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iShares MSCI Emerging Markets Small-Cap ETF
EEMS

Overview Fund Activity

75 hedge funds and large institutions have $214M invested in iShares MSCI Emerging Markets Small-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+15
Holders Change %
+25%
% of All Funds
1.72%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
18
Increased
23
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
+$15.2M
2
Morgan Stanley
Morgan Stanley
New York
+$5.99M
3
Stifel Financial
Stifel Financial
Missouri
+$3.16M
4
OMC
Old Mission Capital
Illinois
+$2.46M
5
CCA
Checchi Capital Advisers
California
+$1.96M

Top Sellers

1
CIA
Choate Investment Advisors
Massachusetts
-$5.01M
2
Jane Street
Jane Street
New York
-$4.39M
3
CRCP
Copper Rock Capital Partners
Massachusetts
-$2.73M
4
FCH
Freestone Capital Holdings
Washington
-$1.67M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$917K
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$101K +$101K +1,900 New
LWCFA
52
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$60K +$60K +1,125 New
EWM
53
Endurance Wealth Management
Rhode Island
$53K +$53K +1,000 New
Victory Capital Management
54
Victory Capital Management
Texas
$50K +$13.8K +258 +38%
LFA
55
Legacy Financial Advisors
Kentucky
$46K +$850 +16 +2%
IIC
56
Integrated Investment Consultants
Michigan
$42K +$42K +778 New
GT
57
Glenmede Trust
Pennsylvania
$29K – – –
William Blair & Company
58
William Blair & Company
Illinois
$27K +$27K +500 New
AF
59
Allworth Financial
California
$25K – – –
SPIA
60
Steward Partners Investment Advisory
New York
$21K – – –
WCM
61
Wealthcare Capital Management
Virginia
$21K – – –
WAM
62
Wealthspire Advisors (Maryland)
Maryland
$19K – – –
BCI
63
Brinker Capital Investments
Pennsylvania
$19K +$7.23K +137 +61%
CIBC Private Wealth Group
64
CIBC Private Wealth Group
Georgia
$19K +$19K +360 New
PAI
65
Pittenger & Anderson Inc
Nebraska
$16K +$16K +300 New
LTFS
66
Ladenburg Thalmann Financial Services
Florida
$14K +$3.15K +58 +29%
QCG
67
Quadrant Capital Group
Ohio
$11K – – –
CHP
68
Cable Hill Partners
Oregon
$11K – – –
TIM
69
Tortoise Investment Management
New York
$10K – – –
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$9K – – –
CCM
71
Cribstone Capital Management
Maine
$8K – – –
Manulife (Manufacturers Life Insurance)
72
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6K – – –
IA
73
IFP Advisors
Florida
$5K – – –
IWM
74
IHT Wealth Management
Illinois
$2K – – –
FCH
75
Freestone Capital Holdings
Washington
– -$1.67M -31,498 Closed
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