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iShares Emerging Markets Equity Factor ETF
EMGF

123 hedge funds and large institutions have $981M invested in iShares Emerging Markets Equity Factor ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 50 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 9

150% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 20

24% more funds holding

Funds holding: 99 → 123 (+24)

12% more capital invested

Capital invested by funds: $878M → $981M (+$103M)

6.88% less ownership

Funds ownership: 115.57% → 108.7% (-6.9%)

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

Holders
123
Holders Change
+24
Holders Change %
+24.24%
% of All Funds
1.96%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
35
Increased
50
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$41.8M
2
JP Morgan Chase
JP Morgan Chase
New York
+$38.1M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$26.8M
4
IWC
Integrated Wealth Concepts
Massachusetts
+$15.6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13.9M

Top Sellers

1
ACM
Armbruster Capital Management
New York
-$11.2M
2
EMPI
Elo Mutual Pension Insurance
Finland
-$3.48M
3
PAS
Park Avenue Securities
New York
-$1.94M
4
MML Investors Services
MML Investors Services
Massachusetts
-$978K
5
SWP
Stratos Wealth Partners
Ohio
-$930K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
26
Callan Family Office
Pennsylvania
$4.12M +$298K +7,105 +8%
EH
27
Equitable Holdings
New York
$4.12M -$36.4K -866 -0.9%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$3.91M +$3.67M +87,465 +1,297%
DAS
29
Dynamic Advisor Solutions
Arizona
$3.76M +$2.06M +49,081 +119%
LPL Financial
30
LPL Financial
California
$3.42M +$1.99M +47,449 +136%
UBS Group
31
UBS Group
Switzerland
$3.09M +$111K +2,634 +4%
AWA
32
ARQ Wealth Advisors
Arizona
$2.7M +$78K +1,858 +3%
KCM
33
KM Capital Management
Texas
$2.64M +$1.88M +44,669 +235%
KWM
34
Keebeck Wealth Management
Illinois
$2.61M +$2.63M +62,745 New
CJFS
35
Coulter & Justus Financial Services
Tennessee
$2.59M +$1.28M +30,464 +95%
RF
36
RHS Financial
California
$2.29M -$513K -12,218 -18%
HighTower Advisors
37
HighTower Advisors
Illinois
$2.2M +$87.7K +2,089 +4%
WA
38
Wealth Alliance
New York
$2.05M +$2.07M +49,302 New
MOS
39
MGO One Seven
Ohio
$1.93M +$1.95M +46,424 New
T
40
TCWP
Ohio
$1.92M +$1.94M +46,259 New
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$1.8M +$1M +23,893 +123%
OMC
42
Old Mission Capital
Illinois
$1.75M +$1.36M +32,383 +329%
OWA
43
One Wealth Advisors
California
$1.59M +$1.6M +38,194 New
Osaic Holdings
44
Osaic Holdings
Arizona
$1.58M +$256K +6,093 +19%
RSWM
45
Robertson Stephens Wealth Management
California
$1.52M +$1.54M +36,699 New
MFA
46
Mayflower Financial Advisors
Massachusetts
$1.5M +$1.52M +36,180 New
HPM
47
Hoxton Planning & Management
West Virginia
$1.31M +$1.33M +31,554 New
HCC
48
Hirtle Callaghan & Co
Pennsylvania
$1.21M -$267K -6,350 -18%
CWS
49
Cypress Wealth Services
California
$1.08M +$1.09M +25,973 New
PA
50
PFG Advisors
Arizona
$1.04M +$1.05M +24,960 New
1
2
3 4 5

EMGF Hedge Fund Activity: Q1 2023 in Review

123 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Emerging Markets Equity Factor ETF (EMGF) for Q1 2023, worth a combined $981M — up 12% from $878M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new EMGF positions and 9 closed out — a net gain of 26 holders — while 50 added to existing stakes and 20 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $41.8M. The largest seller was Armbruster Capital Management, cutting an estimated $11.2M.

  • 123 institutional investors held iShares Emerging Markets Equity Factor ETF (EMGF) as of Q1 2023, up from 99 in Q4 2022.
  • Funds reported $981M of iShares Emerging Markets Equity Factor ETF stock for Q1 2023, up 12% quarter-over-quarter.
  • 35 funds opened new iShares Emerging Markets Equity Factor ETF positions in Q1 2023 and 9 closed out, a net change of +26 holders.
  • The largest iShares Emerging Markets Equity Factor ETF buyer in Q1 2023 was Carson Wealth (CWM LLC), an estimated $41.8M added.
  • The largest iShares Emerging Markets Equity Factor ETF seller in Q1 2023 was Armbruster Capital Management, an estimated $11.2M sold.

Based on aggregated 13F filings for Q1 2023.