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iShares Emerging Markets Equity Factor ETF
EMGF

67 hedge funds and large institutions have $184M invested in iShares Emerging Markets Equity Factor ETF in 2018 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 16 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 6

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

31% more funds holding

Funds holding: 51 → 67 (+16)

23% more capital invested

Capital invested by funds: $150M → $184M (+$34.7M)

10.53% more ownership

Funds ownership: 56.89% → 67.42% (+11%)

20% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 20

Holders
67
Holders Change
+16
Holders Change %
+31.37%
% of All Funds
1.49%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
23
Increased
16
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
Strategic Financial Services
New York
+$22.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$16.6M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$10.5M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$8.97M
5
HCA
Heck Capital Advisors
Wisconsin
+$3.36M

Top Sellers

1
RI
RPTC Inc
Wyoming
-$5.5M
2
Bank of America
Bank of America
North Carolina
-$4.75M
3
Citadel Advisors
Citadel Advisors
Florida
-$3.35M
4
OA
Opes Advisors
California
-$3.01M
5
WF
WealthTrust Fairport
Ohio
-$2.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$925K +$173K +4,291 +22%
C
27
Clearshares
New York
$884K – – –
BCA
28
Biltmore Capital Advisors
New Jersey
$884K +$1.45M +35,982 New
PWMG
29
Prestige Wealth Management Group
New Jersey
$808K +$844K +20,874 New
MML Investors Services
30
MML Investors Services
Massachusetts
$653K +$231K +5,706 +51%
OGC
31
Oak Grove Capital
New Hampshire
$583K – – –
OMC
32
Old Mission Capital
Illinois
$495K +$76.9K +1,903 +17%
RJA
33
Raymond James & Associates
Florida
$464K -$665K -16,456 -58%
FTUS
34
Flow Traders U.S.
New York
$458K +$478K +11,834 New
CG
35
Colony Group
Massachusetts
$426K +$445K +11,011 New
Brown Advisory
36
Brown Advisory
Maryland
$409K – – –
CWM
37
Cornerstone Wealth Management
Missouri
$377K -$256K -6,329 -39%
BIA
38
Bigelow Investment Advisors
Maine
$351K -$37.2K -920 -9%
SC
39
Scotia Capital
Ontario, Canada
$346K -$208K -5,153 -37%
AA
40
Ancora Advisors
Ohio
$320K -$241K -5,961 -42%
Citadel Advisors
41
Citadel Advisors
Florida
$303K -$3.35M -82,845 -91%
CPO
42
Cerity Partners OCIO
New York
$271K +$283K +7,010 New
LPL Financial
43
LPL Financial
California
$249K -$226K -5,599 -47%
MFW
44
Mosaic Family Wealth
Missouri
$241K -$9.9K -245 -4%
BWCS
45
Beirne Wealth Consulting Services
Connecticut
$238K +$248K +6,133 New
IWC
46
Integrated Wealth Concepts
Massachusetts
$214K +$223K +5,514 New
COI
47
Capital One Investing
Virginia
$212K +$222K +5,482 New
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$121K +$3.72K +92 +3%
AG
49
Advisor Group
Arizona
$110K +$37.3K +924 +48%
AIA
50
Alera Investment Advisors
Illinois
$102K +$107K +2,638 New
1
2
3

EMGF Hedge Fund Activity: Q4 2018 in Review

67 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Emerging Markets Equity Factor ETF (EMGF) for Q4 2018, worth a combined $184M — up 23% from $150M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new EMGF positions and 6 closed out — a net gain of 17 holders — while 16 added to existing stakes and 20 trimmed.

The largest buyer was Strategic Financial Services, opening a new position worth an estimated $22.2M. The largest seller was RPTC Inc, exiting entirely with an estimated $5.5M sold.

  • 67 institutional investors held iShares Emerging Markets Equity Factor ETF (EMGF) as of Q4 2018, up from 51 in Q3 2018.
  • Funds reported $184M of iShares Emerging Markets Equity Factor ETF stock for Q4 2018, up 23% quarter-over-quarter.
  • 23 funds opened new iShares Emerging Markets Equity Factor ETF positions in Q4 2018 and 6 closed out, a net change of +17 holders.
  • The largest iShares Emerging Markets Equity Factor ETF buyer in Q4 2018 was Strategic Financial Services, an estimated $22.2M added.
  • The largest iShares Emerging Markets Equity Factor ETF seller in Q4 2018 was RPTC Inc, an estimated $5.5M sold.

Based on aggregated 13F filings for Q4 2018.