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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
OP
126
ORG Partners
Indiana
$4.33K +$4.21K +101 New
HGERS
127
Householder Group Estate & Retirement Specialist
Arizona
$4K
PPC
128
Park Place Capital
Alabama
$3.86K +$3.75K +90 New
Fifth Third Bancorp
129
Fifth Third Bancorp
Ohio
$2.79K +$2.71K +65 New
RWM
130
Ruedi Wealth Management
Illinois
$2.64K -$42 -1 -2%
WP
131
WealthShield Partners
North Carolina
$2.23K +$2.17K +52 New
Franklin Resources
132
Franklin Resources
California
$2.01K
BBPWM
133
Blue Bell Private Wealth Management
Pennsylvania
$1.5K
NRC
134
New Republic Capital
North Carolina
$1.29K -$2.79K -67 -69%
BWL
135
Bogart Wealth LLC
Virginia
$86 +$83 +2 New
Citigroup
136
Citigroup
New York
$43 -$292 -7 -88%
SFO
137
Stokes Family Office
Louisiana
-$462K -11,307 Closed
IDA
138
Intelligence Driven Advisers
California
-$416K -10,357 Closed
DWP
139
Destiny Wealth Partners
Florida
-$294K -7,177 Closed
QCM
140
QRG Capital Management
Illinois
-$226K -5,517 Closed
PFGIA
141
Patriot Financial Group Insurance Agency
Massachusetts
-$220K -5,390 Closed
HWP
142
Hibernia Wealth Partners
Louisiana
-$102K -2,502 Closed
OIS
143
Okabena Investment Services
Minnesota
-$94.1K -2,300 Closed
RPCA
144
Running Point Capital Advisors
California
-$30.1K -736 Closed
PB
145
Pinnacle Bancorp
Nebraska
-$10.7K -262 Closed
CSPIA
146
Cary Street Partners Investment Advisory
Virginia
-$4.91K -120 Closed
CP
147
Castleview Partners
Texas
-$4.79K -117 Closed
VAG
148
VisionPoint Advisory Group
Texas
-$2.74K -67 Closed

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.