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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
AIA
776
Alternative Investment Advisors
Florida
$1.99M -$86.5K -1,786 -4%
WI
777
Wintrust Investments
Illinois
$1.99M -$275K -5,674 -13%
SPC
778
Sigma Planning Corp
Michigan
$1.98M -$3.81M -78,700 -67%
GL
779
Graypoint LLC
New York
$1.97M -$448K -9,255 -19%
LPT
780
Legacy Private Trust
Wisconsin
$1.97M +$432K +8,913 +30%
SFP
781
Strategic Financial Planning
Texas
$1.97M +$495K +10,226 +36%
PCMC
782
Private Capital Management (Colorado)
Colorado
$1.97M +$309K +6,387 +20%
WF
783
Williams Financial
Vermont
$1.96M -$8.09K -167 -0.4%
JWCA
784
J.W. Cole Advisors
Florida
$1.96M +$1,000K +20,636 +114%
RCWMU
785
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.94M -$415K -8,576 -18%
CA
786
Continental Advisors
Utah
$1.94M
PWMG
787
Provence Wealth Management Group
California
$1.93M -$318K -6,570 -15%
SPAS
788
Spectrum Planning & Advisory Services
California
$1.93M -$178K -3,665 -9%
CTB
789
Country Trust Bank
Illinois
$1.92M +$1.67M +34,384 +966%
BWA
790
BlueSky Wealth Advisors
North Carolina
$1.92M -$45.2K -933 -2%
LWM
791
LJI Wealth Management
Indiana
$1.91M -$124K -2,550 -6%
MD
792
Money Design
Japan
$1.91M +$93.6K +1,932 +5%
SF
793
Symphony Financial
Texas
$1.9M -$2.47M -50,977 -57%
RZH
794
Relyea Zuckerberg Hanson
Connecticut
$1.9M -$1.24M -25,600 -41%
TWM
795
Tradition Wealth Management
Minnesota
$1.89M -$88.2K -1,820 -5%
RFS
796
Richardson Financial Services
Massachusetts
$1.88M +$1.8M +37,076 New
MWA
797
Motive Wealth Advisors
Michigan
$1.86M -$365K -7,533 -17%
AFA
798
AA Financial Advisors
Ohio
$1.86M +$1.78M +36,824 New
MWS
799
Maxwell Wealth Strategies
California
$1.86M +$1.78M +36,807 New
MLA
800
My Legacy Advisors
Oregon
$1.8M +$88.3K +1,823 +5%

IEMG Hedge Fund Activity: Q4 2023 in Review

1,684 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI Emerging Markets ETF (IEMG) for Q4 2023, worth a combined $58.6B — up 8.1% from $54.2B a quarter earlier.

Buyers outnumbered sellers: 240 funds opened new IEMG positions and 81 closed out — a net gain of 159 holders — while 655 added to existing stakes and 657 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.15B. The largest seller was State of New Jersey Common Pension Fund D, exiting entirely with an estimated $155M sold.

  • 1,684 institutional investors held iShares Core MSCI Emerging Markets ETF (IEMG) as of Q4 2023, up from 1,548 in Q3 2023.
  • Funds reported $58.6B of iShares Core MSCI Emerging Markets ETF stock for Q4 2023, up 8.1% quarter-over-quarter.
  • 240 funds opened new iShares Core MSCI Emerging Markets ETF positions in Q4 2023 and 81 closed out, a net change of +159 holders.
  • The largest iShares Core MSCI Emerging Markets ETF buyer in Q4 2023 was Morgan Stanley, an estimated $3.15B added.
  • The largest iShares Core MSCI Emerging Markets ETF seller in Q4 2023 was State of New Jersey Common Pension Fund D, an estimated $155M sold.

Based on aggregated 13F filings for Q4 2023.