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iShares MSCI Emerging Markets Small-Cap ETF
EEMS

103 hedge funds and large institutions have $194M invested in iShares MSCI Emerging Markets Small-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 30 increasing their positions, 37 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.56% more ownership

Funds ownership: 62.94% → 63.51% (+0.56%)

7% less capital invested

Capital invested by funds: $209M → $194M (-$14.3M)

16% less funds holding

Funds holding: 123 → 103 (-20)

19% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 37

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

85% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 20

Holders
103
Holders Change
-20
Holders Change %
-16.26%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
3
Increased
30
Reduced
37
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
+$10.8M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.25M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.16M
4
CCA
Checchi Capital Advisers
California
+$711K
5
Raymond James Financial
Raymond James Financial
Florida
+$631K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$6.81M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.39M
3
ECM
Evergreen Capital Management
Washington
-$1.46M
4
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
-$1.43M
5
VR
Valued Retirements
Texas
-$1.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$1.84M +$1.25M +21,894 +195%
UBS Group
27
UBS Group
Switzerland
$1.68M -$125K -2,204 -7%
PFA
28
Pathway Financial Advisors
Vermont
$1.66M +$579K +10,164 +51%
SWA
29
Sax Wealth Advisors
New Jersey
$1.45M -$40.7K -714 -3%
OIA
30
OneDigital Investment Advisors
Kansas
$1.4M -$393K -6,894 -21%
PFA
31
Pure Financial Advisors
California
$1.36M -$85K -1,493 -6%
WN
32
Williams & Novak
California
$1.19M -$107K -1,882 -8%
CHAM
33
Clear Harbor Asset Management
Connecticut
$1.07M +$86.5K +1,520 +9%
EWM
34
Empirical Wealth Management
Washington
$1.02M -$44.1K -775 -4%
R
35
Rebalance
California
$1.02M – – –
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$961K +$68.8K +1,209 +8%
FTUS
37
Flow Traders U.S.
New York
$910K -$1.2M -21,083 -56%
FWP
38
Falcon Wealth Planning
California
$840K -$54.4K -955 -6%
Osaic Holdings
39
Osaic Holdings
Arizona
$776K +$508K +8,924 +178%
BlackRock
40
BlackRock
New York
$764K +$26K +457 +3%
GP
41
Guardian Partners
Canada
$718K +$320K +5,624 +80%
NFP
42
NorthLanding Financial Partners
New York
$695K -$8.6K -151 -1%
Focus Partners Wealth
43
Focus Partners Wealth
Massachusetts
$677K +$444K +7,794 +178%
PWM
44
Perigon Wealth Management
California
$614K – – –
VCM
45
Virtue Capital Management
Tennessee
$588K +$3.42K +60 +0.6%
MCCA
46
Mill Creek Capital Advisors
Pennsylvania
$585K -$219K -3,850 -27%
TCOTS
47
Trust Company of the South
North Carolina
$578K – – –
Victory Capital Management
48
Victory Capital Management
Texas
$568K -$1.17M -20,589 -67%
CCM
49
Coldstream Capital Management
Washington
$548K -$74.1K -1,301 -12%
VR
50
Valued Retirements
Texas
$538K -$1.25M -21,957 -69%
1
2
3 4 5

EEMS Hedge Fund Activity: Q1 2025 in Review

103 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets Small-Cap ETF (EEMS) for Q1 2025, worth a combined $194M — down 6.8% from $209M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of EEMS and 3 opened new positions — a net loss of 17 holders — while 37 trimmed existing stakes and 30 added.

The largest buyer was Old Mission Capital, adding an estimated $10.8M. The largest seller was Morgan Stanley, cutting an estimated $6.81M.

  • 103 institutional investors held iShares MSCI Emerging Markets Small-Cap ETF (EEMS) as of Q1 2025, down from 123 in Q4 2024.
  • Funds reported $194M of iShares MSCI Emerging Markets Small-Cap ETF stock for Q1 2025, down 6.8% quarter-over-quarter.
  • 3 funds opened new iShares MSCI Emerging Markets Small-Cap ETF positions in Q1 2025 and 20 closed out, a net change of -17 holders.
  • The largest iShares MSCI Emerging Markets Small-Cap ETF buyer in Q1 2025 was Old Mission Capital, an estimated $10.8M added.
  • The largest iShares MSCI Emerging Markets Small-Cap ETF seller in Q1 2025 was Morgan Stanley, an estimated $6.81M sold.

Based on aggregated 13F filings for Q1 2025.