Vault-13

ISHARES INC EMGF

EMNG MKTS EQT · ETP · CUSIP 46434G889

166 institutional holders +11 vs Q1 2025
18,232,93718.2m shares reported held*
$948.7mreported value*
25 new 72 added 43 reduced 15 sold out net bought ≈ $60.5m (+1.2m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($32.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $52.04. Options: 1 managers hold calls ($1.2m notional), 0 hold puts (—).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 96Q4 22: 99Q1 23: 123Q2 23: 117Q3 23: 126Q4 23: 137Q1 24: 124Q2 24: 128Q3 24: 131Q4 24: 148Q1 25: 155Q2 25: 166166Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202296
Q4 202299
Q1 2023123
Q2 2023117
Q3 2023126
Q4 2023137
Q1 2024124
Q2 2024128
Q3 2024131
Q4 2024148
Q1 2025155
Q2 2025166

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 23: 42 bought or addedQ3 23: 60 cut or sold outQ4 23: 52 bought or addedQ4 23: 74 cut or sold outQ4 23Q1 24: 45 bought or addedQ1 24: 82 cut or sold outQ2 24: 51 bought or addedQ2 24: 63 cut or sold outQ2 24Q3 24: 61 bought or addedQ3 24: 49 cut or sold outQ4 24: 76 bought or addedQ4 24: 43 cut or sold outQ4 24Q1 25: 77 bought or addedQ1 25: 69 cut or sold outQ2 25: 97 bought or addedQ2 25: 58 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20234260
Q4 20235274
Q1 20244582
Q2 20245163
Q3 20246149
Q4 20247643
Q1 20257769
Q2 20259758

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$500k$1m$1.5mQ3 24 calls: $0Q3 24 puts: $0Q3 24P/C —Q4 24 calls: $0Q4 24 puts: $0Q4 24P/C —Q1 25 calls: $0Q1 25 puts: $0Q1 25P/C —Q2 25 calls: $1.2mQ2 25 puts: $0Q2 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2024$0$0—
Q4 2024$0$0—
Q1 2025$0$0—
Q2 2025$1.2m$00.00

Biggest buyers

JPMORGAN CHASE & CO Added +632,394+632.4k
Ascent Group, LLC Added +293,694+293.7k
Larson Financial Group LLC Added +262,806+262.8k
LPL Financial LLC Added +175,066+175.1k
AlphaCore Capital LLC Added +120,087+120.1k
SAGESPRING WEALTH PARTNERS, LLC Added +119,634+119.6k
Stokes Family Office, LLC Added +105,697+105.7k
JANE STREET GROUP, LLC New +82,503+82.5k
Private Advisor Group, LLC Added +50,577+50.6k
Stark Wealth Management LLC New +40,720+40.7k

Biggest sellers

FMR LLC Reduced -574,913-574.9k
Clearwater Capital Advisors, LLC Reduced -330,775-330.8k
Dynasty Wealth Management, LLC Reduced -121,805-121.8k
CWM, LLC Reduced -65,137-65.1k
PARK AVENUE SECURITIES LLC Sold out -38,892-38.9k
Avid Wealth Partners LLC Sold out -33,189-33.2k
Ullmann Wealth Partners Group, LLC Reduced -24,242-24.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -21,927-21.9k
Beacon Pointe Advisors, LLC Reduced -19,752-19.8k
PHILLIPS FINANCIAL MANAGEMENT, LLC Reduced -18,209-18.2k

Biggest calls

BANK OF AMERICA CORP /DE/ New $1.2m22.1k shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
International City Management Association Retirement Corp 13G · institution new · filed 2025-10-06 14.0% new 3.0m≈ $220.9m 2025-10-06

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 2,808,5102.8m $146.2m $146.2m 0.01% Added +632.4k +632,394
2 Strategic Financial Services, Inc. 5.25% of their portfolio UTICA, NY 1,875,7771.9m $97.7m $97.7m 5.25% Added +10.3k +10,305
3 SAGESPRING WEALTH PARTNERS, LLC 1.25% of their portfolio FRANKLIN, TN 1,110,9591.1m $57.8m $57.8m 1.25% Added +119.6k +119,634
4 Dynasty Wealth Management, LLC 0.87% of their portfolio ST. PETERSBURG, FL 978,931978.9k $51.0m $51.0m 0.87% Reduced -121.8k -121,805
5 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 948,036948.0k $49.4m $49.4m 0.01% Added +36.8k +36,812
6 FMR LLC 0.00% of their portfolio BOSTON, MA 868,756868.8k $45.2m $45.2m 0.00% Reduced -574.9k -574,913
7 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 847,260847.3k $44.1m $44.1m 0.00% Added +26.4k +26,390
8 Ascent Group, LLC 1.48% of their portfolio VIRGINIA BEACH, VA 728,491728.5k $37.9m $37.9m 1.48% Added +293.7k +293,694
9 CWM, LLC 0.13% of their portfolio OMAHA, NE 682,113682.1k $35.5m $35.5m 0.13% Reduced -65.1k -65,137
10 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 615,574615.6k $32.1m $32.1m 0.01% Reduced -10.7k -10,707
11 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 544,474544.5k $28.5m $28.5m 0.01% Added +34.0k +33,952
12 Pure Financial Advisors, LLC 0.47% of their portfolio SAN DIEGO, CA 512,987513.0k $26.7m $26.7m 0.47% Added +26.7k +26,697
13 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 413,787413.8k $21.5m $21.5m 0.01% Reduced -612 -612
14 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 398,070398.1k $20.7m $20.7m 0.01% Added +175.1k +175,066
15 Integrated Wealth Concepts LLC 0.17% of their portfolio WALTHAM, MA 325,214325.2k $16.9m $16.9m 0.17% Reduced -4.7k -4,654
16 Dynamic Advisor Solutions LLC 0.52% of their portfolio PHOENIX, AZ 323,584323.6k $16.8m $16.8m 0.52% Reduced -2.2k -2,245
17 Larson Financial Group LLC 0.59% of their portfolio ST LOUIS, MO 280,140280.1k $14.6m $14.6m 0.59% Added +262.8k +262,806
18 Stokes Family Office, LLC 1.33% of their portfolio NEW ORLEANS, LA 243,110243.1k $12.7m $12.7m 1.33% Added +105.7k +105,697
19 Frontier Asset Management, LLC 2.94% of their portfolio SHERIDAN, WY 207,421207.4k $10.8m $10.8m 2.94% Reduced -7.4k -7,427
20 Equitable Holdings, Inc. 0.08% of their portfolio NEW YORK, NY 197,085197.1k $10.3m $10.3m 0.08% Added +14.1k +14,105
21 MERCER GLOBAL ADVISORS INC /ADV 0.02% of their portfolio DENVER, CO 173,106173.1k $9.0m $9.0m 0.02% Reduced -15.3k -15,317
22 Hixon Zuercher, LLC 2.81% of their portfolio Findlay, OH 167,224167.2k $8.7m $8.7m 2.81% Added +2.4k +2,406
23 EXCHANGE TRADED CONCEPTS, LLC 0.10% of their portfolio Oklahoma City, OK 147,567147.6k $7.7m $7.7m 0.10% Reduced -4.0k -3,957
24 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 135,555135.6k $7.1m $7.1m 0.00% Reduced -874 -874
25 Foundations Investment Advisors, LLC 0.11% of their portfolio PHOENIX, AZ 134,948134.9k $7.0m $7.0m 0.11% Added +3.4k +3,405
26 Armbruster Capital Management, Inc. 1.26% of their portfolio PITTSFORD, NY 133,893133.9k $7.0m $7.0m 1.26% Added +2.2k +2,249
27 Callan Family Office, LLC 0.21% of their portfolio RADNOR, PA 128,808128.8k $6.7m $6.7m 0.21% Added +15.9k +15,904
28 AlphaCore Capital LLC 0.24% of their portfolio LA JOLLA, CA 120,365120.4k $6.3m $6.3m 0.24% Added +120.1k +120,087
29 Modern Wealth Management, LLC 0.14% of their portfolio KANSAS CITY, MO 107,905107.9k $5.6m $5.6m 0.14% Reduced -634 -634
30 Weil Company, Inc. 1.38% of their portfolio SAN DIEGO, CA 100,504100.5k $5.2m $5.2m 1.38% Added +28.8k +28,822
31 ARQ WEALTH ADVISORS, LLC 1.60% of their portfolio SCOTTSDALE, AZ 99,57799.6k $4.7m $4.7m 1.60% Unchanged
32 Federation des caisses Desjardins du Quebec 0.02% of their portfolio LEVIS, A8 99,08799.1k $5.2m $5.2m 0.02% Added +31.2k +31,160
33 RHS Financial, LLC 2.82% of their portfolio SAN FRANCISCO, CA 95,45395.5k $5.0m $5.0m 2.82% Added +25.4k +25,379
34 Ullmann Wealth Partners Group, LLC 0.57% of their portfolio JACKSONVILLE BEACH, FL 92,49392.5k $4.8m $4.8m 0.57% Reduced -24.2k -24,242
35 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 86,78586.8k $4.5m $4.5m 0.01% Reduced -1.4k -1,365
36 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 82,50382.5k $4.3m $4.3m 0.01% New
37 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 79,49479.5k $4.1m $4.1m 0.01% Added +20.8k +20,765
38 UNIQUE WEALTH, LLC 0.63% of their portfolio TAMPA, FL 75,28375.3k $3.9m $3.9m 0.63% Added +26.5k +26,494
39 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 73,89873.9k $3.8m $3.8m 0.02% Added +38.7k +38,681
40 PFG Advisors 0.15% of their portfolio Phoenix, AZ 62,99963.0k $3.3m $3.3m 0.15% Added +1.7k +1,706
41 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 60,76660.8k $3.2m $3.2m 0.02% Added +50.6k +50,577
42 Lansing Street Advisors 0.90% of their portfolio AMBLER, PA 57,93257.9k $3.0m $3.0m 0.90% Added +4.9k +4,904
43 OLD MISSION CAPITAL LLC 0.07% of their portfolio CHICAGO, IL 53,93153.9k $2.8m $2.8m 0.07% Added +10.3k +10,260
44 Keebeck Wealth Management 0.37% of their portfolio Chicago, IL 53,72153.7k $2.8m $2.8m 0.37% Reduced -855 -855
45 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 51,87551.9k $2.7m $2.7m 0.00% Reduced -2.3k -2,289
46 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 48,77548.8k $2.5m $2.5m 0.00% Added +872 +872
47 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 47,68447.7k $2.5m $2.5m 0.00% Added +2.2k +2,242
48 Beacon Pointe Advisors, LLC 0.03% of their portfolio NEWPORT BEACH, CA 47,53547.5k $2.5m $2.5m 0.03% Reduced -19.8k -19,752
49 UBS Group AG 0.00% of their portfolio ZURICH, V8 45,50845.5k $2.4m $2.4m 0.00% Added +11.7k +11,659
50 LifeGoal Investments, LLC 2.23% of their portfolio SARATOGA SPRINGS, NY 45,16045.2k $2.4m $2.4m 2.23% Added +6.7k +6,653
51 Mariner, LLC 0.00% of their portfolio Overland Park, KS 45,00745.0k $2.3m $2.3m 0.00% Added +3.9k +3,851
52 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 40,72040.7k $2.1m $2.1m 0.00% Added +4.7k +4,686
53 Stark Wealth Management LLC 2.92% of their portfolio Bethlehem, PA 40,72040.7k $2.0m $2.0m 2.92% New
54 Beirne Wealth Consulting Services, LLC 0.67% of their portfolio SHELTON, CT 39,74539.7k $2.1m $2.1m 0.67% Added +2.4k +2,442
55 Mullaney, Keating & Wright, Inc. 1.22% of their portfolio MIDDLETOWN, CT 38,67738.7k $1.9m $1.9m 1.22% Added +891 +891
56 FLOW TRADERS U.S. LLC 0.07% of their portfolio NEW YORK, NY 37,08837.1k $1.9m $1.9m 0.07% New
57 Quotient Wealth Partners, LLC 0.06% of their portfolio DALLAS, TX 36,39036.4k $1.9m $1.9m 0.06% Added +819 +819
58 5T Wealth, LLC 0.92% of their portfolio Napa, CA 34,82334.8k $1.8m $1.8m 0.92% Added +1.2k +1,241
59 Heck Capital Advisors, LLC 0.15% of their portfolio Rhinelander, WI 34,19334.2k $1.8m $1.8m 0.15% Added +3.4k +3,419
60 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 33,88633.9k $1.8m $1.8m 0.00% Added +2.0k +1,986
61 One Wealth Advisors, LLC 0.21% of their portfolio SAN FRANCISCO, CA 29,41929.4k $1.5m $1.5m 0.21% Added +5.1k +5,132
62 Kingsview Wealth Management, LLC 0.03% of their portfolio GRANTS PASS, OR 29,38629.4k $1.5m $1.5m 0.03% Reduced -287 -287
63 Robertson Stephens Wealth Management, LLC 0.05% of their portfolio San Francisco, CA 28,21128.2k $1.5m $1.5m 0.05% Added +8.4k +8,426
64 Stonebridge Wealth Management, LLC 1.31% of their portfolio OAK BROOK, IL 26,69726.7k $1.4m $1.4m 1.31% First filing
65 Farther Finance Advisors, LLC 0.03% of their portfolio SAN FRANCISCO, CA 25,54325.5k $1.3m $1.3m 0.03% Added +1.2k +1,180
66 Strategic Blueprint, LLC 0.06% of their portfolio ATLANTA, GA 24,24624.2k $1.3m $1.3m 0.06% Reduced -7.7k -7,725
67 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.09% of their portfolio FORT WAYNE, IN 23,74423.7k $1.2m $1.2m 0.09% Reduced -18.2k -18,209
68 KICKSTAND VENTURES, LLC. 0.29% of their portfolio PITTSFORD, NY 23,56423.6k $1.2m $1.2m 0.29% Added +1.8k +1,787
69 Horst & Graben Wealth Management LLC 0.20% of their portfolio PORTLAND, OR 22,82222.8k $1.2m $1.2m 0.20% Added +12.5k +12,451
70 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 22,64022.6k $1.2m $1.2m 0.01% Added +305 +305
71 GTS SECURITIES LLC 0.05% of their portfolio NEW YORK, NY 22,56522.6k $1.2m $1.2m 0.05% Reduced -6.9k -6,857
72 Cyndeo Wealth Partners, LLC 0.07% of their portfolio ST. PETERSBURG, FL 21,06021.1k $1.1m $1.1m 0.07% Reduced -1.1k -1,126
73 Hirtle & Co., LLC 0.04% of their portfolio WEST CONSHOHOCKEN, PA 20,96421.0k $1.1m $1.1m 0.04% Unchanged
74 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 20,59220.6k $1.1m $1.1m 0.00% Added +16.2k +16,231
75 Dentgroup LLC 0.73% of their portfolio BATON ROUGE, LA 20,26020.3k $1.1m $1.1m 0.73% New
76 Intrua Financial, LLC 0.15% of their portfolio Houston, TX 20,03620.0k $1.0m $1.0m 0.15% Added +15.7k +15,674
77 KINGSWOOD WEALTH ADVISORS, LLC 0.08% of their portfolio SAN DIEGO, CA 18,44518.4k $960.4k $960.4k 0.08% Added +6.3k +6,280
78 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 17,90917.9k $932.5k $932.5k 0.01% Added +770 +770
79 Clearwater Capital Advisors, LLC 0.08% of their portfolio HOFFMAN ESTATES, IL 17,35717.4k $903.8k $903.8k 0.08% Reduced -330.8k -330,775
80 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.02% of their portfolio LOS ANGELES, CA 16,91816.9k $880.9k $880.9k 0.02% Reduced -16.8k -16,812
81 TSA Wealth Managment LLC 0.31% of their portfolio HOUSTON, TX 16,03716.0k $835.0k $835.0k 0.31% Added +1.9k +1,944
82 Affinity Capital Advisors, LLC 0.14% of their portfolio BERKELEY, CA 15,53115.5k $808.7k $808.7k 0.14% Reduced -788 -788
83 WEALTH ALLIANCE, LLC 0.09% of their portfolio MELLVILLE, NY 15,29315.3k $796.3k $796.3k 0.09% Added +389 +389
84 First Citizens Financial Corp 0.43% of their portfolio MASON CITY, IA 14,84814.8k $773.1k $773.1k 0.43% Reduced -1.2k -1,223
85 Financial Freedom, LLC 0.40% of their portfolio CINCINNATI, OH 14,28014.3k $743.6k $743.6k 0.40% Added +2.1k +2,092
86 Empirical Asset Management, LLC 0.23% of their portfolio WELLESLEY, MA 14,16014.2k $737.3k $737.3k 0.23% Added +157 +157
87 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 14,10714.1k $734.6k $734.6k 0.00% Reduced -727 -727
88 WETZEL INVESTMENT ADVISORS, INC. 0.33% of their portfolio INDIANAPOLIS, IN 13,84413.8k $720.9k $720.9k 0.33% New
89 Compound Planning, Inc. 0.03% of their portfolio NEW YORK, NY 13,73113.7k $715.0k $715.0k 0.03% New
90 Cypress Wealth Services, LLC 0.12% of their portfolio PALM DESERT, CA 13,31913.3k $693.5k $693.5k 0.12% Reduced -1.3k -1,312
91 Williams & Novak, LLC 0.52% of their portfolio WESTLAKE VILLAGE, CA 11,82311.8k $615.6k $615.6k 0.52% Added +516 +516
92 BEACON FINANCIAL GROUP 0.06% of their portfolio DALLAS, TX 11,14711.1k $580.4k $580.4k 0.06% Added +451 +451
93 BOURGEON CAPITAL MANAGEMENT LLC 0.11% of their portfolio Darien, CT 10,90510.9k $567.8k $567.8k 0.11% Added +225 +225
94 Mayflower Financial Advisors, LLC 0.07% of their portfolio BOSTON, MA 9,8779.9k $514.3k $514.3k 0.07% Added +884 +884
95 KM Capital Management Ltd. 0.23% of their portfolio AUSTIN, TX 9,1259.1k $475.1k $475.1k 0.23% New
96 COMERICA BANK 0.00% of their portfolio DALLAS, TX 8,5138.5k $443.3k $443.3k 0.00% Added +7.9k +7,877
97 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 8,2568.3k $429.9k $429.9k 0.00% Reduced -2.8k -2,792
98 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 7,0927.1k $369.3k $369.3k 0.01% Reduced -209 -209
99 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 6,9627.0k $362.5k $362.5k 0.00% Reduced -3.4k -3,408
100 Aspire Private Capital, LLC 0.08% of their portfolio Cornelius, NC 6,8036.8k $354.2k $354.2k 0.08% Added +409 +409