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iShares MSCI Emerging Markets Small-Cap ETF

116 hedge funds and large institutions have $270M invested in iShares MSCI Emerging Markets Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 37 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
-6
Holders Change %
-4.92%
% of All Funds
1.69%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
7
Increased
37
Reduced
33
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CPWM
26
Cypress Point Wealth Management
Texas
$2.46M -$9.35K -153 -0.4%
HCA
27
Heck Capital Advisors
Wisconsin
$2.42M -$1.81M -29,649 -43%
SFS
28
Sowell Financial Services
Arkansas
$2.34M -$60K -982 -3%
VR
29
Valued Retirements
Texas
$2.22M -$25.7K -421 -1%
OIA
30
OneDigital Investment Advisors
Kansas
$2.13M -$7.58K -124 -0.4%
UBS Group
31
UBS Group
Switzerland
$2.11M +$57.1K +934 +3%
SFC
32
Swisher Financial Concepts
Ohio
$2.09M +$29.2K +476 +1%
PFA
33
Pure Financial Advisors
California
$1.76M -$17.4K -284 -1%
FWP
34
Falcon Wealth Planning
California
$1.64M -$247K -4,039 -13%
FTUS
35
Flow Traders U.S.
New York
$1.62M +$1.62M +26,437 New
DAS
36
Dynamic Advisor Solutions
Arizona
$1.59M -$32.8K -536 -2%
WN
37
Williams & Novak
California
$1.54M +$50.3K +823 +3%
SWA
38
Sax Wealth Advisors
New Jersey
$1.53M +$612K +10,008 +66%
JIC
39
Johnson Investment Counsel
Ohio
$1.4M
EWM
40
Empirical Wealth Management
Washington
$1.25M -$97.5K -1,595 -7%
Loomis, Sayles & Company
41
Loomis, Sayles & Company
Massachusetts
$1.18M
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$1.17M +$170K +2,780 +17%
CFGS
43
Concourse Financial Group Securities
Alabama
$1.04M +$230K +3,766 +28%
R
44
Rebalance
California
$1.04M
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$1.02M +$469K +7,666 +85%
PFA
46
Pathway Financial Advisors
Vermont
$1.02M -$79.6K -1,303 -7%
Victory Capital Management
47
Victory Capital Management
Texas
$1.01M +$486K +7,950 +93%
CHAM
48
Clear Harbor Asset Management
Connecticut
$994K +$84.4K +1,381 +9%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$934K +$41.6K +681 +5%
MCCA
50
Mill Creek Capital Advisors
Pennsylvania
$878K