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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
BTI
101
Blue Trust Inc
Georgia
$37.7K – – –
AF
102
Allworth Financial
California
$36K – – –
ZB
103
Zions Bancorporation
Utah
$30.1K +$29.6K +646 New
EW
104
Element Wealth
Mississippi
$28.4K +$46 +1 +0.2%
AWM
105
Avior Wealth Management
Nebraska
$27.8K – – –
AWM
106
Aspire Wealth Management
Massachusetts
$27.6K +$3.57K +78 +15%
Bessemer Group
107
Bessemer Group
New Jersey
$26K – – –
BlackRock
108
BlackRock
New York
$25.5K +$5.54K +121 +28%
CWC
109
Carolinas Wealth Consulting
North Carolina
$24.5K +$24K +525 New
GRP
110
Global Retirement Partners
California
$19.1K +$17.2K +375 +1,071%
GM
111
GeoWealth Management
Illinois
$17.5K +$17.1K +374 New
SRCM
112
Signature Resources Capital Management
California
$15K – – –
GWM
113
Geneos Wealth Management
Colorado
$9.33K – – –
GT
114
Glenmede Trust
Pennsylvania
$7.28K +$7.15K +156 New
WWM
115
Wolff Wiese Magana
California
$6.53K – – –
AT
116
Arlington Trust
Alabama
$6.3K – – –
CWP
117
Concord Wealth Partners
Virginia
$5.97K – – –
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$5.91K -$138K -3,018 -96%
Qube Research & Technologies (QRT)
119
Qube Research & Technologies (QRT)
United Kingdom
$4.81K – – –
GI
120
Gradient Investments
Minnesota
$3.83K +$3.76K +82 New
CIA
121
Cape Investment Advisory
Georgia
$2.57K -$366 -8 -13%
RWM
122
Ruedi Wealth Management
Illinois
$2.32K -$275 -6 -11%
Franklin Resources
123
Franklin Resources
California
$2.19K – – –
BBPWM
124
Blue Bell Private Wealth Management
Pennsylvania
$1.63K – – –
NRC
125
New Republic Capital
North Carolina
$1.4K – – –
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.