We are live on ! Find out more
EMGF icon

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
VNA
101
Valley National Advisers
Pennsylvania
$126K +$45.6K +1,095 +59%
ADL
102
Asset Dedication LLC
California
$116K
EWA
103
EverSource Wealth Advisors
Alabama
$108K -$12K -287 -10%
PS
104
Principal Securities
Iowa
$89.8K +$87.4K +2,096 New
CAL
105
Capital Advisors Ltd
Ohio
$85K +$500 +12 +0.6%
AF
106
Allworth Financial
California
$33K
CAS
107
Coppell Advisory Solutions
Texas
$30.5K +$29.6K +711 New
EW
108
Element Wealth
Mississippi
$26K +$167 +4 +0.7%
Bessemer Group
109
Bessemer Group
New Jersey
$24K +$16.4K +393 +231%
AWM
110
Aspire Wealth Management
Massachusetts
$22K -$4.29K -103 -17%
CAM
111
Creekmur Asset Management
Illinois
$21.4K +$20.8K +499 New
BlackRock
112
BlackRock
New York
$18.2K -$667 -16 -4%
SRCM
113
Signature Resources Capital Management
California
$13.8K +$13.4K +321 New
CIA
114
Cape Investment Advisory
Georgia
$13K -$3.5K -84 -22%
CIM
115
Contravisory Investment Management
Massachusetts
$10.8K +$10.5K +253 New
GWM
116
Geneos Wealth Management
Colorado
$8.57K -$10.4K -250 -56%
Comerica Bank
117
Comerica Bank
Texas
$7.63K
SWM
118
Spire Wealth Management
Virginia
$7.48K -$2.29K -55 -23%
Qube Research & Technologies (QRT)
119
Qube Research & Technologies (QRT)
United Kingdom
$6.56K -$292K -6,996 -98%
TVAMP
120
Tennessee Valley Asset Management Partners
Tennessee
$6.1K +$5.92K +142 New
WWM
121
Wolff Wiese Magana
California
$6K
OSAM
122
O'Shaughnessy Asset Management
Connecticut
$6K +$5.83K +140 New
AP
123
Arlington Partners
Alabama
$5.79K
AT
124
Arlington Trust
Alabama
$5.79K
CWP
125
Concord Wealth Partners
Virginia
$5.49K

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.