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iShares Emerging Markets Equity Factor ETF
EMGF

53 hedge funds and large institutions have $377M invested in iShares Emerging Markets Equity Factor ETF in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 14

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

12% more capital invested

Capital invested by funds: $338M → $377M (+$39.2M)

9.76% less ownership

Funds ownership: 101.07% → 91.3% (-9.8%)

16% less funds holding

Funds holding: 63 → 53 (-10)

54% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 13

Holders
53
Holders Change
-10
Holders Change %
-15.87%
% of All Funds
1.15%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
6
Increased
23
Reduced
14
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$16.2M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$8.52M
3
IWC
Integrated Wealth Concepts
Massachusetts
+$7.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.65M
5
SCP
Syntal Capital Partners
Texas
+$2.31M

Top Sellers

1
SHIM
Stone House Investment Management
Pennsylvania
-$3.13M
2
UBS Group
UBS Group
Switzerland
-$1.65M
3
C
Clearshares
New York
-$963K
4
BTS
BB&T Securities
Virginia
-$758K
5
OGC
Oak Grove Capital
New Hampshire
-$643K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
51
Capital Investment Advisory Services
North Carolina
$9K +$8.56K +205 New
CWA
52
Clarus Wealth Advisors
Arizona
$7K +$6.72K +161 New
WCG
53
Weaver Consulting Group
California
$5K – – –
C
54
Clearshares
New York
– -$963K -22,534 Closed
OGC
55
Oak Grove Capital
New Hampshire
– -$643K -15,050 Closed
RJA
56
Raymond James & Associates
Florida
– -$415K -9,718 Closed
COI
57
Capital One Investing
Virginia
– -$410K -9,601 Closed
JMPWA
58
JP Morgan Private Wealth Advisors
California
– -$398K -9,314 Closed
GIM
59
Goelzer Investment Management
Indiana
– -$366K -8,569 Closed
RCG
60
Ruggie Capital Group
Florida
– -$248K -5,795 Closed
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
– -$76K -1,769 Closed
CA
62
Cetera Advisors
Colorado
– -$75K -1,755 Closed
WCM
63
WealthBridge Capital Management
Ohio
– -$41K -990 Closed
William Blair & Company
64
William Blair & Company
Illinois
– -$21K -485 Closed
CFN
65
Cordasco Financial Network
Florida
– -$7K -160 Closed
FGAM
66
Financial Gravity Asset Management
Texas
– -$209 -5 -56%
1 2
3

EMGF Hedge Fund Activity: Q2 2019 in Review

53 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Emerging Markets Equity Factor ETF (EMGF) for Q2 2019, worth a combined $377M — up 12% from $338M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of EMGF and 6 opened new positions — a net loss of 7 holders — while 14 trimmed existing stakes and 23 added.

The largest buyer was Wells Fargo, adding an estimated $16.2M. The largest seller was Stone House Investment Management, cutting an estimated $3.13M.

  • 53 institutional investors held iShares Emerging Markets Equity Factor ETF (EMGF) as of Q2 2019, down from 63 in Q1 2019.
  • Funds reported $377M of iShares Emerging Markets Equity Factor ETF stock for Q2 2019, up 12% quarter-over-quarter.
  • 6 funds opened new iShares Emerging Markets Equity Factor ETF positions in Q2 2019 and 13 closed out, a net change of -7 holders.
  • The largest iShares Emerging Markets Equity Factor ETF buyer in Q2 2019 was Wells Fargo, an estimated $16.2M added.
  • The largest iShares Emerging Markets Equity Factor ETF seller in Q2 2019 was Stone House Investment Management, an estimated $3.13M sold.

Based on aggregated 13F filings for Q2 2019.