iShares Emerging Markets Equity Factor ETF
EMGF
35 hedge funds and large institutions have $125M invested in iShares Emerging Markets Equity Factor ETF in 2018 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 1 reducing their positions, and 0 closing their positions.
1,800% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 1
147% more capital invested
Capital invested by funds: $50.5M → $125M (+$74.3M)
40% more funds holding
Funds holding: 25 → 35 (+10)
8.98% more ownership
Funds ownership: 46.36% → 55.34% (+9%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$17.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$8.75M |
| 3 |
Jane Street
New York
|
+$7.11M |
| 4 |
WF
WealthTrust Fairport
Cleveland,
Ohio
|
+$6.95M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$6.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Strategic Wealth Partners
Independence,
Ohio
|
-$926 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAL
26
Capital Advisors Ltd
Shaker Heights,
Ohio
| $228K | +$218K | +4,236 | +2,046% |
|
|
SWP
27
Stratos Wealth Partners
Beachwood,
Ohio
| $216K | +$33.6K | +654 | +18% |
|
|
LTFS
28
Ladenburg Thalmann Financial Services
Miami,
Florida
| $115K | +$65.8K | +1,280 | +134% |
|
|
MWM
29
Mascoma Wealth Management
Hanover,
New Hampshire
| $95K | +$4.63K | +90 | +5% |
|
|
SWP
30
Strategic Wealth Partners
Independence,
Ohio
| $73K | -$926 | -18 | -1% |
|
|
GWM
31
Geneos Wealth Management
Englewood,
Colorado
| $35K | – | – | – |
|
|
CCA
32
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| $31K | +$30.9K | +600 | New |
|
|
TFS
33
TrustCore Financial Services
Brentwood,
Tennessee
| $18K | – | – | – |
|
34
BlackRock
New York
| $6K | +$309 | +6 | +5% |
|
EMGF Hedge Fund Activity: Q1 2018 in Review
35 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares Emerging Markets Equity Factor ETF (EMGF) for Q1 2018, worth a combined $125M — up 147% from $50.5M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new EMGF positions and 0 closed out — a net gain of 11 holders — while 19 added to existing stakes and 1 trimmed.
The largest buyer was JP Morgan Private Wealth Advisors, opening a new position worth an estimated $17.9M. The largest seller was Strategic Wealth Partners, cutting an estimated $926.
- 35 institutional investors held iShares Emerging Markets Equity Factor ETF (EMGF) as of Q1 2018, up from 25 in Q4 2017.
- Funds reported $125M of iShares Emerging Markets Equity Factor ETF stock for Q1 2018, up 147% quarter-over-quarter.
- 11 funds opened new iShares Emerging Markets Equity Factor ETF positions in Q1 2018 and 0 closed out, a net change of +11 holders.
- The largest iShares Emerging Markets Equity Factor ETF buyer in Q1 2018 was JP Morgan Private Wealth Advisors, an estimated $17.9M added.
- The largest iShares Emerging Markets Equity Factor ETF seller in Q1 2018 was Strategic Wealth Partners, an estimated $926 sold.
Based on aggregated 13F filings for Q1 2018.