%
SL
365
Salomon & Ludwin
Virginia
$9.07M
FMP
366
Financial Management Professionals
Texas
$9M +$234K +4,632 +3%
TF
367
Trek Financial
Arizona
$8.97M +$3.95M +78,192 +79%
PIMG
368
Patriot Investment Management Group
Tennessee
$8.92M -$530K -10,472 -6%
RWA
369
River Wealth Advisors
Pennsylvania
$8.72M +$469K +9,276 +6%
BWIA
370
Bryant Woods Investment Advisors
New York
$8.67M -$1.16M -22,989 -12%
CWM
371
Congress Wealth Management
Massachusetts
$8.65M +$690K +13,636 +9%
CFP
372
Catalyst Financial Partners
Massachusetts
$8.63M +$785K +15,519 +10%
BSSFA
373
Baron Silver Stevens Financial Advisors
Florida
$8.63M +$214K +4,233 +3%
SW
374
SteelPeak Wealth
California
$8.42M -$77.5K -1,533 -0.9%
ISB
375
Iowa State Bank
Iowa
$8.41M +$45.4K +897 +0.5%