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iShares MSCI Emerging Markets Small-Cap ETF

66 hedge funds and large institutions have $109M invested in iShares MSCI Emerging Markets Small-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 18

8% less funds holding

Funds holding: 7266 (-6)

9.6% less ownership

Funds ownership: 65.06%55.45% (-9.6%)

35% less capital invested

Capital invested by funds: $166M → $109M (-$57.4M)

40% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 15

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
66
Holders Change
-6
Holders Change %
-8.33%
% of All Funds
1.45%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
17
Reduced
18
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$742K +$169K +3,981 +29%
SB
27
Suntrust Banks
Georgia
$739K +$179K +4,204 +31%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$728K -$3.36K -79 -0.5%
PFA
29
Pure Financial Advisors
California
$705K +$164K +3,854 +30%
OIA
30
OneDigital Investment Advisors
Kansas
$538K -$108K -2,546 -17%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$537K +$7.28K +171 +1%
OFG
32
Omega Financial Group
California
$521K +$32.8K +770 +7%
Victory Capital Management
33
Victory Capital Management
Texas
$478K +$365K +8,575 +308%
ASN
34
Advisory Services Network
Georgia
$457K
FIMS
35
FBL Investment Management Services
Iowa
$402K
CT
36
Cambridge Trust
Massachusetts
$392K -$15.1K -356 -4%
AF
37
Advisornet Financial
Minnesota
$387K +$391K +9,196 New
MWM
38
Mission Wealth Management
California
$383K -$56.7K -1,333 -13%
Verition Fund Management
39
Verition Fund Management
Connecticut
$365K +$369K +8,661 New
KBFS
40
Kohmann Bosshard Financial Services
Ohio
$322K +$17.7K +415 +6%
CPIG
41
Chicago Partners Investment Group
Illinois
$305K
CRCP
42
Copper Rock Capital Partners
Massachusetts
$293K +$298K +7,000 New
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$259K -$48.9K -1,150 -16%
AA
44
Alesco Advisors
New York
$254K +$15.8K +371 +7%
FTUS
45
Flow Traders U.S.
New York
$239K +$242K +5,677 New
EAM
46
Evanson Asset Management
California
$219K
ADL
47
Asset Dedication LLC
California
$157K -$298 -7 -0.2%
UBS Group
48
UBS Group
Switzerland
$126K -$154K -3,623 -55%
NPP
49
New Potomac Partners
Maryland
$101K
FIB
50
First Interstate Bank
Montana
$56K

EEMS Hedge Fund Activity: Q3 2019 in Review

66 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets Small-Cap ETF (EEMS) for Q3 2019, worth a combined $109M — down 35% from $166M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of EEMS and 9 opened new positions — a net loss of 6 holders — while 18 trimmed existing stakes and 17 added.

The largest buyer was Jane Street, adding an estimated $4.26M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $22.4M sold.

  • 66 institutional investors held iShares MSCI Emerging Markets Small-Cap ETF (EEMS) as of Q3 2019, down from 72 in Q2 2019.
  • Funds reported $109M of iShares MSCI Emerging Markets Small-Cap ETF stock for Q3 2019, down 35% quarter-over-quarter.
  • 9 funds opened new iShares MSCI Emerging Markets Small-Cap ETF positions in Q3 2019 and 15 closed out, a net change of -6 holders.
  • The largest iShares MSCI Emerging Markets Small-Cap ETF buyer in Q3 2019 was Jane Street, an estimated $4.26M added.
  • The largest iShares MSCI Emerging Markets Small-Cap ETF seller in Q3 2019 was 1832 Asset Management, an estimated $22.4M sold.

Based on aggregated 13F filings for Q3 2019.