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iShares MSCI Emerging Markets Small-Cap ETF
EEMS

Overview Fund Activity

109 hedge funds and large institutions have $274M invested in iShares MSCI Emerging Markets Small-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+1
Holders Change %
+0.93%
% of All Funds
1.74%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
10
Increased
36
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MML Investors Services
MML Investors Services
Massachusetts
+$3.85M
2
LPL Financial
LPL Financial
California
+$3.53M
3
PPW
Parcion Private Wealth
Washington
+$2.78M
4
OMC
Old Mission Capital
Illinois
+$1.84M
5
Jane Street
Jane Street
New York
+$1.36M

Top Sellers

1
BlackRock
BlackRock
New York
-$3.06M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$2.17M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.47M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.4M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAC
26
Harbor Advisory Corp
New Hampshire
$2.08M +$421K +8,357 +25%
SFS
27
Sowell Financial Services
Arkansas
$2.06M +$8.77K +174 +0.4%
CPWM
28
Cypress Point Wealth Management
Texas
$2M +$92.7K +1,840 +5%
UBS Group
29
UBS Group
Switzerland
$1.59M -$413K -8,205 -21%
PFA
30
Pure Financial Advisors
California
$1.52M -$30.9K -613 -2%
FTUS
31
Flow Traders U.S.
New York
$1.49M +$589K +11,693 +65%
EWM
32
Empirical Wealth Management
Washington
$1.4M -$133K -2,640 -9%
FWP
33
Falcon Wealth Planning
California
$1.24M -$27.9K -554 -2%
JIC
34
Johnson Investment Counsel
Ohio
$1.15M – – –
AWS
35
Atria Wealth Solutions
New York
$980K +$27.2K +540 +3%
R
36
Rebalance
California
$943K – – –
BTI
37
Blue Trust Inc
Georgia
$902K +$332K +6,884 +58%
MCCA
38
Mill Creek Capital Advisors
Pennsylvania
$850K +$50 +1 +0%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$743K +$743K +14,745 New
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$647K +$18.5K +368 +3%
NFP
41
NorthLanding Financial Partners
New York
$612K -$12.5K -249 -2%
VCM
42
Virtue Capital Management
Tennessee
$601K -$50.7K -1,015 -8%
PWM
43
Perigon Wealth Management
California
$562K – – –
LWM
44
Liberty Wealth Management
California
$525K +$525K +10,423 New
KM
45
Kabouter Management
Illinois
$508K +$508K +10,115 New
VA
46
Valmark Advisers
Ohio
$496K +$231K +4,584 +87%
MWM
47
Merriman Wealth Management
Washington
$488K -$72.1K -1,431 -13%
AF
48
Advisornet Financial
Minnesota
$477K -$11.7K -233 -2%
ASN
49
Advisory Services Network
Georgia
$460K – – –
Victory Capital Management
50
Victory Capital Management
Texas
$442K -$383K -7,609 -46%
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