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iShares MSCI Emerging Markets Small-Cap ETF
EEMS

Overview Fund Activity

122 hedge funds and large institutions have $235M invested in iShares MSCI Emerging Markets Small-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
+5
Holders Change %
+4.27%
% of All Funds
1.77%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
13
Increased
32
Reduced
40
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HIM
Hillsdale Investment Management
Ontario, Canada
+$12.4M
2
FIS
Fischer Investment Strategies
California
+$3.79M
3
ECM
Evergreen Capital Management
Washington
+$2.72M
4
Goldman Sachs
Goldman Sachs
New York
+$2.29M
5
OMC
Old Mission Capital
Illinois
+$1.15M

Top Sellers

1
Jane Street
Jane Street
New York
-$19.6M
2
Morgan Stanley
Morgan Stanley
New York
-$6.47M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$4.19M
4
HighTower Advisors
HighTower Advisors
Illinois
-$3.17M
5
Citadel Advisors
Citadel Advisors
Florida
-$3.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
26
Sowell Financial Services
Arkansas
$2.31M -$62.8K -1,068 -3%
Goldman Sachs
27
Goldman Sachs
New York
$2.29M +$2.29M +38,892 New
VR
28
Valued Retirements
Texas
$2.16M +$9.12K +155 +0.4%
OIA
29
OneDigital Investment Advisors
Kansas
$2.06M +$47.4K +805 +2%
SFC
30
Swisher Financial Concepts
Ohio
$1.99M +$169K +2,836 +9%
UBS Group
31
UBS Group
Switzerland
$1.98M -$20.3K -345 -1%
FWP
32
Falcon Wealth Planning
California
$1.82M -$307K -5,221 -14%
PFA
33
Pure Financial Advisors
California
$1.71M -$30.2K -514 -2%
HighTower Advisors
34
HighTower Advisors
Illinois
$1.61M -$3.17M -53,777 -66%
DAS
35
Dynamic Advisor Solutions
Arizona
$1.56M +$72.6K +1,234 +5%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$1.41M +$436K +7,415 +45%
WN
37
Williams & Novak
California
$1.41M – – –
JIC
38
Johnson Investment Counsel
Ohio
$1.35M – – –
EWM
39
Empirical Wealth Management
Washington
$1.3M -$3.3K -56 -0.3%
OMC
40
Old Mission Capital
Illinois
$1.15M +$1.15M +19,535 New
Loomis, Sayles & Company
41
Loomis, Sayles & Company
Massachusetts
$1.13M – – –
PFA
42
Pathway Financial Advisors
Vermont
$1.06M – – –
R
43
Rebalance
California
$997K – – –
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$959K +$167K +2,841 +21%
SWA
45
Sax Wealth Advisors
New Jersey
$886K +$886K +15,061 New
CHAM
46
Clear Harbor Asset Management
Connecticut
$876K +$245K +4,165 +39%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$859K +$859K +14,600 New
MCCA
48
Mill Creek Capital Advisors
Pennsylvania
$846K – – –
CFGS
49
Concourse Financial Group Securities
Alabama
$779K +$622K +10,566 +395%
KM
50
Kabouter Management
Illinois
$727K +$148K +2,517 +26%
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