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iShares Core MSCI Emerging Markets ETF

1,548 hedge funds and large institutions have $54.2B invested in iShares Core MSCI Emerging Markets ETF in 2023 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 554 increasing their positions, 711 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 93

1% less funds holding

Funds holding: 1,5571,548 (-9)

3.04% less ownership

Funds ownership: 80.51%77.47% (-3%)

7% less capital invested

Capital invested by funds: $58B → $54.2B (-$3.83B)

12% less funds holding in top 10

Funds holding in top 10: 202178 (-24)

22% less repeat investments, than reductions

Existing positions increased: 554 | Existing positions reduced: 711

38% less call options, than puts

Call options by funds: $79.7M | Put options by funds: $129M

Holders
1,548
Holders Change
-9
Holders Change %
-0.58%
% of All Funds
24.57%
Holding in Top 10
178
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-11.88%
% of All Funds
2.82%
New
104
Increased
554
Reduced
711
Closed
93
Calls
$79.7M
Puts
$129M
Net Calls
-$49.7M
Net Calls Change
-$31.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$6.31B +$349M +7,045,185 +6%
Creative Planning
2
Creative Planning
Kansas
$3.33B +$129M +2,605,513 +4%
Morgan Stanley
3
Morgan Stanley
New York
$3.21B -$585M -11,828,804 -15%
Wells Fargo
4
Wells Fargo
California
$2.33B -$112M -2,254,341 -4%
Goldman Sachs
5
Goldman Sachs
New York
$1.7B -$331M -6,687,825 -16%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.64B -$1.13B -22,770,622 -40%
TIAA Trust, National Association
7
TIAA Trust, National Association
North Carolina
$1.6B +$1.66B +33,622,615 New
Wealthfront Advisers
8
Wealthfront Advisers
California
$1.49B +$100M +2,030,458 +7%
BlackRock
9
BlackRock
New York
$1.25B -$465M -9,406,038 -26%
JP Morgan Chase
10
JP Morgan Chase
New York
$1.15B +$62.9M +1,271,596 +6%
US Bancorp
11
US Bancorp
Minnesota
$1.12B +$43M +869,868 +4%
LPL Financial
12
LPL Financial
California
$1.04B -$56.3M -1,137,242 -5%
BA
13
Bridgewater Associates
Connecticut
$913M +$61.9M +1,251,567 +7%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$780M +$16.3M +329,784 +2%
UBS Group
15
UBS Group
Switzerland
$777M -$82.4M -1,665,576 -9%
WL
16
WIT LLC
District of Columbia
$748M -$60.7K -1,226 -7%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$700M +$24.3M +491,236 +3%
RJA
18
Raymond James & Associates
Florida
$669M +$23.6M +477,320 +4%
M&T Bank
19
M&T Bank
New York
$605M -$3.11M -62,921 -0.5%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$560M -$853K -17,229 -0.1%
Jane Street
21
Jane Street
New York
$531M +$552M +11,152,855 New
Betterment LLC
22
Betterment LLC
New York
$476M -$4.13M -83,382 -0.8%
Envestnet Portfolio Solutions
23
Envestnet Portfolio Solutions
Illinois
$465M +$484M +9,770,776 New
MERSOM
24
Municipal Employees' Retirement System of Michigan
Michigan
$399M
AssetMark Inc
25
AssetMark Inc
California
$377M +$11.7M +237,376 +3%

IEMG Hedge Fund Activity: Q3 2023 in Review

1,548 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI Emerging Markets ETF (IEMG) for Q3 2023, worth a combined $54.2B — down 6.6% from $58B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new IEMG positions and 93 closed out — a net gain of 11 holders — while 554 added to existing stakes and 711 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $552M. The largest seller was Envestnet Asset Management, cutting an estimated $1.13B.

  • 1,548 institutional investors held iShares Core MSCI Emerging Markets ETF (IEMG) as of Q3 2023, down from 1,557 in Q2 2023.
  • Funds reported $54.2B of iShares Core MSCI Emerging Markets ETF stock for Q3 2023, down 6.6% quarter-over-quarter.
  • 104 funds opened new iShares Core MSCI Emerging Markets ETF positions in Q3 2023 and 93 closed out, a net change of +11 holders.
  • The largest iShares Core MSCI Emerging Markets ETF buyer in Q3 2023 was Jane Street, an estimated $552M added.
  • The largest iShares Core MSCI Emerging Markets ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $1.13B sold.

Based on aggregated 13F filings for Q3 2023.