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iShares Emerging Markets Equity Factor ETF
EMGF

76 hedge funds and large institutions have $779M invested in iShares Emerging Markets Equity Factor ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 16

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

6% more capital invested

Capital invested by funds: $737M → $779M (+$41.8M)

6% more funds holding

Funds holding: 72 → 76 (+4)

0.06% less ownership

Funds ownership: 101.71% → 101.65% (-0.06%)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
76
Holders Change
+4
Holders Change %
+5.56%
% of All Funds
1.32%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
13
Increased
33
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$7.75M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.19M
3
MM
Meridian Management
Arkansas
+$5.69M
4
PFM
Phillips Financial Management
Indiana
+$2.54M
5
Wells Fargo
Wells Fargo
California
+$2.19M

Top Sellers

1
IWC
Integrated Wealth Concepts
Massachusetts
-$5.05M
2
OMC
Old Mission Capital
Illinois
-$4.84M
3
Jane Street
Jane Street
New York
-$4.5M
4
MA
MUFG Americas
New York
-$1.59M
5
KWM
Keebeck Wealth Management
Illinois
-$1.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
51
OneDigital Investment Advisors
Kansas
$245K – – –
CG
52
Colony Group
Massachusetts
$242K – – –
FCFC
53
First Citizens Financial Corp
Iowa
$241K +$238K +4,450 New
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$220K -$8.83K -165 -4%
OPS
55
Orion Portfolio Solutions
Nebraska
$214K +$211K +3,941 New
MML Investors Services
56
MML Investors Services
Massachusetts
$207K -$293K -5,480 -59%
FIM
57
Freedom Investment Management
Connecticut
$207K +$204K +3,816 New
SPIA
58
Steward Partners Investment Advisory
New York
$198K +$97.9K +1,830 +100%
ADL
59
Asset Dedication LLC
California
$156K -$18.4K -343 -11%
CAL
60
Capital Advisors Ltd
Ohio
$111K +$107 +2 +0.1%
TI
61
tru Independence
Oregon
$103K +$102K +1,901 New
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$101K +$13.2K +247 +15%
APC
63
Aspire Private Capital
North Carolina
$89K +$12.8K +240 +17%
JP Morgan Chase
64
JP Morgan Chase
New York
$56K – – –
HI
65
Harbour Investments
Wisconsin
$50K – – –
AF
66
Allworth Financial
California
$42K – – –
GWM
67
Geneos Wealth Management
Colorado
$26K – – –
ASN
68
Advisory Services Network
Georgia
$9K -$1.11M -20,804 -99%
PCG
69
Private Capital Group
Connecticut
$8K +$7.81K +146 New
CCP
70
Clarkston Capital Partners
Michigan
$6K – – –
RPCA
71
Running Point Capital Advisors
California
$6K – – –
PFA
72
Professional Financial Advisors
Nebraska
$6K +$54 +1 +1%
FHA
73
First Horizon Advisors
Tennessee
$4K – – –
PA
74
Parallel Advisors
California
$4K +$4.01K +75 New
Barclays
75
Barclays
United Kingdom
$1K +$642 +12 New
1 2
3
4

EMGF Hedge Fund Activity: Q2 2021 in Review

76 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Emerging Markets Equity Factor ETF (EMGF) for Q2 2021, worth a combined $779M — up 5.7% from $737M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new EMGF positions and 9 closed out — a net gain of 4 holders — while 33 added to existing stakes and 16 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $7.75M. The largest seller was Integrated Wealth Concepts, cutting an estimated $5.05M.

  • 76 institutional investors held iShares Emerging Markets Equity Factor ETF (EMGF) as of Q2 2021, up from 72 in Q1 2021.
  • Funds reported $779M of iShares Emerging Markets Equity Factor ETF stock for Q2 2021, up 5.7% quarter-over-quarter.
  • 13 funds opened new iShares Emerging Markets Equity Factor ETF positions in Q2 2021 and 9 closed out, a net change of +4 holders.
  • The largest iShares Emerging Markets Equity Factor ETF buyer in Q2 2021 was Mercer Global Advisors, an estimated $7.75M added.
  • The largest iShares Emerging Markets Equity Factor ETF seller in Q2 2021 was Integrated Wealth Concepts, an estimated $5.05M sold.

Based on aggregated 13F filings for Q2 2021.