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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
PAG
76
Private Advisor Group
New Jersey
$346K -$44.8K -1,076 -12%
TCA
77
Transcend Capital Advisors
New Jersey
$326K -$19.3K -464 -6%
HPM
78
Hoxton Planning & Management
West Virginia
$326K -$185K -4,441 -37%
RJFSA
79
Raymond James Financial Services Advisors
Florida
$310K -$5.71K -137 -2%
HGWM
80
Horst & Graben Wealth Management
Oregon
$310K +$301K +7,223 New
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$307K -$1.55M -37,107 -84%
MM
82
Meridian Management
Arkansas
$300K -$18M -431,200 -98%
FFA
83
Farther Finance Advisors
California
$294K -$16.4K -394 -5%
JWCA
84
J.W. Cole Advisors
Florida
$254K +$247K +5,928 New
SWM
85
Seed Wealth Management
Illinois
$254K
FWP
86
Firethorn Wealth Partners
Georgia
$251K -$45K -1,080 -16%
ASN
87
Advisory Services Network
Georgia
$249K -$40.8K -978 -14%
CAG
88
Csenge Advisory Group
Florida
$249K -$6.25K -150 -3%
SAG
89
SageView Advisory Group
California
$245K -$18.1K -435 -7%
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$244K +$1.04K +25 +0.4%
KCM
91
KM Capital Management
Texas
$242K -$1.31M -31,479 -85%
D
92
Dentgroup
Louisiana
$225K -$406K -9,733 -65%
CAN
93
Cetera Advisor Networks
California
$222K +$9.25K +222 +4%
MML Investors Services
94
MML Investors Services
Massachusetts
$220K +$214K +5,129 New
SC
95
Scotia Capital
Ontario, Canada
$215K
GCP
96
GSA Capital Partners
United Kingdom
$211K +$205K +4,912 New
PCA
97
Pallas Capital Advisors
Massachusetts
$200K -$119K -2,859 -38%
FHA
98
First Horizon Advisors
Tennessee
$170K +$165K +3,969 New
AssetMark Inc
99
AssetMark Inc
California
$146K -$500 -12 -0.3%
APC
100
Aspire Private Capital
North Carolina
$141K +$292 +7 +0.2%

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.