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iShares MSCI Emerging Markets Small-Cap ETF

72 hedge funds and large institutions have $108M invested in iShares MSCI Emerging Markets Small-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 23

8% less funds holding

Funds holding: 7872 (-6)

15.75% less ownership

Funds ownership: 58.81%43.06% (-16%)

36% less capital invested

Capital invested by funds: $168M → $108M (-$59.9M)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
72
Holders Change
-6
Holders Change %
-7.69%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
25
Reduced
23
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$972K +$175K +3,706 +21%
RJA
27
Raymond James & Associates
Florida
$852K -$131K -2,776 -13%
FTUS
28
Flow Traders U.S.
New York
$805K +$493K +10,462 +147%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$794K +$3.4K +72 +0.4%
CT
30
Cambridge Trust
Massachusetts
$628K -$62.4K -1,323 -9%
MWM
31
Mission Wealth Management
California
$612K -$189 -4 -0%
PFA
32
Pure Financial Advisors
California
$473K +$487K +10,330 New
OMC
33
Old Mission Capital
Illinois
$449K -$1.15M -24,440 -71%
SPC
34
Sigma Planning Corp
Michigan
$386K -$117K -2,476 -23%
ADL
35
Asset Dedication LLC
California
$351K +$46.5K +987 +15%
LPL Financial
36
LPL Financial
California
$349K -$9.67K -205 -3%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$317K -$5.99K -127 -2%
AG
38
Advisor Group
Arizona
$303K +$77.2K +1,638 +33%
RCAG
39
Rehmann Capital Advisory Group
Michigan
$266K +$13.8K +292 +5%
Verition Fund Management
40
Verition Fund Management
Connecticut
$265K +$70.8K +1,502 +35%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$261K -$18.2K -386 -6%
EAM
42
Evanson Asset Management
California
$238K
RW
43
Rand Wealth
Maryland
$220K +$227K +4,814 New
GAM
44
Gould Asset Management
California
$218K -$6.13K -130 -3%
Bank of America
45
Bank of America
North Carolina
$211K -$35K -742 -14%
CAN
46
Cetera Advisor Networks
California
$211K +$217K +4,603 New
AA
47
Alesco Advisors
New York
$208K -$26.6K -564 -11%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$205K -$370K -7,852 -64%
JP Morgan Chase
49
JP Morgan Chase
New York
$142K +$3.91K +83 +3%
NPP
50
New Potomac Partners
Maryland
$140K

EEMS Hedge Fund Activity: Q3 2018 in Review

72 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets Small-Cap ETF (EEMS) for Q3 2018, worth a combined $108M — down 36% from $168M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of EEMS and 7 opened new positions — a net loss of 6 holders — while 23 trimmed existing stakes and 25 added.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $8.26M. The largest seller was Choate Investment Advisors, exiting entirely with an estimated $72.8M sold.

  • 72 institutional investors held iShares MSCI Emerging Markets Small-Cap ETF (EEMS) as of Q3 2018, down from 78 in Q2 2018.
  • Funds reported $108M of iShares MSCI Emerging Markets Small-Cap ETF stock for Q3 2018, down 36% quarter-over-quarter.
  • 7 funds opened new iShares MSCI Emerging Markets Small-Cap ETF positions in Q3 2018 and 13 closed out, a net change of -6 holders.
  • The largest iShares MSCI Emerging Markets Small-Cap ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $8.26M added.
  • The largest iShares MSCI Emerging Markets Small-Cap ETF seller in Q3 2018 was Choate Investment Advisors, an estimated $72.8M sold.

Based on aggregated 13F filings for Q3 2018.