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iShares Emerging Markets Equity Factor ETF

70 hedge funds and large institutions have $682M invested in iShares Emerging Markets Equity Factor ETF in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 33 increasing their positions, 16 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 16

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

8% less funds holding

Funds holding: 7670 (-6)

8.75% less ownership

Funds ownership: 101.65%92.91% (-8.7%)

12% less capital invested

Capital invested by funds: $779M → $682M (-$97.3M)

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

Holders
70
Holders Change
-6
Holders Change %
-7.89%
% of All Funds
1.23%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
7
Increased
33
Reduced
16
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$1.88M -$55K -1,044 -3%
OMC
27
Old Mission Capital
Illinois
$1.19M +$386K +7,322 +46%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$1.18M -$456K -8,650 -28%
Jane Street
29
Jane Street
New York
$1.14M +$1.17M +22,129 New
WT
30
Washington Trust
Rhode Island
$1.1M +$1.12M +21,314 New
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$1.09M
OFG
32
OmniStar Financial Group
North Carolina
$891K -$138K -2,617 -13%
Osaic Holdings
33
Osaic Holdings
Arizona
$874K -$77.9K -1,479 -8%
RIA
34
Regal Investment Advisors
Michigan
$818K +$244K +4,634 +41%
Citadel Advisors
35
Citadel Advisors
Florida
$684K +$698K +13,251 New
SC
36
Scotia Capital
Ontario, Canada
$676K -$7.32K -139 -1%
5L
37
55I LLC
Massachusetts
$637K -$26.1K -496 -4%
Ameriprise
38
Ameriprise
Minnesota
$563K +$174K +3,304 +43%
CBFP
39
Cedar Brook Financial Partners
Ohio
$562K +$75.9K +1,441 +15%
CA
40
Cetera Advisors
Colorado
$524K +$55.6K +1,055 +12%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$488K
DWP
42
Destiny Wealth Partners
Florida
$447K -$8.16K -155 -2%
SFC
43
SYM Financial Corp
Indiana
$363K
WFAG
44
Wescott Financial Advisory Group
Pennsylvania
$320K +$2.9K +55 +0.9%
QAM
45
QCI Asset Management
New York
$268K
HCC
46
Hirtle Callaghan & Co
Pennsylvania
$267K +$273K +5,179 New
PAG
47
Private Advisor Group
New Jersey
$245K
FCFC
48
First Citizens Financial Corp
Iowa
$244K +$14.4K +274 +6%
OIA
49
OneDigital Investment Advisors
Kansas
$233K
SPIA
50
Steward Partners Investment Advisory
New York
$232K +$44.6K +846 +23%

EMGF Hedge Fund Activity: Q3 2021 in Review

70 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Emerging Markets Equity Factor ETF (EMGF) for Q3 2021, worth a combined $682M — down 12% from $779M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of EMGF and 7 opened new positions — a net loss of 5 holders — while 16 trimmed existing stakes and 33 added.

The largest buyer was Mercer Global Advisors, adding an estimated $23.5M. The largest seller was Keebeck Wealth Management, exiting entirely with an estimated $6.09M sold.

  • 70 institutional investors held iShares Emerging Markets Equity Factor ETF (EMGF) as of Q3 2021, down from 76 in Q2 2021.
  • Funds reported $682M of iShares Emerging Markets Equity Factor ETF stock for Q3 2021, down 12% quarter-over-quarter.
  • 7 funds opened new iShares Emerging Markets Equity Factor ETF positions in Q3 2021 and 12 closed out, a net change of -5 holders.
  • The largest iShares Emerging Markets Equity Factor ETF buyer in Q3 2021 was Mercer Global Advisors, an estimated $23.5M added.
  • The largest iShares Emerging Markets Equity Factor ETF seller in Q3 2021 was Keebeck Wealth Management, an estimated $6.09M sold.

Based on aggregated 13F filings for Q3 2021.