iShares MSCI Emr MRK Ex ChnaEMXCETF

13F holders, Q3 2024 (September 30)
858holders +38
92new positions
55sold out
6famous investors
$61.10avg. 13F price*

At the end of Q3 2024, 858 institutions reported holding iShares MSCI Emr MRK Ex Chna (EMXC) in their 13F filings, up 38 from Q2 2024. 92 opened new positions and 55 sold out. The largest holders were Envestnet Asset Management Inc. ($1.7B), Bank of America Corp. ($1.2B) and Bank of New York Mellon Corp ($611.5M). 6 famous investors held it, including George Soros (1.1% of Soros Fund Management's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

Company
iShares MSCI Emr MRK Ex Chna
CUSIP
46434G764
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 755Q1 2024Q2 2024: 820Q2 2024Q3 2024: 858Q3 2024Q4 2024: 914Q4 2024Q1 2025: 872Q1 2025Q2 2025: 832Q2 2025Q3 2025: 794Q3 2025Q4 2025: 876Q4 2025Q1 2026: 935Q1 2026Q2 2026: 1,025Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions92$271.5M
Exits55$310.7M

All 13F filers, Q2 2024 → Q3 2024: 44,366,687 shares bought and 12,801,083 shares sold, net +31,565,604 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 858 holders

Envestnet Asset Management Inc. 0.54% Add +35.7% 27,253,947 $1.7B
Bank of America Corp. 0.11% Add +21.8% 19,947,917 $1.2B
Bank of New York Mellon Corp 0.11% Add +6.9% 10,006,851 $611.5M
JPMorgan Chase & Co. 0.04% Reduce -11.1% 8,524,083 $520.9M
LPL Financial LLC 0.22% Add +29.9% 8,034,635 $491.0M
Morgan Stanley 0.04% Add +16.8% 7,983,647 $487.9M
Northern Trust Corp. 0.08% Add +6.8% 7,578,529 $463.1M
Richard Bernstein Advisors LLC 9.91% Add +55.1% 7,561,128 $462.1M
Ameriprise Financial Inc. 0.12% Add +18.9% 7,474,885 $457.5M
Jane Street Group, LLC 0.66% Add +131.7% 6,639,689 $405.8M
Partners Capital Investment Group, LLP 6.38% Reduce -26.1% 6,530,686 $399.1M
Northwestern Mutual Wealth Management Co. 0.24% Add +15.2% 4,470,947 $273.2M
BlackRock, Inc. 0.00% — 3,808,433 $232.7M
Envestnet Portfolio Solutions, Inc. 0.74% Add +40.3% 3,735,192 $228.3M
Cwm, LLC 0.72% Add +19.5% 2,727,097 $166.7M
Temasek Holdings (Private) Ltd 0.64% Add +88.9% 2,600,600 $158.9M
US Bancorp \de 0.20% Add +14.1% 2,580,376 $157.7M
Citigroup Inc. 0.14% Reduce -11.5% 2,529,539 $154.6M
Park Avenue Securities LLC 1.73% Add +30.8% 2,517,017 $153.8M
UBS Group AG 0.04% Add +6.9% 2,393,727 $146.3M
Wells Fargo & Company 0.03% Reduce -8.5% 2,234,905 $136.6M
Cullen/Frost Bankers, Inc. 1.77% Add +19.1% 2,118,830 $129.5M
MML Investors Services, LLC 0.46% Add +32.0% 2,043,491 $124.9M
Janney Montgomery Scott LLC 0.29% Add +31.4% 1,696,051 $103.6M
Cetera Investment Advisers 0.22% Add +29.8% 1,638,677 $100.1M
Stifel Financial Corp. 0.10% Add +11.8% 1,628,178 $99.5M
CENTRAL TRUST Co 2.31% Add +3.6% 1,614,916 $98.7M
Valmark Advisers, Inc. 1.52% Add +2.1% 1,585,848 $96.9M
Tiaa Trust, National Association 0.28% Add +0.9% 1,516,273 $92.7M
Composition Wealth, LLC 2.08% Add +2.6% 1,470,951 $89.9M
Russell Investments Group, Ltd. 0.12% Add +0.9% 1,366,258 $83.5M
Thrivent Financial for Lutherans 0.15% Add +18.1% 1,307,252 $79.9M
OneDigital Investment Advisors LLC 0.89% Add +25.5% 1,277,756 $78.1M
HighTower Advisors, LLC 0.11% Add +2.1% 1,248,903 $76.2M
Commonwealth Equity Services, LLC 0.11% Add +21.7% 1,232,695 $75.3M
Sanctuary Advisors, LLC 0.48% Add +28.6% 1,290,473 $75.2M
Raymond James Financial Services Advisors, Inc. 0.10% Add +0.5% 1,216,491 $74.3M
Old Mission Capital LLC 1.56% Add +107.4% 1,165,231 $71.2M
United Services Automobile Association 1.81% Add +3.0% 1,162,072 $71.0M
Victory Capital Management Inc. 0.07% Add +3.0% 1,162,072 $71.0M
Avidian Wealth Enterprises, LLC 2.91% Add +4.7% 1,047,741 $64.0M
Advocacy Wealth Management, LLC 4.68% Add +8.2% 975,687 $59.6M
Mariner, LLC 0.09% Add +8.3% 875,027 $53.5M
Flow Traders U.S. LLC 2.69% New 867,076 $53.0M
McKinley Carter Wealth Services, Inc. 3.20% Reduce -9.7% 866,788 $53.0M
Royal Bank of Canada 0.01% Add +22.5% 840,050 $51.3M
Citadel Advisors 0.05% Add +2127.7% 802,558 $49.0M
Permanens Capital L.P. 9.61% Reduce -54.3% 774,125 $47.3M
JB Capital LLC 2.69% Add +43.3% 767,012 $46.9M
1ST Source Bank 2.50% Reduce -3.1% 724,201 $44.3M
Creative Planning 0.04% Reduce -7.1% 717,339 $43.8M
NewEdge Advisors, LLC 0.28% Add +50.6% 715,442 $43.7M
State of Wisconsin Investment Board 0.11% No change 713,242 $43.6M
Evoke Wealth, LLC 1.17% New 702,501 $42.9M
United Bank 4.92% Add +4.0% 692,196 $42.3M
United Capital Financial Advisors, LLC 0.34% Add +39.3% 671,258 $41.0M
RiverFront Investment Group, LLC 0.96% Add +8.6% 668,661 $40.9M
Soros Fund Management 1.11% No change 642,500 $39.3M
Eastern Bank 0.69% New 631,340 $38.6M
Osaic Holdings, Inc. 0.08% Add +11.5% 607,929 $37.2M
PNC Financial Services Group, Inc. 0.02% Add +8.5% 604,695 $37.0M
Foundations Investment Advisors, LLC 0.77% Add +37.5% 598,711 $36.6M
Raymond James & Associates 0.02% Add +0.8% 585,048 $35.8M
Baird Financial Group, Inc. 0.07% Reduce -3.3% 567,889 $34.7M
Harbour Investments, Inc. 0.99% Add +5.2% 540,290 $33.0M
Crestwood Advisors Group, LLC 0.62% Add +1.4% 534,293 $32.7M
Aprio Wealth Management, LLC 5.15% Reduce -11.8% 527,219 $32.2M
Federation des caisses Desjardins du Quebec 0.16% Reduce -7.7% 517,320 $31.6M
Oppenheimer Asset Management Inc. 0.36% Reduce -1.6% 495,902 $30.3M
W1M Asset Management Ltd 2.31% Add +6.7% 476,860 $29.1M
Prudential PLC 0.15% Add +737.0% 474,500 $29.0M
Focus Partners Wealth 0.09% Add +92.6% 469,951 $28.7M
Anderson Hoagland & Co. 2.88% Add +10.3% 469,745 $28.3M
AE Wealth Management LLC 0.26% Add +13.8% 460,111 $28.1M
Captrust Financial Advisors 0.08% Add +5.9% 426,760 $26.1M
CKW Financial Group 3.10% Add +0.3% 422,459 $25.6M
New Harbor Financial Group, LLC 7.16% Add +3.9% 407,157 $24.9M
Curi Capital, LLC 0.56% Reduce -0.6% 402,656 $24.6M
Sentinel Trust Co. Lba 2.74% No change 393,100 $24.0M
Hancock Whitney Corp. 0.75% Reduce -13.1% 380,986 $23.3M
Atria Investments, Inc 0.28% Add +17.3% 373,807 $22.8M
Scarborough Advisors, LLC 3.64% Add +55.5% 368,913 $22.5M
Professional Advisory Services Inc. 2.65% Reduce -1.1% 360,092 $22.0M
Artemis Wealth Advisors, LLC 3.38% Add +0.2% 352,042 $21.5M
Central Bank & Trust Co. 2.96% Reduce -3.9% 351,034 $21.5M
Austin Private Wealth, LLC 2.09% Add +56.6% 347,044 $21.2M
Goldman Sachs Group Inc. 0.00% Add +49.5% 345,869 $21.1M
Syon Capital LLC 1.87% New 345,844 $21.1M
Strategic Investment Management, LLC 21.37% Add +2.8% 333,370 $20.4M
Atria Wealth Solutions, Inc. 0.22% Add +39.1% 330,691 $20.2M
CreativeOne Wealth, LLC 0.68% Add +51.5% 329,522 $20.1M
Cambridge Investment Research Advisors, Inc. 0.07% Add +36.7% 322,383 $19.7M
Marietta Wealth Management, LLC 2.84% Add +2.0% 319,600 $19.5M
Integrated Wealth Concepts LLC 0.24% Add +15.9% 318,986 $19.5M
GYL Financial Synergies, LLC 1.44% Add +1.2% 312,642 $19.1M
Agf Management Ltd. 0.09% Add +5.3% 304,227 $18.6M
Schroder Investment Management Group 0.02% Add +19.6% 294,935 $18.4M
Icon Wealth Advisors, LLC 1.53% Add +26.9% 300,889 $18.4M
Tradition Wealth Management, LLC 1.58% Add +7.4% 290,013 $17.7M
Alera Investment Advisors, LLC 2.01% Add +27.3% 280,535 $17.1M

"% of holder's portfolio" is EMXC's weight in each manager's 13F, not the share of iShares MSCI Emr MRK Ex Chna the manager owns.

Show all 858 holders