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iShares MSCI Emerging Markets Small-Cap ETF
EEMS

Overview Fund Activity

80 hedge funds and large institutions have $184M invested in iShares MSCI Emerging Markets Small-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 28 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
-3
Holders Change %
-3.61%
% of All Funds
1.73%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
13
Increased
18
Reduced
28
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$21.6M
2
BCI
Brinker Capital Investments
Pennsylvania
+$4.31M
3
FIMS
FBL Investment Management Services
Iowa
+$2.27M
4
TYCC
Texas Yale Capital Corp
Florida
+$2.14M
5
MRC
Millburn Ridgefield Corp
New York
+$2.03M

Top Sellers

1
CIA
Choate Investment Advisors
Massachusetts
-$9.19M
2
Aviva
Aviva
United Kingdom
-$5.13M
3
Stifel Financial
Stifel Financial
Missouri
-$5.11M
4
BFEC
Benjamin F. Edwards & Company
Missouri
-$1.81M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
NPP
51
New Potomac Partners
Maryland
$137K – – –
AG
52
Advisor Group
Arizona
$63K +$33.9K +760 +117%
FIB
53
First Interstate Bank
Montana
$60K – – –
Victory Capital Management
54
Victory Capital Management
Texas
$54K -$139K -3,065 -72%
LFA
55
Legacy Financial Advisors
Kentucky
$44K -$4.26K -95 -9%
LGWM
56
Litman Gregory Wealth Management
California
$43K – – –
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$41K – – –
William Blair & Company
58
William Blair & Company
Illinois
$23K – – –
IA
59
IFP Advisors
Florida
$22K -$24.1K -540 -52%
LF
60
Lee Financial
Texas
$22K +$22K +486 New
FHA
61
Flagship Harbor Advisors
Massachusetts
$20K – – –
WAM
62
Wealthspire Advisors (Maryland)
Maryland
$16K – – –
PAI
63
Pittenger & Anderson Inc
Nebraska
$14K – – –
Fidelity Investments
64
Fidelity Investments
Massachusetts
$12K +$8.75K +191 +269%
EWM
65
Elmwood Wealth Management
California
$11K – – –
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$8K +$8K +121 New
AA
67
Advisory Alpha
Michigan
$7.68K +$7.68K +178 New
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$7K – – –
CCM
69
Cribstone Capital Management
Maine
$7K – – –
WAP
70
Wealthcare Advisory Partners
Pennsylvania
$6K -$4.5K -96 -43%
TIM
71
Tortoise Investment Management
New York
$5K – – –
EWM
72
Endurance Wealth Management
Rhode Island
$5K – – –
AF
73
Advisornet Financial
Minnesota
$4K – – –
AF
74
Allworth Financial
California
$2K -$7.85K -204 -80%
Barclays
75
Barclays
United Kingdom
$2K – – –
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3
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