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iShares Core MSCI Emerging Markets ETF

1,557 hedge funds and large institutions have $58B invested in iShares Core MSCI Emerging Markets ETF in 2023 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 723 increasing their positions, 585 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 65

24% more repeat investments, than reductions

Existing positions increased: 723 | Existing positions reduced: 585

2% more funds holding

Funds holding: 1,5261,557 (+31)

2% more capital invested

Capital invested by funds: $56.8B → $58B (+$1.27B)

0.26% more ownership

Funds ownership: 80.25%80.51% (+0.26%)

2% less funds holding in top 10

Funds holding in top 10: 207202 (-5)

12% less call options, than puts

Call options by funds: $136M | Put options by funds: $154M

Holders
1,557
Holders Change
+31
Holders Change %
+2.03%
% of All Funds
24.45%
Holding in Top 10
202
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.42%
% of All Funds
3.17%
New
107
Increased
723
Reduced
585
Closed
65
Calls
$136M
Puts
$154M
Net Calls
-$18.3M
Net Calls Change
-$41.1M
Name Holding Trade Value Shares
Change
Change in
Stake
KWA
1001
KCS Wealth Advisory
California
$765K +$4.88K +100 +0.6%
GKWIM
1002
Gerber Kawasaki Wealth & Investment Management
California
$755K -$524K -10,726 -41%
BWM
1003
BCS Wealth Management
Tennessee
$754K +$132K +2,704 +21%
HWM
1004
HB Wealth Management
Georgia
$750K -$199K -4,076 -21%
VA
1005
Valmark Advisers
Ohio
$748K -$8.89K -182 -1%
GP
1006
Girard Partners
Pennsylvania
$746K +$29.7K +608 +4%
ZCM
1007
Ziegler Capital Management
Illinois
$746K
BFPW
1008
BOK Financial Private Wealth
Colorado
$742K -$27.3K -559 -4%
ARIS
1009
Advanced Research Investment Solutions
California
$736K +$729K +14,926 New
SFG
1010
StrategIQ Financial Group
Indiana
$733K +$10.6K +217 +1%
PAM
1011
Palisade Asset Management
Minnesota
$733K +$2.73K +56 +0.4%
BBNB
1012
Baker Boyer National Bank
Washington
$731K -$4.98K -102 -0.7%
KAM
1013
Kraft Asset Management
Tennessee
$731K -$879 -18 -0.1%
AWM
1014
Aspire Wealth Management
Massachusetts
$730K +$17.6K +360 +2%
BF
1015
Brooklyn FI
New York
$729K -$1.79M -36,723 -71%
PCIA
1016
Prime Capital Investment Advisors
Kansas
$728K +$230K +4,716 +47%
PCA
1017
Providence Capital Advisors
North Carolina
$727K +$18.9K +387 +3%
CIBC Private Wealth Group
1018
CIBC Private Wealth Group
Georgia
$726K -$395K -8,083 -35%
EC
1019
Estate Counselors
Wisconsin
$719K -$784K -16,045 -52%
IFA
1020
Index Fund Advisors
California
$717K +$3.13K +64 +0.4%
CTC
1021
Central Trust Company
Missouri
$716K -$262K -5,361 -27%
ESB
1022
Essex Savings Bank
Connecticut
$711K -$22.5K -460 -3%
NGA
1023
Naples Global Advisors
Florida
$710K -$4.49K -92 -0.6%
AA
1024
Argent Advisors
Louisiana
$706K +$3.76K +77 +0.5%
PFA
1025
Pinnacle Family Advisors
Missouri
$705K +$378K +7,735 +118%

IEMG Hedge Fund Activity: Q2 2023 in Review

1,557 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI Emerging Markets ETF (IEMG) for Q2 2023, worth a combined $58B — up 2.2% from $56.8B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new IEMG positions and 65 closed out — a net gain of 42 holders — while 723 added to existing stakes and 585 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $290M. The largest seller was BlackRock, cutting an estimated $460M.

  • 1,557 institutional investors held iShares Core MSCI Emerging Markets ETF (IEMG) as of Q2 2023, up from 1,526 in Q1 2023.
  • Funds reported $58B of iShares Core MSCI Emerging Markets ETF stock for Q2 2023, up 2.2% quarter-over-quarter.
  • 107 funds opened new iShares Core MSCI Emerging Markets ETF positions in Q2 2023 and 65 closed out, a net change of +42 holders.
  • The largest iShares Core MSCI Emerging Markets ETF buyer in Q2 2023 was Morgan Stanley, an estimated $290M added.
  • The largest iShares Core MSCI Emerging Markets ETF seller in Q2 2023 was BlackRock, an estimated $460M sold.

Based on aggregated 13F filings for Q2 2023.