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iShares MSCI Emerging Markets Small-Cap ETF

101 hedge funds and large institutions have $308M invested in iShares MSCI Emerging Markets Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 36 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more capital invested

Capital invested by funds: $194M → $308M (+$113M)

24% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 29

17.62% more ownership

Funds ownership: 63.51%81.12% (+18%)

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 103101 (-2)

Holders
101
Holders Change
-2
Holders Change %
-1.94%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
36
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
26
Sax Wealth Advisors
New Jersey
$2.41M +$660K +11,126 +43%
CPWM
27
Cypress Point Wealth Management
Texas
$2.24M +$950 +16 +0%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$1.9M -$797K -13,432 -31%
UBS Group
29
UBS Group
Switzerland
$1.88M -$72.3K -1,218 -4%
PFA
30
Pure Financial Advisors
California
$1.64M +$42.1K +710 +3%
OIA
31
OneDigital Investment Advisors
Kansas
$1.61M -$25.6K -431 -2%
CHAM
32
Clear Harbor Asset Management
Connecticut
$1.31M +$55.6K +936 +5%
WN
33
Williams & Novak
California
$1.3M -$56.9K -958 -5%
R
34
Rebalance
California
$1.2M +$7.42K +125 +0.7%
EWM
35
Empirical Wealth Management
Washington
$1.16M -$29.7K -501 -3%
BlackRock
36
BlackRock
New York
$1.01M +$112K +1,894 +14%
Osaic Holdings
37
Osaic Holdings
Arizona
$916K +$9.67K +163 +1%
NFP
38
NorthLanding Financial Partners
New York
$865K +$50.1K +844 +7%
GP
39
Guardian Partners
Canada
$821K
FTUS
40
Flow Traders U.S.
New York
$792K -$247K -4,161 -25%
Focus Partners Wealth
41
Focus Partners Wealth
Massachusetts
$789K
FWP
42
Falcon Wealth Planning
California
$786K -$178K -2,992 -20%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$773K -$1.26M -21,182 -64%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$763K -$327K -5,515 -32%
PWM
45
Perigon Wealth Management
California
$718K +$2.31K +39 +0.4%
MCCA
46
Mill Creek Capital Advisors
Pennsylvania
$682K
TCOTS
47
Trust Company of the South
North Carolina
$674K
VR
48
Valued Retirements
Texas
$622K -$4.75K -80 -0.8%
ASN
49
Advisory Services Network
Georgia
$600K
SQA
50
Simon Quick Advisors
New Jersey
$579K +$712 +12 +0.1%

EEMS Hedge Fund Activity: Q2 2025 in Review

101 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets Small-Cap ETF (EEMS) for Q2 2025, worth a combined $308M — up 58% from $194M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EEMS positions and 7 closed out — a net gain of 1 holder — while 36 added to existing stakes and 29 trimmed.

The largest buyer was Connor, Clark & Lunn Investment Management (CC&L), opening a new position worth an estimated $45.7M. The largest seller was Old Mission Capital, exiting entirely with an estimated $18.7M sold.

  • 101 institutional investors held iShares MSCI Emerging Markets Small-Cap ETF (EEMS) as of Q2 2025, down from 103 in Q1 2025.
  • Funds reported $308M of iShares MSCI Emerging Markets Small-Cap ETF stock for Q2 2025, up 58% quarter-over-quarter.
  • 8 funds opened new iShares MSCI Emerging Markets Small-Cap ETF positions in Q2 2025 and 7 closed out, a net change of +1 holder.
  • The largest iShares MSCI Emerging Markets Small-Cap ETF buyer in Q2 2025 was Connor, Clark & Lunn Investment Management (CC&L), an estimated $45.7M added.
  • The largest iShares MSCI Emerging Markets Small-Cap ETF seller in Q2 2025 was Old Mission Capital, an estimated $18.7M sold.

Based on aggregated 13F filings for Q2 2025.