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iShares MSCI Emerging Markets Small-Cap ETF
EEMS

Overview Fund Activity

120 hedge funds and large institutions have $250M invested in iShares MSCI Emerging Markets Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+4
Holders Change %
+3.45%
% of All Funds
1.74%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
12
Increased
36
Reduced
35
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$5.96M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$5.09M
3
LPL Financial
LPL Financial
California
+$2.87M
4
Morgan Stanley
Morgan Stanley
New York
+$2.25M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$1.12M

Top Sellers

1
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
-$12M
2
OMC
Old Mission Capital
Illinois
-$10.4M
3
Jane Street
Jane Street
New York
-$9.59M
4
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
-$4.55M
5
FIS
Fischer Investment Strategies
California
-$2.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPWM
26
Cypress Point Wealth Management
Texas
$2.51M -$54.9K -860 -2%
UBS Group
27
UBS Group
Switzerland
$2.44M +$236K +3,706 +11%
SFS
28
Sowell Financial Services
Arkansas
$2.4M -$43.3K -679 -2%
HCA
29
Heck Capital Advisors
Wisconsin
$2.35M -$168K -2,634 -7%
VR
30
Valued Retirements
Texas
$2.24M -$78.7K -1,233 -3%
SFC
31
Swisher Financial Concepts
Ohio
$2.12M -$22.5K -357 -1%
OIA
32
OneDigital Investment Advisors
Kansas
$2.07M -$154K -2,422 -7%
SWA
33
Sax Wealth Advisors
New Jersey
$2.06M +$464K +7,267 +29%
PFA
34
Pure Financial Advisors
California
$1.69M -$142K -2,227 -8%
WN
35
Williams & Novak
California
$1.49M -$115K -1,802 -7%
CFGS
36
Concourse Financial Group Securities
Alabama
$1.37M +$280K +4,390 +26%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$1.29M +$76.6K +1,201 +6%
EWM
38
Empirical Wealth Management
Washington
$1.23M -$80.4K -1,261 -6%
R
39
Rebalance
California
$1.15M +$65.4K +1,026 +6%
CHAM
40
Clear Harbor Asset Management
Connecticut
$1.08M +$44K +690 +4%
PFA
41
Pathway Financial Advisors
Vermont
$1.07M – – –
FWP
42
Falcon Wealth Planning
California
$1.04M -$671K -10,513 -39%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$949K +$95.6K +1,499 +11%
FTUS
44
Flow Traders U.S.
New York
$938K -$749K -11,737 -44%
MCCA
45
Mill Creek Capital Advisors
Pennsylvania
$917K -$64 -1 -0%
Ameriprise
46
Ameriprise
Minnesota
$837K +$120K +1,885 +17%
NFP
47
NorthLanding Financial Partners
New York
$788K +$2.87K +45 +0.4%
CCM
48
Coldstream Capital Management
Washington
$750K +$55.6K +871 +8%
PWM
49
Perigon Wealth Management
California
$736K – – –
VCM
50
Virtue Capital Management
Tennessee
$663K +$1.28K +20 +0.2%
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