We are live on ! Find out more
EMGF icon

iShares Emerging Markets Equity Factor ETF

76 hedge funds and large institutions have $779M invested in iShares Emerging Markets Equity Factor ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 16

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

6% more capital invested

Capital invested by funds: $737M → $779M (+$41.8M)

6% more funds holding

Funds holding: 7276 (+4)

0.06% less ownership

Funds ownership: 101.71%101.65% (-0.06%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
76
Holders Change
+4
Holders Change %
+5.56%
% of All Funds
1.32%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
13
Increased
33
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$148M +$7.75M +144,798 +6%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$140M +$7.19M +134,477 +6%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$97.8M
SFS
4
Strategic Financial Services
New York
$70.5M +$1.13M +21,168 +2%
Wells Fargo
5
Wells Fargo
California
$68.1M +$2.19M +40,964 +3%
Bank of America
6
Bank of America
North Carolina
$50.5M +$1.45M +27,148 +3%
MM
7
Meridian Management
Arkansas
$31.3M +$5.69M +106,423 +23%
IWC
8
Integrated Wealth Concepts
Massachusetts
$24.8M -$5.05M -94,303 -17%
CCA
9
Clearwater Capital Advisors
Illinois
$15.7M +$654K +12,227 +4%
ACM
10
Armbruster Capital Management
New York
$15.3M +$612K +11,442 +4%
RJA
11
Raymond James & Associates
Florida
$15.3M -$1.43M -26,771 -9%
HCA
12
Heck Capital Advisors
Wisconsin
$14.3M +$893K +16,697 +7%
FIA
13
Foundations Investment Advisors
Arizona
$8.13M +$2.02M +37,824 +33%
MA
14
MUFG Americas
New York
$7.96M -$1.59M -29,769 -17%
PFM
15
Phillips Financial Management
Indiana
$7.34M +$2.54M +47,456 +54%
KWM
16
Keebeck Wealth Management
Illinois
$6.09M -$1.5M -28,088 -20%
WFA
17
Wade Financial Advisory
California
$4.98M +$504K +9,414 +11%
CC
18
Callan Capital
California
$4.39M -$88.4K -1,652 -2%
UBS Group
19
UBS Group
Switzerland
$4.09M +$517K +9,660 +15%
RF
20
RHS Financial
California
$4.08M -$633K -11,830 -14%
Morgan Stanley
21
Morgan Stanley
New York
$3.74M +$8.77K +164 +0.2%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$3.36M +$11.9K +222 +0.4%
COF
23
Capital One Financial
Virginia
$3.17M -$17.8K -332 -0.6%
BWCS
24
Beirne Wealth Consulting Services
Connecticut
$2.78M +$1.01M +18,834 +58%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$2.68M

EMGF Hedge Fund Activity: Q2 2021 in Review

76 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Emerging Markets Equity Factor ETF (EMGF) for Q2 2021, worth a combined $779M — up 5.7% from $737M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new EMGF positions and 9 closed out — a net gain of 4 holders — while 33 added to existing stakes and 16 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $7.75M. The largest seller was Integrated Wealth Concepts, cutting an estimated $5.05M.

  • 76 institutional investors held iShares Emerging Markets Equity Factor ETF (EMGF) as of Q2 2021, up from 72 in Q1 2021.
  • Funds reported $779M of iShares Emerging Markets Equity Factor ETF stock for Q2 2021, up 5.7% quarter-over-quarter.
  • 13 funds opened new iShares Emerging Markets Equity Factor ETF positions in Q2 2021 and 9 closed out, a net change of +4 holders.
  • The largest iShares Emerging Markets Equity Factor ETF buyer in Q2 2021 was Mercer Global Advisors, an estimated $7.75M added.
  • The largest iShares Emerging Markets Equity Factor ETF seller in Q2 2021 was Integrated Wealth Concepts, an estimated $5.05M sold.

Based on aggregated 13F filings for Q2 2021.