iShares Emerging Markets Equity Factor ETF
EMGF
50 hedge funds and large institutions have $149M invested in iShares Emerging Markets Equity Factor ETF in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 6 closing their positions.
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
36% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 14
16% more funds holding
Funds holding: 43 → 50 (+7)
0.36% less ownership
Funds ownership: 56.99% → 56.63% (-0.36%)
7% less capital invested
Capital invested by funds: $161M → $149M (-$11.2M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWS
Lucia Wealth Services
San Diego,
California
|
+$7.14M |
| 2 |
Morgan Stanley
New York
|
+$6.44M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$5.87M |
| 4 |
MM
Meridian Management
Little Rock,
Arkansas
|
+$1.6M |
| 5 |
OFG
OmniStar Financial Group
Wilmington,
North Carolina
|
+$1.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$12.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$4.35M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$3.01M |
| 4 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
-$1.81M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.7M |
EMGF Hedge Fund Activity: Q3 2018 in Review
50 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in iShares Emerging Markets Equity Factor ETF (EMGF) for Q3 2018, worth a combined $149M — down 7% from $161M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new EMGF positions and 6 closed out — a net gain of 7 holders — while 19 added to existing stakes and 14 trimmed.
The largest buyer was Lucia Wealth Services, opening a new position worth an estimated $7.14M. The largest seller was JP Morgan Private Wealth Advisors, cutting an estimated $12.4M.
- 50 institutional investors held iShares Emerging Markets Equity Factor ETF (EMGF) as of Q3 2018, up from 43 in Q2 2018.
- Funds reported $149M of iShares Emerging Markets Equity Factor ETF stock for Q3 2018, down 7% quarter-over-quarter.
- 13 funds opened new iShares Emerging Markets Equity Factor ETF positions in Q3 2018 and 6 closed out, a net change of +7 holders.
- The largest iShares Emerging Markets Equity Factor ETF buyer in Q3 2018 was Lucia Wealth Services, an estimated $7.14M added.
- The largest iShares Emerging Markets Equity Factor ETF seller in Q3 2018 was JP Morgan Private Wealth Advisors, an estimated $12.4M sold.
Based on aggregated 13F filings for Q3 2018.