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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
AssetMark Inc
26
AssetMark Inc
California
$367M -$9.1M -185,557 -2%
AllianceBernstein
27
AllianceBernstein
Tennessee
$358M +$17.9M +365,609 +5%
Asset Management One
28
Asset Management One
Japan
$322M -$91.3M -1,861,619 -22%
NFA
29
Nationwide Fund Advisors
Ohio
$321M -$12.5M -254,709 -4%
Osaic Holdings
30
Osaic Holdings
Arizona
$308M +$174M +3,556,640 +129%
Victory Capital Management
31
Victory Capital Management
Texas
$274M -$160M -3,266,608 -37%
JPG
32
Jordan Park Group
California
$254M +$25.9M +527,237 +11%
EMPI
33
Elo Mutual Pension Insurance
Finland
$247M -$14M -285,800 -5%
SEI Investments
34
SEI Investments
Pennsylvania
$242M +$12.7M +259,300 +6%
Charles Schwab
35
Charles Schwab
California
$241M -$99.3M -2,025,009 -29%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$240M +$224M +4,570,342 +1,328%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$238M +$77.2M +1,572,825 +49%
Ameriprise
38
Ameriprise
Minnesota
$234M +$72.9M +1,485,053 +45%
Members Trust
39
Members Trust
Florida
$233M +$23.5M +479,430 +11%
HTC
40
Haverford Trust Company
Pennsylvania
$231M -$8.13M -165,625 -3%
UCFA
41
United Capital Financial Advisors
Texas
$226M +$4.65M +94,734 +2%
Franklin Resources
42
Franklin Resources
California
$212M +$30M +611,543 +16%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$204M +$12.9M +263,009 +7%
Citigroup
44
Citigroup
New York
$202M -$3.76M -76,711 -2%
MGIA
45
Moneta Group Investment Advisors
Missouri
$201M +$27.3M +556,007 +16%
Stifel Financial
46
Stifel Financial
Missouri
$197M +$31M +631,528 +19%
BP
47
Ballentine Partners
Massachusetts
$192M +$72.1M +1,468,769 +60%
Corient Private Wealth
48
Corient Private Wealth
Florida
$182M +$19.9M +406,351 +12%
USAA
49
United Services Automobile Association
Texas
$169M -$126M -2,574,174 -43%
COPPSERS
50
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$169M -$756M -15,413,803 -82%

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.