We are live on ! Find out more
EMGF icon

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
CAL
51
Capital Advisors Ltd
Ohio
$101K -$100K -2,474 -49%
IA
52
IFP Advisors
Florida
$51K +$11.5K +285 +28%
SWP
53
Strategic Wealth Partners
Ohio
$49K – – –
FGC
54
Financial Gravity Companies
Texas
$46K +$43.5K +1,076 New
JP Morgan Chase
55
JP Morgan Chase
New York
$40K +$41.8K +1,035 New
WCM
56
WealthBridge Capital Management
Ohio
$38K +$40K +990 New
CC
57
Claybrook Capital
Massachusetts
$38K +$40.1K +993 New
WDL
58
Well Done LLC
Michigan
$38K +$40.1K +993 New
GWM
59
Geneos Wealth Management
Colorado
$28K – – –
NFG
60
Next Financial Group
Texas
$19K – – –
William Blair & Company
61
William Blair & Company
Illinois
$19K – – –
AIC
62
Ameritas Investment Company
Nebraska
$16K +$16.5K +409 New
TFS
63
TrustCore Financial Services
Tennessee
$14K – – –
CFN
64
Cordasco Financial Network
Florida
$6K +$6.47K +160 New
BlackRock
65
BlackRock
New York
$3K -$768 -19 -23%
KPW
66
Kore Private Wealth
New York
$3K +$2.79K +69 New
SIAG
67
Signet Investment Advisory Group
Rhode Island
$1K +$1.62K +40 New
RI
68
RPTC Inc
Wyoming
– -$5.5M -127,179 Closed
FHC
69
First Heartland Consultants
Missouri
– -$637K -14,725 Closed
SWP
70
Stratos Wealth Partners
Ohio
– -$264K -6,107 Closed
DP
71
Denver PWM
Colorado
– -$209K -5,081 Closed
CAC
72
Certified Advisory Corp
Florida
– -$9K -206 Closed
TRCT
73
Tower Research Capital (TRC)
New York
– -$4K -100 Closed
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.