iShares Emerging Markets Equity Factor ETF
EMGF
125 hedge funds and large institutions have $535M invested in iShares Emerging Markets Equity Factor ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 55 reducing their positions, and 5 closing their positions.
200% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 5
8% more funds holding
Funds holding: 116 → 125 (+9)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
14.49% less ownership
Funds ownership: 105.94% → 91.45% (-14%)
37% less capital invested
Capital invested by funds: $847M → $535M (-$312M)
42% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 55
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UWPG
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
+$8.57M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$4.02M |
| 3 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$1.79M |
| 4 |
PFA
Pure Financial Advisors
San Diego,
California
|
+$1.42M |
| 5 |
SFS
Strategic Financial Services
Utica,
New York
|
+$940K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
-$85.6M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
-$72.7M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$72.6M |
| 4 |
Jane Street
New York
|
-$42M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$21.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
T
126
TCWP
Beachwood,
Ohio
| – | -$1.91M | -45,889 | Closed |
|
127
Stifel Financial
St. Louis,
Missouri
| – | -$229K | -5,511 | Closed |
|
|
GT
128
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$46K | -1,107 | Closed |
|
|
SFC
129
SYM Financial Corp
Winona Lake,
Indiana
| – | -$16.5K | -398 | Closed |
|
|
GI
130
Gradient Investments
Arden Hills,
Minnesota
| – | -$831 | -20 | Closed |
|
EMGF Hedge Fund Activity: Q3 2023 in Review
125 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Emerging Markets Equity Factor ETF (EMGF) for Q3 2023, worth a combined $535M — down 37% from $847M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new EMGF positions and 5 closed out — a net gain of 10 holders — while 32 added to existing stakes and 55 trimmed.
The largest buyer was Ullmann Wealth Partners Group, adding an estimated $8.57M. The largest seller was Cerity Partners, cutting an estimated $85.6M.
- 125 institutional investors held iShares Emerging Markets Equity Factor ETF (EMGF) as of Q3 2023, up from 116 in Q2 2023.
- Funds reported $535M of iShares Emerging Markets Equity Factor ETF stock for Q3 2023, down 37% quarter-over-quarter.
- 15 funds opened new iShares Emerging Markets Equity Factor ETF positions in Q3 2023 and 5 closed out, a net change of +10 holders.
- The largest iShares Emerging Markets Equity Factor ETF buyer in Q3 2023 was Ullmann Wealth Partners Group, an estimated $8.57M added.
- The largest iShares Emerging Markets Equity Factor ETF seller in Q3 2023 was Cerity Partners, an estimated $85.6M sold.
Based on aggregated 13F filings for Q3 2023.