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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
SIM
201
Strategic Investment Management
Virginia
$24.1M +$14.7M +302,470 +154%
TC
202
Telemus Capital
Michigan
$24M +$105K +2,177 +0.5%
CCFCSB
203
Cape Cod Five Cents Savings Bank
Massachusetts
$23.7M -$9.69M -199,952 -30%
AWA
204
Alaska Wealth Advisors
Alaska
$23.3M +$470K +9,693 +2%
RWM
205
Ritholtz Wealth Management
New York
$22.7M +$936K +19,319 +5%
MFG
206
Magnus Financial Group
New York
$22.3M +$586K +12,090 +3%
FFA
207
First Foundation Advisors
California
$22.3M +$3.24M +66,924 +18%
SFP
208
Shepherd Financial Partners
Massachusetts
$21.9M +$754K +15,566 +4%
VC
209
Vicus Capital
Pennsylvania
$21.8M -$1.37M -28,322 -6%
IWC
210
Integrated Wealth Concepts
Massachusetts
$21.6M +$2.51M +51,839 +14%
FSWA
211
Financial Synergies Wealth Advisors
Texas
$21.6M -$2.43M -50,130 -10%
BAMG
212
Brand Asset Management Group
Missouri
$21.5M +$299K +6,167 +1%
AWA
213
Aaron Wealth Advisors
Illinois
$21.3M -$840K -17,333 -4%
SWM
214
Spire Wealth Management
Virginia
$20.9M -$168K -3,478 -0.8%
BPA
215
Beacon Pointe Advisors
California
$20.9M +$104K +2,148 +0.5%
SW
216
SVB Wealth
Massachusetts
$20.8M +$4.19M +86,452 +27%
AIA
217
Angeles Investment Advisors
California
$20.5M -$15.5M -319,460 -44%
FFBTD
218
First Financial Bank - Trust Division
Ohio
$19.9M -$111K -2,290 -0.6%
Prudential Financial
219
Prudential Financial
New Jersey
$19.9M +$511K +10,550 +3%
CCM
220
Coldstream Capital Management
Washington
$19.8M +$949K +19,591 +5%
RCIM
221
Red Cedar Investment Management
Michigan
$19.6M +$269K +5,550 +1%
GFA
222
Gallagher Fiduciary Advisors
Illinois
$19.5M +$133K +2,756 +0.7%
RCG
223
Rock Creek Group
District of Columbia
$19.2M +$2.12M +43,733 +13%
Financial Engines Advisors
224
Financial Engines Advisors
California
$19.1M +$4.59M +94,832 +34%
CA
225
Cambridge Associates
Massachusetts
$18.9M +$1.78M +36,648 +11%