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iShares Emerging Markets Equity Factor ETF

136 hedge funds and large institutions have $534M invested in iShares Emerging Markets Equity Factor ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 36 increasing their positions, 63 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

9% more funds holding

Funds holding: 125136 (+11)

3.75% more ownership

Funds ownership: 91.45%95.2% (+3.8%)

0% less capital invested

Capital invested by funds: $535M → $534M (-$741K)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

43% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 63

Holders
136
Holders Change
+11
Holders Change %
+8.8%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
24
Increased
36
Reduced
63
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCC
51
Hirtle Callaghan & Co
Pennsylvania
$1.09M -$64.1K -1,539 -6%
QWP
52
Quotient Wealth Partners
Texas
$1.05M +$1.02M +24,502 New
KAS
53
Kestra Advisory Services
Texas
$983K -$37.7K -904 -4%
EFG
54
Ehrlich Financial Group
California
$953K +$926K +22,226 New
WA
55
Wealth Alliance
New York
$938K -$336K -8,062 -27%
RF
56
RHS Financial
California
$895K -$201K -4,811 -19%
CBFP
57
Cedar Brook Financial Partners
Ohio
$872K +$14.4K +345 +2%
Jane Street
58
Jane Street
New York
$866K -$8.27M -198,511 -91%
WN
59
Williams & Novak
California
$813K +$791K +18,968 New
ACA
60
Affinity Capital Advisors
California
$808K -$44.4K -1,065 -5%
CWS
61
Cypress Wealth Services
California
$799K +$67.7K +1,624 +10%
SWP
62
Stratos Wealth Partners
Ohio
$738K +$26.3K +630 +4%
HCA
63
Heck Capital Advisors
Wisconsin
$723K -$9.38M -225,083 -93%
MFA
64
Mayflower Financial Advisors
Massachusetts
$651K +$73.1K +1,754 +13%
US Bancorp
65
US Bancorp
Minnesota
$602K -$27.1K -651 -4%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$583K +$434K +10,403 +324%
BFG
67
Beacon Financial Group
Texas
$556K +$541K +12,979 New
TPI
68
Trust Point Inc
Wisconsin
$518K +$504K +12,084 New
WFAG
69
Wescott Financial Advisory Group
Pennsylvania
$478K -$191K -4,587 -29%
FCFC
70
First Citizens Financial Corp
Iowa
$468K -$10.2K -245 -2%
MFG
71
Merit Financial Group
Georgia
$457K -$35K -839 -7%
CA
72
Cetera Advisors
Colorado
$414K +$9.38K +225 +2%
RIA
73
Regal Investment Advisors
Michigan
$379K -$5.96K -143 -2%
SCM
74
Sheridan Capital Management
California
$367K +$357K +8,566 New
BCM
75
Bourgeon Capital Management
Connecticut
$357K +$12.3K +295 +4%

EMGF Hedge Fund Activity: Q4 2023 in Review

136 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Emerging Markets Equity Factor ETF (EMGF) for Q4 2023, worth a combined $534M — down 0.14% from $535M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new EMGF positions and 12 closed out — a net gain of 12 holders — while 36 added to existing stakes and 63 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $27.1M. The largest seller was Meridian Management, cutting an estimated $18M.

  • 136 institutional investors held iShares Emerging Markets Equity Factor ETF (EMGF) as of Q4 2023, up from 125 in Q3 2023.
  • Funds reported $534M of iShares Emerging Markets Equity Factor ETF stock for Q4 2023, down 0.14% quarter-over-quarter.
  • 24 funds opened new iShares Emerging Markets Equity Factor ETF positions in Q4 2023 and 12 closed out, a net change of +12 holders.
  • The largest iShares Emerging Markets Equity Factor ETF buyer in Q4 2023 was Morgan Stanley, an estimated $27.1M added.
  • The largest iShares Emerging Markets Equity Factor ETF seller in Q4 2023 was Meridian Management, an estimated $18M sold.

Based on aggregated 13F filings for Q4 2023.