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iShares MSCI Emerging Markets Small-Cap ETF
EEMS

Overview Fund Activity

69 hedge funds and large institutions have $108M invested in iShares MSCI Emerging Markets Small-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+3
Holders Change %
+4.55%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
24
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$5.14M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.82M
3
Truist Financial
Truist Financial
North Carolina
+$816K
4
EOJOAM
E. Ohman J:or Asset Management
Sweden
+$697K
5
Creative Planning
Creative Planning
Kansas
+$626K

Top Sellers

1
M&T Bank
M&T Bank
New York
-$4.13M
2
BCI
Brinker Capital Investments
Pennsylvania
-$4.03M
3
HIM
Hillsdale Investment Management
Ontario, Canada
-$3.39M
4
Jane Street
Jane Street
New York
-$2.72M
5
CIA
Choate Investment Advisors
Massachusetts
-$1.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
51
Asset Dedication LLC
California
$174K +$9.23K +210 +6%
UBS Group
52
UBS Group
Switzerland
$136K +$1.08K +24 +0.8%
CHAM
53
Clear Harbor Asset Management
Connecticut
$122K +$122K +2,689 New
NPP
54
New Potomac Partners
Maryland
$109K – – –
FIB
55
First Interstate Bank
Montana
$60K – – –
IA
56
IFP Advisors
Florida
$39K +$353 +8 +0.9%
GT
57
Glenmede Trust
Pennsylvania
$24K – – –
William Blair & Company
58
William Blair & Company
Illinois
$23K – – –
LF
59
Lee Financial
Texas
$22K – – –
WAP
60
Wealthcare Advisory Partners
Pennsylvania
$18K – – –
AG
61
Advisor Group
Arizona
$17K -$37.4K -847 -69%
DI
62
Disciplined Investments
Oklahoma
$14K +$14K +311 New
SPIA
63
Steward Partners Investment Advisory
New York
$12K – – –
AA
64
Advisory Alpha
Michigan
$8.44K +$185 +4 +2%
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$8K – – –
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$7K – – –
NFG
67
Next Financial Group
Texas
$5K – – –
AF
68
Allworth Financial
California
$2K – – –
Fidelity Investments
69
Fidelity Investments
Massachusetts
$1K -$1.69K -44 -63%
M&T Bank
70
M&T Bank
New York
– -$4.13M -98,135 Closed
BCI
71
Brinker Capital Investments
Pennsylvania
– -$4.03M -95,800 Closed
Thrivent Financial for Lutherans
72
Thrivent Financial for Lutherans
Minnesota
– -$1.11M -26,238 Closed
FHA
73
Flagship Harbor Advisors
Massachusetts
– -$19K -466 Closed
FAAS
74
First Allied Advisory Services
California
– -$16K -381 Closed
EWM
75
Elmwood Wealth Management
California
– -$11K -250 Closed
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