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iShares MSCI Emerging Markets Small-Cap ETF
EEMS

Overview Fund Activity

83 hedge funds and large institutions have $213M invested in iShares MSCI Emerging Markets Small-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+11
Holders Change %
+15.28%
% of All Funds
1.46%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
19
Increased
22
Reduced
21
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPW
Parcion Private Wealth
Washington
+$14.4M
2
Bank of America
Bank of America
North Carolina
+$10.5M
3
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
+$7.32M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$3.98M
5
Citadel Advisors
Citadel Advisors
Florida
+$3.2M

Top Sellers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$2.01M
2
Victory Capital Management
Victory Capital Management
Texas
-$827K
3
EWM
Empirical Wealth Management
Washington
-$601K
4
Legal & General Group
Legal & General Group
United Kingdom
-$598K
5
OIA
OneDigital Investment Advisors
Kansas
-$379K
Name Holding Trade Value Shares
Change 		Shares
Change %
OFG
26
Omega Financial Group
California
$1.73M -$81.2K -1,412 -4%
PPA
27
Parametric Portfolio Associates
Washington
$1.59M +$294K +5,108 +23%
JWM
28
JFG Wealth Management
Colorado
$1.44M +$69.8K +1,214 +5%
EWM
29
Empirical Wealth Management
Washington
$1.33M -$601K -10,452 -31%
UBS Group
30
UBS Group
Switzerland
$1.13M +$267K +4,641 +31%
AF
31
Advisornet Financial
Minnesota
$865K +$358K +6,229 +71%
MWM
32
Merriman Wealth Management
Washington
$733K – – –
LPL Financial
33
LPL Financial
California
$710K -$9.77K -170 -1%
KBFS
34
Kohmann Bosshard Financial Services
Ohio
$704K – – –
ERSOT
35
Employees Retirement System of Texas
Texas
$604K – – –
Prudential Financial
36
Prudential Financial
New Jersey
$604K – – –
SPC
37
Sigma Planning Corp
Michigan
$578K +$116K +2,017 +25%
GI
38
Glovista Investments
New Jersey
$508K +$508K +8,940 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$391K – – –
Bank of New York Mellon
40
Bank of New York Mellon
New York
$371K -$332K -5,782 -47%
Victory Capital Management
41
Victory Capital Management
Texas
$345K -$827K -14,394 -71%
CHAM
42
Clear Harbor Asset Management
Connecticut
$345K +$345K +6,006 New
Morgan Stanley
43
Morgan Stanley
New York
$343K +$44.6K +775 +15%
CIBC World Market
44
CIBC World Market
Ontario, Canada
$319K +$42.7K +743 +15%
GL
45
Graypoint LLC
New York
$314K +$314K +5,468 New
PWM
46
Perigon Wealth Management
California
$299K +$31.4K +545 +12%
ASN
47
Advisory Services Network
Georgia
$292K +$95.8K +1,665 +49%
Nuveen Asset Management
48
Nuveen Asset Management
Illinois
$287K – – –
SIC
49
Samalin Investment Counsel
New York
$276K +$18.6K +324 +7%
EAM
50
Evanson Asset Management
California
$273K – – –
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