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iShares Emerging Markets Equity Factor ETF

216 hedge funds and large institutions have $1.59B invested in iShares Emerging Markets Equity Factor ETF in 2026 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 80 increasing their positions, 66 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 14

21% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 66

12% more capital invested

Capital invested by funds: $1.43B → $1.59B (+$165M)

11% more funds holding

Funds holding: 195216 (+21)

2.01% less ownership

Funds ownership: 107.77%105.77% (-2%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
216
Holders Change
+21
Holders Change %
+10.77%
% of All Funds
2.66%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
39
Increased
80
Reduced
66
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VIA
1
Vantagepoint Investment Advisers
District of Columbia
$182M
JP Morgan Chase
2
JP Morgan Chase
New York
$165M -$7.87M -126,207 -4%
SFS
3
Strategic Financial Services
New York
$114M -$184K -2,956 -0.2%
DWM
4
Dynasty Wealth Management
Florida
$96M +$17.3M +276,646 +21%
SWP
5
Sagespring Wealth Partners
Tennessee
$83.5M +$11.9M +191,408 +16%
Wells Fargo
6
Wells Fargo
California
$76.8M +$10.9M +174,769 +16%
Morgan Stanley
7
Morgan Stanley
New York
$50.6M +$1.43M +22,965 +3%
LPL Financial
8
LPL Financial
California
$44.8M +$801K +12,832 +2%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$43.6M -$3.18M -51,032 -7%
AG
10
Ascent Group
Virginia
$43.4M -$20.8M -332,999 -32%
Raymond James Financial
11
Raymond James Financial
Florida
$37.1M +$1.94M +31,062 +5%
Ameriprise
12
Ameriprise
Minnesota
$36.8M +$5.75M +92,134 +18%
AAS
13
Annex Advisory Services
Wisconsin
$35.8M +$36.9M +591,848 New
Charles Schwab
14
Charles Schwab
California
$35.4M +$36.6M +586,195 New
PFA
15
Pure Financial Advisors
California
$35.3M +$642K +10,287 +2%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$33.9M -$7.11M -113,963 -17%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$28.3M +$5.24M +84,049 +22%
LFG
18
Larson Financial Group
Missouri
$23.9M +$1.71M +27,399 +7%
EPW
19
Evolve Private Wealth
California
$22M +$872K +13,974 +4%
DAS
20
Dynamic Advisor Solutions
Arizona
$19.5M +$645K +10,338 +3%
Bank of America
21
Bank of America
North Carolina
$17.9M +$2.93M +46,969 +19%
OMC
22
Old Mission Capital
Illinois
$16.4M +$15M +240,245 +788%
EH
23
Equitable Holdings
New York
$16.2M +$592K +9,491 +4%
SFO
24
Stokes Family Office
Louisiana
$12.6M -$7.05M -113,014 -35%
JSL
25
JT Stratford LLC
Georgia
$11.3M -$309K -4,957 -3%