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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
CWG
476
Cornerstone Wealth Group
North Carolina
$5.59M -$2.85M -58,939 -35%
T
477
TNF
Montana
$5.57M +$438K +9,036 +9%
ACA
478
Affinity Capital Advisors
California
$5.56M -$5.91M -121,994 -53%
1WM
479
1900 Wealth Management
Texas
$5.49M -$4.83M -99,675 -48%
SP
480
Stonebrook Private
Michigan
$5.49M +$5.26M +108,520 New
OFG
481
Omega Financial Group
California
$5.43M +$538K +11,101 +12%
TYCC
482
Texas Yale Capital Corp
Florida
$5.42M +$258K +5,325 +5%
PPW
483
Parcion Private Wealth
Washington
$5.42M -$55.2M -1,139,017 -91%
WJA
484
Willis Johnson & Associates
Texas
$5.35M -$85.8K -1,772 -2%
NEI
485
Northwest & Ethical Investments
Ontario, Canada
$5.33M +$5.11M +105,400 New
KFSC
486
Keystone Financial Services (Colorado)
Colorado
$5.33M -$433K -8,935 -8%
SIC
487
Sigma Investment Counselors
Michigan
$5.31M -$7.75K -160 -0.2%
SCA
488
Snowden Capital Advisors
New York
$5.29M +$77.7K +1,604 +2%
UWS
489
Unique Wealth Strategies
Illinois
$5.28M +$5.06M +104,384 New
FCIM
490
Fairview Capital Investment Management
California
$5.26M +$339K +6,990 +7%
SWA
491
Stratos Wealth Advisors
Ohio
$5.22M +$68.3K +1,410 +1%
BAWM
492
Bennett Associates Wealth Management
Pennsylvania
$5.21M +$4.99M +103,037 New
AIMCA
493
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.2M -$14.1M -290,435 -74%
CAG
494
Csenge Advisory Group
Florida
$5.2M +$562K +11,606 +13%
HCA
495
Harbour Capital Advisors
Virginia
$5.18M -$197K -4,061 -4%
TGAM
496
TBH Global Asset Management
Tennessee
$5.17M -$4.49M -92,602 -48%
BRM
497
Boston Research & Management
Massachusetts
$5.15M +$160K +3,306 +3%
EIA
498
Edgemoor Investment Advisors
Maryland
$5.14M -$254K -5,251 -5%
CM
499
Cornerstone Management
Georgia
$5.13M -$72.8K -1,502 -1%
NHT
500
New Hampshire Trust
New Hampshire
$5.09M +$2.14M +44,143 +78%