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iShares MSCI Emerging Markets Small-Cap ETF
EEMS

Overview Fund Activity

66 hedge funds and large institutions have $109M invested in iShares MSCI Emerging Markets Small-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
-6
Holders Change %
-8.33%
% of All Funds
1.45%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
17
Reduced
18
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$4.22M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$1.11M
3
Creative Planning
Creative Planning
Kansas
+$797K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$595K
5
3AM
3D Asset Management
Connecticut
+$508K

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$22.4M
2
MFM
MD Financial Management
Ontario, Canada
-$15.1M
3
UCFA
United Capital Financial Advisors
Texas
-$7.72M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$7.59M
5
CIA
Choate Investment Advisors
Massachusetts
-$6.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
51
Advisor Group
Arizona
$52K -$7.72K -183 -13%
IA
52
IFP Advisors
Florida
$37K +$37K +876 New
William Blair & Company
53
William Blair & Company
Illinois
$21K – – –
LF
54
Lee Financial
Texas
$20K – – –
FHA
55
Flagship Harbor Advisors
Massachusetts
$19K – – –
WAP
56
Wealthcare Advisory Partners
Pennsylvania
$17K +$11.5K +271 +212%
FAAS
57
First Allied Advisory Services
California
$16K +$16K +381 New
SPIA
58
Steward Partners Investment Advisory
New York
$11K – – –
EWM
59
Elmwood Wealth Management
California
$11K – – –
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$8K – – –
AA
61
Advisory Alpha
Michigan
$7.53K +$7.53K +179 New
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$7K – – –
NFG
63
Next Financial Group
Texas
$5K – – –
Fidelity Investments
64
Fidelity Investments
Massachusetts
$3K -$5.23K -122 -64%
AF
65
Allworth Financial
California
$2K – – –
GT
66
Glenmede Trust
Pennsylvania
$23 – – –
1832 Asset Management
67
1832 Asset Management
Ontario, Canada
– -$22.4M -504,510 Closed
MFM
68
MD Financial Management
Ontario, Canada
– -$15.1M -339,506 Closed
UCFA
69
United Capital Financial Advisors
Texas
– -$7.72M -173,901 Closed
Wellington Management Group
70
Wellington Management Group
Massachusetts
– -$1.08M -24,395 Closed
RCAG
71
Rehmann Capital Advisory Group
Michigan
– -$397K -8,938 Closed
CL
72
CPWM LLC
Washington
– -$226K -5,099 Closed
GAM
73
Gould Asset Management
California
– -$210K -4,735 Closed
LGWM
74
Litman Gregory Wealth Management
California
– -$43K -960 Closed
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
– -$40K -900 Closed
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