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iShares MSCI Emerging Markets Small-Cap ETF

117 hedge funds and large institutions have $248M invested in iShares MSCI Emerging Markets Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+12
Holders Change %
+11.43%
% of All Funds
1.72%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
18
Increased
40
Reduced
26
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
51
Coldstream Capital Management
Washington
$658K +$201K +3,481 +44%
CHAM
52
Clear Harbor Asset Management
Connecticut
$620K +$61.9K +1,071 +11%
TCOTS
53
Trust Company of the South
North Carolina
$601K +$601K +10,395 New
Osaic Holdings
54
Osaic Holdings
Arizona
$571K -$35.4K -613 -6%
KM
55
Kabouter Management
Illinois
$567K
PPW
56
Parcion Private Wealth
Washington
$559K -$595K -10,301 -52%
MWM
57
Merriman Wealth Management
Washington
$556K
SQA
58
Simon Quick Advisors
New Jersey
$548K +$3.47K +60 +0.6%
ASN
59
Advisory Services Network
Georgia
$532K +$4.05K +70 +0.8%
MRC
60
Millburn Ridgefield Corp
New York
$503K +$10.5K +181 +2%
LFA
61
Legacy Financial Advisors
Kentucky
$499K +$68.9K +1,191 +16%
US Bancorp
62
US Bancorp
Minnesota
$448K
MGW
63
MB Generational Wealth
Washington
$442K +$442K +7,645 New
Ameriprise
64
Ameriprise
Minnesota
$438K -$14.7K -255 -3%
RLIM
65
Red Lighthouse Investment Management
New York
$434K
TFM
66
Trademark Financial Management
Minnesota
$411K +$411K +7,114 New
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$401K +$1.97K +34 +0.5%
IFA
68
Index Fund Advisors
California
$387K +$1.79K +31 +0.5%
GCA
69
Guardian Capital Advisors
Ontario, Canada
$382K
BW
70
BIP Wealth
Georgia
$338K -$11.7K -203 -3%
BTI
71
Blue Trust Inc
Georgia
$315K +$4.64K +85 +1%
IA
72
Insight Advisors
Pennsylvania
$297K +$297K +5,138 New
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$288K -$45.3K -783 -14%
Corient Private Wealth
74
Corient Private Wealth
Florida
$284K -$105K -1,815 -27%
FIB
75
First Interstate Bank
Montana
$284K