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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.

Holders
136
Holders Change
+11
Holders Change %
+8.8%
% of All Funds
1.99%
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 Market Value Shares Shares
Change
Shares
Change %
SFS
1
Strategic Financial Services
New York
$69.3M 1,616,831 +69,039 +4%
Morgan Stanley
2
Morgan Stanley
New York
$56.5M 1,317,416 +649,924 +97%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$51.4M 1,199,323 -81,757 -6%
Wells Fargo
4
Wells Fargo
California
$32.3M 754,437 -112,569 -13%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$30.3M 707,574 -125,353 -15%
IWC
6
Integrated Wealth Concepts
Massachusetts
$23.1M 538,818 -133,631 -20%
Ameriprise
7
Ameriprise
Minnesota
$20M 466,563 -53,201 -10%
UWPG
8
Ullmann Wealth Partners Group
Florida
$17.1M 399,305 +41,913 +12%
TC
9
Trilogy Capital
California
$16.7M 390,793 -19,113 -5%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$14.6M 341,427 -60,468 -15%
DAS
11
Dynamic Advisor Solutions
Arizona
$13.1M 312,031 +60,063 +24%
CCA
12
Clearwater Capital Advisors
Illinois
$12.6M 293,820 -25,114 -8%
RJA
13
Raymond James & Associates
Florida
$11.4M 265,884 +1,901 +0.7%
PFA
14
Pure Financial Advisors
California
$11.2M 261,538 +6,636 +3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$11.1M 258,905 -52,253 -17%
OMC
16
Old Mission Capital
Illinois
$8.12M 189,520 -55,853 -23%
WFA
17
Wade Financial Advisory
California
$7.52M 175,402 -25,801 -13%
FTUS
18
Flow Traders U.S.
New York
$6.43M 150,028 +88,761 +145%
FIA
19
Foundations Investment Advisors
Arizona
$6.09M 144,468 -2,629 -2%
ACM
20
Armbruster Capital Management
New York
$5.96M 139,025 -7,009 -5%
CC
21
Callan Capital
California
$5.94M 138,705 -4,731 -3%
EH
22
Equitable Holdings
New York
$5.71M 133,152 +7,926 +6%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$4.91M 114,498 +114,481 +673,418%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$4.9M 114,253 +104,043 +1,019%
BPA
25
Beacon Pointe Advisors
California
$4.85M 113,226 -29,256 -21%