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iShares MSCI Emerging Markets Small-Cap ETF
EEMS

Overview Fund Activity

122 hedge funds and large institutions have $235M invested in iShares MSCI Emerging Markets Small-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
+5
Holders Change %
+4.27%
% of All Funds
1.77%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
13
Increased
32
Reduced
40
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HIM
Hillsdale Investment Management
Ontario, Canada
+$12.4M
2
FIS
Fischer Investment Strategies
California
+$3.79M
3
ECM
Evergreen Capital Management
Washington
+$2.72M
4
Goldman Sachs
Goldman Sachs
New York
+$2.29M
5
OMC
Old Mission Capital
Illinois
+$1.15M

Top Sellers

1
Jane Street
Jane Street
New York
-$19.6M
2
Morgan Stanley
Morgan Stanley
New York
-$6.47M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$4.19M
4
HighTower Advisors
HighTower Advisors
Illinois
-$3.17M
5
Citadel Advisors
Citadel Advisors
Florida
-$3.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFP
51
NorthLanding Financial Partners
New York
$719K +$38.3K +651 +6%
VCM
52
Virtue Capital Management
Tennessee
$702K -$99.9K -1,696 -12%
PWM
53
Perigon Wealth Management
California
$678K – – –
TCOTS
54
Trust Company of the South
North Carolina
$612K – – –
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$608K -$74.5K -1,265 -11%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$572K +$163K +2,775 +40%
MWM
57
Merriman Wealth Management
Washington
$566K – – –
SQA
58
Simon Quick Advisors
New Jersey
$558K – – –
ASN
59
Advisory Services Network
Georgia
$553K +$11.8K +200 +2%
CCM
60
Coldstream Capital Management
Washington
$537K -$133K -2,253 -20%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$533K -$691K -11,733 -56%
LFA
62
Legacy Financial Advisors
Kentucky
$518K +$10.5K +178 +2%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$517K +$224K +3,814 +77%
MRC
64
Millburn Ridgefield Corp
New York
$512K – – –
Victory Capital Management
65
Victory Capital Management
Texas
$505K -$1.9M -32,257 -79%
Ameriprise
66
Ameriprise
Minnesota
$504K +$57.9K +983 +13%
US Bancorp
67
US Bancorp
Minnesota
$456K – – –
MGW
68
MB Generational Wealth
Washington
$450K – – –
Corient Private Wealth
69
Corient Private Wealth
Florida
$448K +$158K +2,691 +55%
TFM
70
Trademark Financial Management
Minnesota
$439K +$20K +339 +5%
RLIM
71
Red Lighthouse Investment Management
New York
$414K -$27.7K -470 -6%
SPC
72
Sigma Planning Corp
Michigan
$413K +$169K +2,869 +69%
GCA
73
Guardian Capital Advisors
Ontario, Canada
$407K +$24.3K +420 +6%
IFA
74
Index Fund Advisors
California
$394K -$353 -6 -0.1%
PPW
75
Parcion Private Wealth
Washington
$368K -$200K -3,403 -35%
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