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iShares MSCI Emerging Markets Small-Cap ETF
EEMS

Overview Fund Activity

120 hedge funds and large institutions have $250M invested in iShares MSCI Emerging Markets Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+4
Holders Change %
+3.45%
% of All Funds
1.74%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
12
Increased
36
Reduced
35
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$5.96M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$5.09M
3
LPL Financial
LPL Financial
California
+$2.87M
4
Morgan Stanley
Morgan Stanley
New York
+$2.25M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$1.12M

Top Sellers

1
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
-$12M
2
OMC
Old Mission Capital
Illinois
-$10.4M
3
Jane Street
Jane Street
New York
-$9.59M
4
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
-$4.55M
5
FIS
Fischer Investment Strategies
California
-$2.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOTS
51
Trust Company of the South
North Carolina
$663K – – –
FW
52
FullCircle Wealth
Texas
$648K +$648K +10,558 New
BlackRock
53
BlackRock
New York
$645K +$7.53K +118 +1%
Jones Financial Companies
54
Jones Financial Companies
Missouri
$620K +$199K +3,096 +47%
MWM
55
Merriman Wealth Management
Washington
$614K – – –
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$596K +$7.34K +115 +1%
ASN
57
Advisory Services Network
Georgia
$573K – – –
SQA
58
Simon Quick Advisors
New Jersey
$567K -$6.7K -105 -1%
MRC
59
Millburn Ridgefield Corp
New York
$557K – – –
NA
60
Nottingham Advisors
New York
$529K +$529K +8,297 New
US Bancorp
61
US Bancorp
Minnesota
$494K – – –
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$494K +$31.6K +496 +7%
MGW
63
MB Generational Wealth
Washington
$488K – – –
Corient Private Wealth
64
Corient Private Wealth
Florida
$485K – – –
GCA
65
Guardian Capital Advisors
Ontario, Canada
$449K – – –
RLIM
66
Red Lighthouse Investment Management
New York
$449K – – –
Victory Capital Management
67
Victory Capital Management
Texas
$431K -$624K -9,784 -59%
IFA
68
Index Fund Advisors
California
$426K – – –
BW
69
BIP Wealth
Georgia
$367K – – –
TFM
70
Trademark Financial Management
Minnesota
$359K -$15.9K -249 -4%
FIS
71
Fischer Investment Strategies
California
$353K -$2.71M -42,407 -88%
AWM
72
Avior Wealth Management
Nebraska
$349K – – –
BAM
73
Belpointe Asset Management
Nevada
$342K +$342K +5,361 New
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$324K -$741K -11,627 -70%
PPW
75
Parcion Private Wealth
Washington
$321K +$15.9K +250 +5%
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