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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
TVAMP
1476
Tennessee Valley Asset Management Partners
Tennessee
$168K +$161K +3,320 New
SAM
1477
Smartleaf Asset Management
Massachusetts
$162K +$155K +3,200 New
SFA
1478
Semmax Financial Advisors
North Carolina
$161K +$114K +2,345 +253%
CP
1479
Castleview Partners
Texas
$156K +$23.8K +491 +19%
CIA
1480
Cape Investment Advisory
Georgia
$155K +$28.8K +594 +24%
BCM
1481
Bourgeon Capital Management
Connecticut
$149K
VWWMG
1482
Vermillion & White Wealth Management Group
Pennsylvania
$147K +$141K +2,911 New
MA
1483
Montag & Associates
Georgia
$146K -$148K -3,060 -51%
Russell Investments Group
1484
Russell Investments Group
United Kingdom
$144K
RA
1485
Rise Advisors
New York
$144K +$1.89K +39 +1%
FRA
1486
Front Row Advisors
California
$144K -$41.8K -863 -23%
BWM
1487
BKM Wealth Management
Wisconsin
$141K +$135K +2,793 New
ITIM
1488
Indiana Trust & Investment Management
Indiana
$134K
AWM
1489
Able Wealth Management
New Jersey
$132K +$126K +2,603 New
MFG
1490
Mendota Financial Group
Wisconsin
$130K +$32.4K +668 +35%
PK
1491
Pflug Koory
Nebraska
$129K
BC
1492
Barrett & Company
Rhode Island
$128K +$1.41K +29 +1%
MWM
1493
Mascoma Wealth Management
New Hampshire
$123K +$21.5K +444 +22%
LWANC
1494
Laurel Wealth Advisors (North Carolina)
North Carolina
$122K +$1.94K +40 +2%
CCA
1495
Criterion Capital Advisors
Tennessee
$119K +$114K +2,355 New
BFEC
1496
Benjamin F. Edwards & Company
Missouri
$119K -$180K -3,712 -61%
CWP
1497
Concord Wealth Partners
Virginia
$118K -$25.2K -521 -18%
Optiver Holding
1498
Optiver Holding
Netherlands
$118K +$113K +2,327 New
BBPWM
1499
Blue Bell Private Wealth Management
Pennsylvania
$117K +$99.7K +2,058 +807%
CAM
1500
Chesapeake Asset Management
New York
$117K