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iShares Emerging Markets Equity Factor ETF

63 hedge funds and large institutions have $338M invested in iShares Emerging Markets Equity Factor ETF in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 14 closing their positions.

Holders
63
Holders Change
-4
Holders Change %
-5.97%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
12
Increased
25
Reduced
16
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$97.8M 1,804,833 +928,808 +106%
Bank of America
2
Bank of America
North Carolina
$43.3M 1,013,223 +718,087 +243%
SFS
3
Strategic Financial Services
New York
$25.3M 590,820 +42,130 +8%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$23.8M 556,803 +147,171 +36%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$23.2M 542,367 +542,367 New
Wells Fargo
6
Wells Fargo
California
$19.9M 465,326 +439,212 +1,682%
MM
7
Meridian Management
Arkansas
$16.6M 388,762 +82,264 +27%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$13.7M 320,972 +40,688 +15%
UBS Group
9
UBS Group
Switzerland
$13.4M 313,497 +45,850 +17%
HCA
10
Heck Capital Advisors
Wisconsin
$13.4M 313,245 +39,552 +14%
IWC
11
Integrated Wealth Concepts
Massachusetts
$7.82M 182,836 +177,322 +3,216%
LWS
12
Lucia Wealth Services
California
$5.94M 138,874 +18,906 +16%
SHIM
13
Stone House Investment Management
Pennsylvania
$4.01M 93,724 +17,829 +23%
CCA
14
Clearwater Capital Advisors
Illinois
$3.68M 86,055 +23,845 +38%
Morgan Stanley
15
Morgan Stanley
New York
$3.38M 79,116 -19,381 -20%
PFM
16
Phillips Financial Management
Indiana
$2.1M 48,411 +12,844 +36%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.87M 43,829 +17,325 +65%
RF
18
RHS Financial
California
$1.57M 36,800 +7,262 +25%
OFG
19
OmniStar Financial Group
North Carolina
$1.32M 30,848 +3,103 +11%
BTS
20
BB&T Securities
Virginia
$1.2M 28,046 +1,874 +7%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.05M 24,547 -92,461 -79%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$1.04M 24,245 +360 +2%
C
24
Clearshares
New York
$963K 22,534 -13,448 -37%
PWMG
25
Prestige Wealth Management Group
New Jersey
$923K 21,578 +704 +3%