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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
AC
526
Adroit Compliance
$4.57M +$4.38M +90,402 New
SL
527
SWMG LLC
Texas
$4.57M +$67K +1,383 +2%
HI
528
Horizon Investments
North Carolina
$4.55M +$231K +4,779 +6%
FW
529
Fairway Wealth
Ohio
$4.55M +$4.36M +89,973 New
SS
530
Simplicity Solutions
Minnesota
$4.55M +$171K +3,540 +4%
SMC
531
Smith, Moore & Co
Missouri
$4.54M +$201K +4,144 +5%
ZIG
532
Zuckerman Investment Group
Illinois
$4.53M +$107K +2,200 +3%
MTIC
533
Missouri Trust & Investment Company
Missouri
$4.51M +$1.06M +21,786 +32%
LL
534
LWMG LLC
Minnesota
$4.51M +$501K +10,340 +13%
Empower Advisory Group
535
Empower Advisory Group
Colorado
$4.49M +$619K +12,776 +17%
GIA
536
Gladstone Institutional Advisory
Florida
$4.44M -$82.7K -1,708 -2%
SGAM
537
Stephens Group Asset Management
Arkansas
$4.42M +$67.7K +1,398 +2%
MFA
538
Mayflower Financial Advisors
Massachusetts
$4.4M -$118K -2,430 -3%
BCA
539
Bray Capital Advisors
Florida
$4.39M -$83.6K -1,726 -2%
KFG
540
Kingdom Financial Group
Arizona
$4.37M -$55.9K -1,154 -1%
BDF
541
Black Diamond Financial
Maryland
$4.36M +$203K +4,184 +5%
SIM
542
SSI Investment Management
California
$4.36M -$25.1K -518 -0.6%
SHIM
543
Stone House Investment Management
Pennsylvania
$4.34M -$1.8M -37,213 -30%
TWM
544
Thrive Wealth Management
Pennsylvania
$4.32M +$1.87M +38,631 +83%
VC
545
Veery Capital
Delaware
$4.29M +$296K +6,119 +8%
JF
546
JSF Financial
California
$4.29M +$159K +3,288 +4%
NFG
547
Nations Financial Group
Iowa
$4.28M +$37.2K +767 +0.9%
SXL
548
Summit X LLC
Missouri
$4.25M -$1.12M -23,070 -22%
SCA
549
Southern Capital Advisors
Tennessee
$4.22M +$296K +6,118 +8%
FC
550
Financial Council
Maryland
$4.21M +$82K +1,692 +2%