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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
SAM
701
Sawgrass Asset Management
Florida
$2.59M +$212K +4,386 +9%
CTA
702
Camelot Technology Advisors
California
$2.58M +$2.47M +51,037 New
WWM
703
Western Wealth Management
Colorado
$2.57M -$33.2K -685 -1%
IA
704
IFG Advisory
Georgia
$2.57M +$332K +6,845 +16%
SFP
705
Sweet Financial Partners
Minnesota
$2.55M +$705K +14,555 +40%
WFAG
706
Wescott Financial Advisory Group
Pennsylvania
$2.55M +$2.33K +48 +0.1%
TPWA
707
TRUE Private Wealth Advisors
Oregon
$2.55M -$3.62M -74,714 -60%
DI
708
Disciplined Investments
Oklahoma
$2.55M +$183K +3,771 +8%
CFG
709
Clayton Financial Group
Missouri
$2.55M +$2.44M +50,336 New
KP
710
Keel Point
Alabama
$2.54M +$1.07M +22,030 +78%
SSW
711
Stone Summit Wealth
Florida
$2.52M +$49.8K +1,028 +2%
DI
712
DFPG Investments
Utah
$2.52M +$71.2K +1,470 +3%
O3W
713
Omni 360 Wealth
New Jersey
$2.52M +$2.41M +49,776 New
AT
714
Arvest Trust
Oklahoma
$2.51M +$2.41M +49,690 New
LA
715
Lane & Associates
New Jersey
$2.49M +$137K +2,822 +6%
BA
716
Bristlecone Advisors
Washington
$2.49M -$507K -10,473 -18%
IPW
717
Intergy Private Wealth
Colorado
$2.47M +$71.3K +1,471 +3%
FAAM
718
First Ascent Asset Management
Colorado
$2.44M +$255K +5,266 +12%
JE
719
JMAC Enterprises
Pennsylvania
$2.43M +$21.3K +439 +0.9%
VCP
720
Verus Capital Partners
Arizona
$2.43M -$186K -3,833 -7%
PGAM
721
Princeton Global Asset Management
New Jersey
$2.43M -$51.5K -1,063 -2%
BJL
722
Brighton Jones LLC
Washington
$2.36M +$221K +4,568 +11%
WIM
723
Westside Investment Management
California
$2.35M +$226K +4,659 +11%
MNBTD
724
Moody National Bank Trust Division
Texas
$2.34M
NWM
725
Northwest Wealth Management
Iowa
$2.34M +$157K +3,235 +8%