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EMGF Institutional Ownership

iShares Emerging Markets Equity Factor ETF
1W: -0.6% 1M: +0.2% 3M: +0.1% YTD: +22.0% 1Y: +28.7% 3Y: +97.7% 5Y: +65.5%
$72.33
+0.83 (+1.16%)
 
Weekly Expected Move ±2.9%
$68 $70 $72 $74 $77
ETF CBOE · AUM $2.0B

Institutional Ownership — EMGF

246
Institutional Holders
+12 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
29
New Positions
85
Increased
96
Reduced
11
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (256 total)

# Holder Shares Value Change Change % Holding Period Filing
1 VANTAGEPOINT INVESTMENT ADVISERS LLC 2,922,313 $211M -92,388 -3.1% 4Q SEC ↗
2 JPMORGAN CHASE & CO 2,668,663 $193M -161,914 -5.7% 15Q SEC ↗
3 Strategic Financial Services, Inc. 1,774,234 $128M -111,740 -5.9% 31Q SEC ↗
4 Dynasty Wealth Management, LLC 1,597,684 $116M +8,271 +0.5% 7Q SEC ↗
5 Sixth Street Partners Management Compa NEW 1,435,813 $104M — +0.0% 1Q SEC ↗
6 CHARLES SCHWAB INVESTMENT MANAGEMENT I 1,435,813 $104M +849,618 +144.9% 2Q SEC ↗
7 SAGESPRING WEALTH PARTNERS, LLC 1,420,427 $103M +37,986 +2.7% 7Q SEC ↗
8 WELLS FARGO & COMPANY/MN 1,283,385 $93M +13,266 +1.0% 31Q SEC ↗
9 AMERIPRISE FINANCIAL INC 876,080 $63M +267,121 +43.9% 16Q SEC ↗
10 MORGAN STANLEY 844,813 $61M +7,215 +0.9% 33Q SEC ↗
11 LPL Financial LLC 819,076 $59M +78,398 +10.6% 35Q SEC ↗
12 FMR LLC 699,117 $51M -22,535 -3.1% 20Q SEC ↗
13 RAYMOND JAMES FINANCIAL INC 649,015 $47M +35,367 +5.8% 7Q SEC ↗
14 Annex Advisory Services, LLC 637,191 $46M +45,343 +7.7% 2Q SEC ↗
15 Pure Financial Advisors, LLC 584,650 $42M +1,255 +0.2% 23Q SEC ↗
16 Ascent Group, LLC 578,242 $42M -140,189 -19.5% 16Q SEC ↗
17 CWM, LLC 561,566 $41M -113,963 -16.9% 18Q SEC ↗
18 ENVESTNET ASSET MANAGEMENT INC 443,265 $32M -24,901 -5.3% 31Q SEC ↗
19 Larson Financial Group LLC 437,503 $32M +41,970 +10.6% 6Q SEC ↗
20 BANK OF AMERICA CORP /DE 390,650 $28M +94,332 +31.8% 15Q SEC ↗
21 EVOLVE PRIVATE WEALTH, LLC 373,728 $27M +10,361 +2.9% 3Q SEC ↗
22 Dynamic Advisor Solutions LLC 344,188 $25M +22,004 +6.8% 16Q SEC ↗
23 Equitable Holdings, Inc. 308,939 $22M +28,726 +10.3% 27Q SEC ↗
24 OLD MISSION CAPITAL LLC 187,149 $14M -83,566 -30.9% 9Q SEC ↗
25 Callan Family Office, LLC 176,831 $13M +13,917 +8.5% 15Q SEC ↗
26 Frontier Asset Management, LLC 165,234 $12M +4,949 +3.1% 8Q SEC ↗
27 Amplius Wealth Advisors, LLC 159,010 $12M +16,172 +11.3% 2Q SEC ↗
28 MERCER GLOBAL ADVISORS INC /ADV 156,172 $11M +813 +0.5% 30Q SEC ↗
29 Hixon Zuercher, LLC 150,551 $11M +2,890 +2.0% 6Q SEC ↗
30 COMMONWEALTH EQUITY SERVICES, LLC 150,441 $11M +31,008 +26.0% 34Q SEC ↗
31 Foundations Investment Advisors, LLC 141,335 $10M -525 -0.4% 25Q SEC ↗
32 Weil Company, Inc. 135,547 $10M +5,350 +4.1% 10Q SEC ↗
33 Integrated Wealth Concepts LLC 134,128 $10M -620 -0.5% 31Q SEC ↗
34 JT Stratford LLC 130,930 $9M -55,909 -29.9% 3Q SEC ↗
35 Navigation Group, LLC 128,406 $9M +3,916 +3.1% 2Q SEC ↗
36 Armbruster Capital Management, Inc. 125,334 $9M -5,894 -4.5% 26Q SEC ↗
37 EXCHANGE TRADED CONCEPTS, LLC 119,624 $9M +18,904 +18.8% 7Q SEC ↗
38 Federation des caisses Desjardins du Q 115,114 $8M -3,080 -2.6% 8Q SEC ↗
39 Vise Technologies, Inc. 114,547 $8M +37,913 +49.5% 4Q SEC ↗
40 JANE STREET GROUP, LLC 112,361 $8M +46,626 +70.9% 3Q SEC ↗
41 ROYAL BANK OF CANADA 111,983 $8M +103,144 +1166.9% 36Q SEC ↗
42 AlphaCore Capital LLC 109,749 $8M -1,139 -1.0% 6Q SEC ↗
43 ARQ WEALTH ADVISORS, LLC 103,745 $8M +15,937 +18.1% 25Q SEC ↗
44 Stokes Family Office, LLC 87,614 $6M -120,688 -57.9% 7Q SEC ↗
45 RHS Financial, LLC 86,012 $6M -17,811 -17.2% 31Q SEC ↗
46 Modern Wealth Management, LLC 85,519 $6M -22,891 -21.1% 6Q SEC ↗
47 Farther Finance Advisors, LLC 76,605 $6M -4,754 -5.8% 15Q SEC ↗
48 Cerity Partners LLC 75,219 $5M +2,326 +3.2% 13Q SEC ↗
49 Plancorp, LLC NEW 75,086 $5M — +0.0% 1Q SEC ↗
50 Cetera Investment Advisers 73,946 $5M -2,053 -2.7% 10Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
CHARLES SCHWAB INVESTMENT MANAGEMEN +849,618 +144.9% 1,435,813
AMERIPRISE FINANCIAL INC +267,121 +43.9% 876,080
ROYAL BANK OF CANADA +103,144 +1166.9% 111,983
BANK OF AMERICA CORP /DE +94,332 +31.8% 390,650
LPL Financial LLC +78,398 +10.6% 819,076
JANE STREET GROUP, LLC +46,626 +70.9% 112,361
Annex Advisory Services, LLC +45,343 +7.7% 637,191
Larson Financial Group LLC +41,970 +10.6% 437,503
SAGESPRING WEALTH PARTNERS, LLC +37,986 +2.7% 1,420,427
Vise Technologies, Inc. +37,913 +49.5% 114,547
YHB Investment Advisors, Inc. +36,685 +119.5% 67,396
RAYMOND JAMES FINANCIAL INC +35,367 +5.8% 649,015
U.S. Capital Wealth Advisors, LLC +34,948 +244.6% 49,234
COMMONWEALTH EQUITY SERVICES, LLC +31,008 +26.0% 150,441
Equitable Holdings, Inc. +28,726 +10.3% 308,939
MML INVESTORS SERVICES, LLC +23,881 +470.3% 28,959
Dynamic Advisor Solutions LLC +22,004 +6.8% 344,188
EXCHANGE TRADED CONCEPTS, LLC +18,904 +18.8% 119,624
Amplius Wealth Advisors, LLC +16,172 +11.3% 159,010
ARQ WEALTH ADVISORS, LLC +15,937 +18.1% 103,745
Biggest Decreases (20)
HolderReducedChange %Total Shares
JPMORGAN CHASE & CO -161,914 -5.7% 2,668,663
Ascent Group, LLC -140,189 -19.5% 578,242
Stokes Family Office, LLC -120,688 -57.9% 87,614
CWM, LLC -113,963 -16.9% 561,566
Strategic Financial Services, Inc. -111,740 -5.9% 1,774,234
VANTAGEPOINT INVESTMENT ADVISERS LL -92,388 -3.1% 2,922,313
OLD MISSION CAPITAL LLC -83,566 -30.9% 187,149
Private Advisor Group, LLC -78,574 -59.7% 52,957
JT Stratford LLC -55,909 -29.9% 130,930
ENVESTNET ASSET MANAGEMENT INC -24,901 -5.3% 443,265
Modern Wealth Management, LLC -22,891 -21.1% 85,519
FMR LLC -22,535 -3.1% 699,117
CITADEL ADVISORS LLC -22,528 -79.4% 5,832
UNIQUE WEALTH, LLC -21,233 -33.4% 42,405
NORTHWESTERN MUTUAL WEALTH MANAGEME -20,761 -29.2% 50,239
RHS Financial, LLC -17,811 -17.2% 86,012
Kastel Capital Advisors, LLC -15,412 -27.1% 41,526
Hibernia Wealth Partners, LLC -11,387 -46.2% 13,262
PFG Advisors -11,034 -34.9% 20,542
Ullmann Wealth Partners Group, LLC -6,011 -15.5% 32,689

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms