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iShares Emerging Markets Equity Factor ETF

147 hedge funds and large institutions have $711M invested in iShares Emerging Markets Equity Factor ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 61 increasing their positions, 37 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

440% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 5

65% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 37

13% more funds holding

Funds holding: 130147 (+17)

9% more capital invested

Capital invested by funds: $652M → $711M (+$59.7M)

6.52% more ownership

Funds ownership: 92.98%99.5% (+6.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
147
Holders Change
+17
Holders Change %
+13.08%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
27
Increased
61
Reduced
37
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PS
101
Principal Securities
Iowa
$200K +$58.9K +1,224 +38%
FFA
102
Farther Finance Advisors
California
$186K -$173K -3,600 -47%
Royal Bank of Canada
103
Royal Bank of Canada
Ontario, Canada
$181K -$6.25K -130 -3%
AssetMark Inc
104
AssetMark Inc
California
$179K +$8.66K +180 +5%
GWM
105
Geneos Wealth Management
Colorado
$174K +$169K +3,519 +1,038%
CAL
106
Capital Advisors Ltd
Ohio
$174K +$289 +6 +0.2%
AIM
107
Acropolis Investment Management
Missouri
$131K
GRP
108
Global Retirement Partners
California
$125K -$6.64K -138 -5%
ADL
109
Asset Dedication LLC
California
$116K
VNA
110
Valley National Advisers
Pennsylvania
$96K -$38.5K -801 -27%
EWA
111
EverSource Wealth Advisors
Alabama
$94.3K +$37.8K +786 +60%
AWM
112
AE Wealth Management
Kansas
$87.9K +$93.5K +1,944 New
MG
113
Mather Group
Illinois
$55.9K +$30.6K +636 +106%
AF
114
Allworth Financial
California
$36.7K -$2.69K -56 -7%
CA
115
CoreCap Advisors
Michigan
$36.2K +$24.7K +514 +179%
ZB
116
Zions Bancorporation
Utah
$29.2K
Comerica Bank
117
Comerica Bank
Texas
$28.8K -$8.56K -178 -22%
EW
118
Element Wealth
Mississippi
$27.6K +$144 +3 +0.5%
Bessemer Group
119
Bessemer Group
New Jersey
$26K
BlackRock
120
BlackRock
New York
$24.7K
CWC
121
Carolinas Wealth Consulting
North Carolina
$23.7K
MCM
122
MAI Capital Management
Ohio
$21.8K +$23.1K +481 New
GM
123
GeoWealth Management
Illinois
$20.4K +$385 +8 +2%
AWM
124
Avior Wealth Management
Nebraska
$18.7K
FFL
125
Financial Freedom LLC
Ohio
$16.4K +$17.5K +363 New

EMGF Hedge Fund Activity: Q4 2024 in Review

147 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Emerging Markets Equity Factor ETF (EMGF) for Q4 2024, worth a combined $711M — up 9.2% from $652M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new EMGF positions and 5 closed out — a net gain of 22 holders — while 61 added to existing stakes and 37 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $22.8M. The largest seller was Integrated Wealth Concepts, cutting an estimated $12M.

  • 147 institutional investors held iShares Emerging Markets Equity Factor ETF (EMGF) as of Q4 2024, up from 130 in Q3 2024.
  • Funds reported $711M of iShares Emerging Markets Equity Factor ETF stock for Q4 2024, up 9.2% quarter-over-quarter.
  • 27 funds opened new iShares Emerging Markets Equity Factor ETF positions in Q4 2024 and 5 closed out, a net change of +22 holders.
  • The largest iShares Emerging Markets Equity Factor ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $22.8M added.
  • The largest iShares Emerging Markets Equity Factor ETF seller in Q4 2024 was Integrated Wealth Concepts, an estimated $12M sold.

Based on aggregated 13F filings for Q4 2024.