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iShares Emerging Markets Equity Factor ETF
EMGF

Overview Fund Activity

59 hedge funds and large institutions have $433M invested in iShares Emerging Markets Equity Factor ETF in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
-2
Holders Change %
-3.28%
% of All Funds
1.3%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
13
Increased
22
Reduced
17
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
Strategic Financial Services
New York
+$16.7M
2
Wells Fargo
Wells Fargo
California
+$13.3M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$11.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.44M
5
ACM
Armbruster Capital Management
New York
+$5.67M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$3.93M
2
LWS
Lucia Wealth Services
California
-$1.95M
3
Jane Street
Jane Street
New York
-$1.57M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$1.36M
5
BWCS
Beirne Wealth Consulting Services
Connecticut
-$1.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$97.8M – – –
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$51M +$11.3M +329,893 +29%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$46.8M +$7.44M +216,648 +19%
Wells Fargo
4
Wells Fargo
California
$45.9M +$13.3M +388,439 +41%
SFS
5
Strategic Financial Services
New York
$41.1M +$16.7M +487,098 +69%
Bank of America
6
Bank of America
North Carolina
$36.4M +$1.79M +51,983 +5%
IWC
7
Integrated Wealth Concepts
Massachusetts
$18.7M +$3.88M +112,925 +26%
MM
8
Meridian Management
Arkansas
$15.4M +$1.25M +36,393 +9%
HCA
9
Heck Capital Advisors
Wisconsin
$14M +$820K +23,865 +6%
CCA
10
Clearwater Capital Advisors
Illinois
$8.35M +$2.83M +82,428 +51%
RJA
11
Raymond James & Associates
Florida
$8.32M +$3.39M +98,792 +69%
ACM
12
Armbruster Capital Management
New York
$5.67M +$5.67M +165,125 New
PPW
13
Pasadena Private Wealth
California
$5.15M +$5.15M +142,608 New
SCP
14
Syntal Capital Partners
Texas
$3.73M +$1.89M +55,086 +103%
MA
15
MUFG Americas
New York
$3.63M +$1.68M +48,884 +86%
RF
16
RHS Financial
California
$2.7M +$308K +8,959 +13%
PFM
17
Phillips Financial Management
Indiana
$2.52M -$239K -7,248 -9%
UBS Group
18
UBS Group
Switzerland
$2.31M -$3.93M -114,333 -63%
Morgan Stanley
19
Morgan Stanley
New York
$2.28M -$903K -26,276 -28%
Citadel Advisors
20
Citadel Advisors
Florida
$2.12M +$2.12M +61,560 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.08M -$248K -7,229 -11%
SCM
22
Seascape Capital Management
New Hampshire
$1.76M -$56.5K -1,645 -3%
BlackRock
23
BlackRock
New York
$1.76M -$927 -27 -0.1%
LWS
24
Lucia Wealth Services
California
$1.53M -$1.95M -56,767 -56%
WFA
25
Wade Financial Advisory
California
$1.42M -$68.3K -1,989 -5%
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