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iShares MSCI Emerging Markets Small-Cap ETF
EEMS

Overview Fund Activity

108 hedge funds and large institutions have $242M invested in iShares MSCI Emerging Markets Small-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 36 increasing their positions, 30 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+15
Holders Change %
+16.13%
% of All Funds
1.74%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
23
Increased
36
Reduced
30
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$10.8M
2
Jane Street
Jane Street
New York
$9.69M
3
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
$10.7M
4
PPW
Parcion Private Wealth
Washington
$27.6M
5
OMC
Old Mission Capital
Illinois
$2.87M

Top Sellers

1
BlackRock
BlackRock
New York
$15.1M
2
Bank of America
Bank of America
North Carolina
$6.96M
3
Wells Fargo
Wells Fargo
California
$4.65M
4
HAC
Harbor Advisory Corp
New Hampshire
$1.59M
5
SFSG
Sound Financial Strategies Group
Mississippi
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$1.92M +$384K +7,951 +25%
CPWM
27
Cypress Point Wealth Management
Texas
$1.83M +$810K +16,784 +79%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.77M +$1.39M +28,716 +363%
HAC
29
Harbor Advisory Corp
New Hampshire
$1.59M -$1.57M -32,545 -50%
PFA
30
Pure Financial Advisors
California
$1.48M +$104K +2,160 +8%
EWM
31
Empirical Wealth Management
Washington
$1.47M +$41.3K +856 +3%
LPL Financial
32
LPL Financial
California
$1.34M -$58.7K -1,216 -4%
FWP
33
Falcon Wealth Planning
California
$1.22M +$827K +17,120 +210%
JIC
34
Johnson Investment Counsel
Ohio
$1.1M +$1.1M +22,875 New
PFA
35
Pathway Financial Advisors
Vermont
$956K +$956K +19,806 New
AWS
36
Atria Wealth Solutions
New York
$914K +$547K +11,333 +149%
R
37
Rebalance
California
$904K +$904K +18,715 New
FTUS
38
Flow Traders U.S.
New York
$863K +$863K +17,870 New
MCCA
39
Mill Creek Capital Advisors
Pennsylvania
$815K +$815K +16,879 New
Victory Capital Management
40
Victory Capital Management
Texas
$791K +$281K +5,820 +55%
Ameriprise
41
Ameriprise
Minnesota
$681K +$337K +6,975 +98%
VCM
42
Virtue Capital Management
Tennessee
$629K +$629K +13,031 New
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$602K +$602K +12,474 New
NFP
44
NorthLanding Financial Partners
New York
$598K -$2.36K -49 -0.4%
PWM
45
Perigon Wealth Management
California
$538K +$296K +6,136 +122%
MWM
46
Merriman Wealth Management
Washington
$536K – – –
BTI
47
Blue Trust Inc
Georgia
$535K +$282K +6,226 +112%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$480K +$480K +9,949 New
RJA
49
Raymond James & Associates
Florida
$478K -$628K -13,000 -57%
AF
50
Advisornet Financial
Minnesota
$468K -$499K -10,332 -52%
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