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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
GI
601
GAMMA Investing
California
$3.63M +$3.63M +74,941 New
EWM
602
EPG Wealth Management
Georgia
$3.62M +$683K +14,103 +24%
LPP
603
Life Planning Partners
Florida
$3.62M +$3.47M +71,574 New
TW
604
Traveka Wealth
California
$3.62M +$3.46M +71,475 New
DE
605
Day & Ennis
Georgia
$3.59M -$141K -2,921 -4%
EWA
606
Elevate Wealth Advisory
Georgia
$3.57M +$3.42M +70,611 New
AR
607
Apeiron RIA
Texas
$3.55M -$2.13K -44 -0.1%
IWA
608
Invera Wealth Advisors
Oregon
$3.54M +$3.39M +70,084 New
FPCP
609
Fort Point Capital Partners
California
$3.53M +$473K +9,766 +16%
ATC
610
Argent Trust Co
Tennessee
$3.53M +$77.3K +1,596 +2%
WIC
611
Woodmont Investment Counsel
Tennessee
$3.51M -$3.16M -65,237 -48%
CAM
612
Crestone Asset Management
Colorado
$3.49M -$893K -18,445 -21%
PAIM
613
Punch & Associates Investment Management
Minnesota
$3.48M -$266K -5,487 -7%
EWA
614
Emergent Wealth Advisors
New York
$3.44M +$3.29M +67,972 New
EWA
615
Encompass Wealth Advisors
Oregon
$3.43M +$162K +3,337 +5%
SCM
616
SCS Capital Management
Massachusetts
$3.42M +$141K +2,917 +5%
IOOF
617
Independent Order of Foresters
Ontario, Canada
$3.42M
LA
618
LM Advisors
California
$3.38M +$3.24M +66,887 New
GIM
619
Gold Investment Management
Alberta, Canada
$3.38M +$3.24M +66,836 New
PIMJS
620
PKO Investment Management Joint-Stock
Poland
$3.37M -$257K -5,302 -7%
AWMG
621
Alliance Wealth Management Group
New Jersey
$3.37M +$3.22M +66,567 New
SFG
622
Sunburst Financial Group
Alabama
$3.37M +$121K +2,498 +4%
PFS
623
Prospera Financial Services
Texas
$3.36M +$1.38M +28,463 +75%
CWM
624
CarsonAllaria Wealth Management
Illinois
$3.36M +$261K +5,387 +9%
MFS
625
Madrona Financial Services
Washington
$3.35M +$494K +10,201 +18%