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iShares MSCI Emerging Markets Small-Cap ETF
EEMS

Overview Fund Activity

117 hedge funds and large institutions have $248M invested in iShares MSCI Emerging Markets Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+12
Holders Change %
+11.43%
% of All Funds
1.72%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
18
Increased
40
Reduced
26
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$25.5M
2
Morgan Stanley
Morgan Stanley
New York
+$10.4M
3
Bank of America
Bank of America
North Carolina
+$4.82M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$4.09M
5
HCA
Heck Capital Advisors
Wisconsin
+$3.77M

Top Sellers

1
State Street
State Street
Massachusetts
-$9.22M
2
CCA
Checchi Capital Advisers
California
-$7.27M
3
BlackRock
BlackRock
New York
-$4.73M
4
LPL Financial
LPL Financial
California
-$4.07M
5
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
-$1.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
Victory Capital Management
26
Victory Capital Management
Texas
$2.36M +$1.96M +33,951 +492%
SFS
27
Sowell Financial Services
Arkansas
$2.33M +$27.9K +482 +1%
LPL Financial
28
LPL Financial
California
$2.21M -$4.07M -70,344 -65%
VR
29
Valued Retirements
Texas
$2.12M +$2.12M +36,608 New
FWP
30
Falcon Wealth Planning
California
$2.09M +$755K +13,061 +57%
OIA
31
OneDigital Investment Advisors
Kansas
$1.98M -$276K -4,771 -12%
UBS Group
32
UBS Group
Switzerland
$1.96M -$129K -2,237 -6%
SFC
33
Swisher Financial Concepts
Ohio
$1.73M +$1.73M +30,656 New
PFA
34
Pure Financial Advisors
California
$1.71M +$15.6K +270 +0.9%
DAS
35
Dynamic Advisor Solutions
Arizona
$1.45M +$136K +2,363 +10%
WN
36
Williams & Novak
California
$1.41M +$1.41M +24,343 New
JIC
37
Johnson Investment Counsel
Ohio
$1.32M – – –
EWM
38
Empirical Wealth Management
Washington
$1.28M -$304K -5,259 -19%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$1.2M +$796K +13,757 +196%
Loomis, Sayles & Company
40
Loomis, Sayles & Company
Massachusetts
$1.11M +$1.11M +19,224 New
PFA
41
Pathway Financial Advisors
Vermont
$1.04M +$816K +14,110 +363%
R
42
Rebalance
California
$980K -$102K -1,771 -9%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$955K +$656K +11,346 +219%
FTUS
44
Flow Traders U.S.
New York
$870K +$423K +7,316 +95%
MCCA
45
Mill Creek Capital Advisors
Pennsylvania
$831K – – –
VCM
46
Virtue Capital Management
Tennessee
$781K -$62K -1,081 -7%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$777K -$4.51K -78 -0.6%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$670K +$416K +7,199 +164%
NFP
49
NorthLanding Financial Partners
New York
$669K +$5.55K +96 +0.8%
PWM
50
Perigon Wealth Management
California
$666K +$7.69K +133 +1%
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