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iShares Emerging Markets Equity Factor ETF
EMGF

127 hedge funds and large institutions have $602M invested in iShares Emerging Markets Equity Factor ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 49 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

13% more capital invested

Capital invested by funds: $532M → $602M (+$70.5M)

2% more funds holding

Funds holding: 125 → 127 (+2)

1.28% more ownership

Funds ownership: 90.26% → 91.53% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

22% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 49

Holders
127
Holders Change
+2
Holders Change %
+1.6%
% of All Funds
1.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
38
Reduced
49
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$36.6M
2
JP Morgan Chase
JP Morgan Chase
New York
+$10.4M
3
AIA
Alera Investment Advisors
Illinois
+$9.83M
4
Morgan Stanley
Morgan Stanley
New York
+$3.94M
5
Jane Street
Jane Street
New York
+$2.95M

Top Sellers

Rank Fund Capital Flow
1
TC
Trilogy Capital
California
-$16.2M
2
SAG
SageView Advisory Group
California
-$5.76M
3
UWPG
Ullmann Wealth Partners Group
Florida
-$3.91M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$2.93M
5
DAS
Dynamic Advisor Solutions
Arizona
-$2.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
76
Mayflower Financial Advisors
Massachusetts
$310K -$36.7K -801 -11%
Susquehanna International Group
77
Susquehanna International Group
Pennsylvania
$300K -$1.34M -29,186 -82%
JWCA
78
J.W. Cole Advisors
Florida
$294K +$6.6K +144 +2%
HGWM
79
Horst & Graben Wealth Management
Oregon
$281K -$23.9K -522 -8%
SWM
80
Seed Wealth Management
Illinois
$280K – – –
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$263K +$366 +8 +0.1%
CAG
82
Csenge Advisory Group
Florida
$239K +$9.48K +207 +4%
SC
83
Scotia Capital
Ontario, Canada
$234K – – –
IA
84
IFP Advisors
Florida
$232K +$39.5K +862 +21%
GCP
85
GSA Capital Partners
United Kingdom
$229K – – –
Citadel Advisors
86
Citadel Advisors
Florida
$224K +$220K +4,798 New
SAG
87
SageView Advisory Group
California
$223K -$5.76M -125,750 -96%
EAM
88
Empirical Asset Management
Massachusetts
$216K +$212K +4,633 New
SCM
89
Sheridan Capital Management
California
$211K – – –
AWP
90
Ascent Wealth Partners
New York
$208K +$205K +4,465 New
ASN
91
Advisory Services Network
Georgia
$205K -$9.02K -197 -4%
CAL
92
Capital Advisors Ltd
Ohio
$190K +$95.6K +2,087 +106%
APC
93
Aspire Private Capital
North Carolina
$188K +$33.4K +729 +22%
AssetMark Inc
94
AssetMark Inc
California
$181K +$9.57K +209 +6%
VNA
95
Valley National Advisers
Pennsylvania
$136K – – –
AIM
96
Acropolis Investment Management
Missouri
$135K – – –
ADL
97
Asset Dedication LLC
California
$127K – – –
PS
98
Principal Securities
Iowa
$103K +$5.5K +120 +6%
EWA
99
EverSource Wealth Advisors
Alabama
$61K -$25.1K -549 -30%
Comerica Bank
100
Comerica Bank
Texas
$38K – – –
2 3
4
5 6

EMGF Hedge Fund Activity: Q2 2024 in Review

127 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Emerging Markets Equity Factor ETF (EMGF) for Q2 2024, worth a combined $602M — up 13% from $532M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new EMGF positions and 13 closed out — a net gain of 4 holders — while 38 added to existing stakes and 49 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $36.6M. The largest seller was Trilogy Capital, exiting entirely with an estimated $16.2M sold.

  • 127 institutional investors held iShares Emerging Markets Equity Factor ETF (EMGF) as of Q2 2024, up from 125 in Q1 2024.
  • Funds reported $602M of iShares Emerging Markets Equity Factor ETF stock for Q2 2024, up 13% quarter-over-quarter.
  • 17 funds opened new iShares Emerging Markets Equity Factor ETF positions in Q2 2024 and 13 closed out, a net change of +4 holders.
  • The largest iShares Emerging Markets Equity Factor ETF buyer in Q2 2024 was Fidelity Investments, an estimated $36.6M added.
  • The largest iShares Emerging Markets Equity Factor ETF seller in Q2 2024 was Trilogy Capital, an estimated $16.2M sold.

Based on aggregated 13F filings for Q2 2024.