iShares MSCI Emerging Markets Small-Cap ETF
EEMS
83 hedge funds and large institutions have $167M invested in iShares MSCI Emerging Markets Small-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 11 closing their positions.
109% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 11
55% more capital invested
Capital invested by funds: $108M → $167M (+$59.2M)
20.41% more ownership
Funds ownership: 43.06% → 63.47% (+20%)
15% more funds holding
Funds holding: 72 → 83 (+11)
18% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
+$38.9M |
| 2 |
3AM
3D Asset Management
Hartford,
Connecticut
|
+$17.4M |
| 3 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
+$5.84M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.49M |
| 5 |
AA
AlphaMark Advisors
Ft. Wright,
Kentucky
|
+$3.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brown Advisory
Baltimore,
Maryland
|
-$3.69M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$2.39M |
| 3 |
FIMS
FBL Investment Management Services
West Des Moines,
Iowa
|
-$2.36M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$1.54M |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$985K |
EEMS Hedge Fund Activity: Q4 2018 in Review
83 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets Small-Cap ETF (EEMS) for Q4 2018, worth a combined $167M — up 55% from $108M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new EEMS positions and 11 closed out — a net gain of 12 holders — while 23 added to existing stakes and 28 trimmed.
The largest buyer was Choate Investment Advisors, opening a new position worth an estimated $38.9M. The largest seller was Brown Advisory, exiting entirely with an estimated $3.69M sold.
- 83 institutional investors held iShares MSCI Emerging Markets Small-Cap ETF (EEMS) as of Q4 2018, up from 72 in Q3 2018.
- Funds reported $167M of iShares MSCI Emerging Markets Small-Cap ETF stock for Q4 2018, up 55% quarter-over-quarter.
- 23 funds opened new iShares MSCI Emerging Markets Small-Cap ETF positions in Q4 2018 and 11 closed out, a net change of +12 holders.
- The largest iShares MSCI Emerging Markets Small-Cap ETF buyer in Q4 2018 was Choate Investment Advisors, an estimated $38.9M added.
- The largest iShares MSCI Emerging Markets Small-Cap ETF seller in Q4 2018 was Brown Advisory, an estimated $3.69M sold.
Based on aggregated 13F filings for Q4 2018.