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iShares Core MSCI Emerging Markets ETF

1,683 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, 654 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: 1,5471,683 (+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: 654 | Existing positions reduced: 657

24% less call options, than puts

Call options by funds: $71.2M | Put options by funds: $93.5M

Holders
1,683
Holders Change
+136
Holders Change %
+8.79%
% of All Funds
24.54%
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
654
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
G
126
GenTrust
Florida
$50.5M -$1.94M -39,973 -4%
RFC
127
Regions Financial Corp
Alabama
$49.5M +$2.74M +56,621 +6%
Brown Advisory
128
Brown Advisory
Maryland
$48.6M -$1.67M -34,521 -3%
LGWM
129
Litman Gregory Wealth Management
California
$48.5M +$1.35M +27,928 +3%
QWP
130
Quotient Wealth Partners
Texas
$47.1M +$45.1M +932,001 New
RIA
131
Retirement Investment Advisors
Oklahoma
$46.7M -$31.9M -657,693 -42%
WTC
132
WhitTier Trust Company
Nevada
$46.4M +$2.14M +44,222 +5%
CFG
133
CKW Financial Group
Hawaii
$46.3M +$158K +3,264 +0.4%
CL
134
Choreo LLC
Illinois
$45.7M +$26M +537,466 +147%
Allspring Global Investments
135
Allspring Global Investments
North Carolina
$44.1M +$18M +371,775 +74%
Rockefeller Capital Management
136
Rockefeller Capital Management
New York
$43.9M -$436K -8,995 -1%
SWP
137
Stratos Wealth Partners
Ohio
$43.9M +$502K +10,372 +1%
BCM
138
Becker Capital Management
Oregon
$42.7M +$2.05M +42,248 +5%
CCWA
139
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$42.5M +$331K +6,834 +0.8%
RIG
140
RiverFront Investment Group
Virginia
$41.6M +$2.18M +45,012 +6%
FCI
141
Financial Counselors Inc
Kansas
$41.2M +$1.41M +29,206 +4%
SC
142
Savant Capital
Illinois
$40.8M -$1.71M -35,235 -4%
MWA
143
Midland Wealth Advisors
Illinois
$40.8M +$39.1M +806,394 New
DS
144
DRW Securities
Illinois
$40.3M +$32.3M +667,786 +520%
WT
145
Whittier Trust
California
$40.1M -$9.19M -189,695 -19%
SFBLI
146
Southern Farm Bureau Life Insurance
Mississippi
$40M -$4.86M -100,321 -11%
HWA
147
Heritage Wealth Advisors
Virginia
$39.8M -$4.44M -91,748 -10%
S
148
SignatureFD
Georgia
$39.3M -$3.6M -74,391 -9%
NPT
149
National Philanthropic Trust
Pennsylvania
$39.2M +$37.6M +775,701 New
AI
150
Atria Investments
North Carolina
$38.8M +$10.3M +213,419 +39%