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iShares Emerging Markets Equity Factor ETF

152 hedge funds and large institutions have $837M invested in iShares Emerging Markets Equity Factor ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 54 increasing their positions, 52 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+6
Holders Change %
+4.11%
% of All Funds
2.06%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
24
Increased
54
Reduced
52
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$102M +$40M +855,693 +65%
SFS
2
Strategic Financial Services
New York
$87.3M +$2.44M +52,105 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$67.5M -$9.43M -201,569 -12%
DWM
4
Dynasty Wealth Management
Florida
$51.5M +$31.5M +673,720 +158%
SWP
5
Sagespring Wealth Partners
Tennessee
$46.4M +$27.6M +589,290 +147%
Wells Fargo
6
Wells Fargo
California
$42.6M +$8.61M +183,952 +25%
Morgan Stanley
7
Morgan Stanley
New York
$38.4M +$2.63M +56,228 +7%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$35M -$5.82M -124,379 -14%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$29.3M -$1.96M -41,934 -6%
Ameriprise
10
Ameriprise
Minnesota
$23.9M -$5.13M -109,557 -18%
PFA
11
Pure Financial Advisors
California
$22.7M +$1.77M +37,864 +8%
AG
12
Ascent Group
Virginia
$20.3M +$16.6M +355,096 +446%
Raymond James Financial
13
Raymond James Financial
Florida
$19.4M +$4.09M +87,444 +27%
CCA
14
Clearwater Capital Advisors
Illinois
$16.3M +$420K +8,976 +3%
IWC
15
Integrated Wealth Concepts
Massachusetts
$15.4M -$1.86M -39,718 -11%
DAS
16
Dynamic Advisor Solutions
Arizona
$15.2M +$1.85M +39,515 +14%
LPL Financial
17
LPL Financial
California
$10.4M -$223K -4,761 -2%
FAM
18
Frontier Asset Management
Wyoming
$10.1M -$338K -7,228 -3%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$8.81M -$2.47M -52,733 -22%
EH
20
Equitable Holdings
New York
$8.56M +$710K +15,169 +9%
HZ
21
Hixon Zuercher
Ohio
$7.71M +$7.71M +164,818 New
ETC
22
Exchange Traded Concepts
Oklahoma
$7.09M -$504K -10,764 -7%
SFO
23
Stokes Family Office
Louisiana
$6.43M +$1.12M +24,008 +21%
Bank of America
24
Bank of America
North Carolina
$6.38M +$537K +11,474 +9%
ACM
25
Armbruster Capital Management
New York
$6.16M +$61.9K +1,324 +1%