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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
TFA
1101
TPG Financial Advisors
Oregon
$628K +$14.1K +291 +2%
AFO
1102
Arrowroot Family Office
California
$626K -$47.5K -981 -7%
LWA
1103
Lantern Wealth Advisors
New York
$624K +$598K +12,345 New
VI
1104
VanderPol Investments
Michigan
$624K +$598K +12,341 New
MOS
1105
MGO One Seven
Ohio
$622K +$132K +2,720 +28%
AAS
1106
Ameritas Advisory Services
Nebraska
$620K -$52.2K -1,077 -8%
PCA
1107
Pallas Capital Advisors
Massachusetts
$620K -$1.9M -39,302 -76%
IFA
1108
Index Fund Advisors
California
$620K -$37.2K -768 -6%
WN
1109
Williams & Novak
California
$618K +$592K +12,218 New
BSB
1110
Bangor Savings Bank
Maine
$617K
SMA
1111
Sage Mountain Advisors
Georgia
$617K +$235K +4,859 +66%
Massachusetts Financial Services
1112
Massachusetts Financial Services
Massachusetts
$616K
FNWM
1113
Financial Network Wealth Management
Utah
$613K -$274K -5,648 -32%
FFB
1114
First Financial Bankshares
Texas
$611K +$585K +12,083 New
MWM
1115
MorganRosel Wealth Management
Colorado
$611K +$3.68K +76 +0.6%
FCB
1116
First County Bank
Connecticut
$609K +$33.8K +697 +6%
LFA
1117
Lauterbach Financial Advisors
Texas
$608K +$75.4K +1,556 +15%
BWA
1118
BCU Wealth Advisors
Illinois
$607K +$581K +11,992 New
JTWM
1119
Jackson Thornton Wealth Management
Alabama
$605K -$7.41K -153 -1%
FRA
1120
Frank Rimerman Advisors
California
$604K
HWM
1121
Hemington Wealth Management
Virginia
$602K -$48 -1 -0%
WC
1122
Waterloo Capital
Texas
$601K +$575K +11,873 New
CIM
1123
Confluence Investment Management
Missouri
$597K +$572K +11,811 New
RB
1124
Renasant Bank
Mississippi
$596K -$289K -5,968 -34%
HCP
1125
Hexagon Capital Partners
Arkansas
$592K +$411K +8,481 +262%