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iShares MSCI Emerging Markets Small-Cap ETF
EEMS

123 hedge funds and large institutions have $209M invested in iShares MSCI Emerging Markets Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

8% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 36

1% more funds holding

Funds holding: 122 → 123 (+1)

2.55% less ownership

Funds ownership: 65.5% → 62.94% (-2.6%)

17% less capital invested

Capital invested by funds: $251M → $209M (-$42.1M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
123
Holders Change
+1
Holders Change %
+0.82%
% of All Funds
1.62%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
13
Increased
39
Reduced
36
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CCA
Checchi Capital Advisers
California
+$3.74M
2
Victory Capital Management
Victory Capital Management
Texas
+$1.46M
3
FTUS
Flow Traders U.S.
New York
+$1.39M
4
Morgan Stanley
Morgan Stanley
New York
+$1.03M
5
Wells Fargo
Wells Fargo
California
+$860K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$7.2M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$4.83M
3
HIM
Hillsdale Investment Management
Ontario, Canada
-$4.7M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.18M
5
OMC
Old Mission Capital
Illinois
-$2.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
51
Virtue Capital Management
Tennessee
$611K +$6.88K +113 +1%
TCOTS
52
Trust Company of the South
North Carolina
$604K – – –
MWM
53
Merriman Wealth Management
Washington
$559K – – –
ASN
54
Advisory Services Network
Georgia
$544K -$609 -10 -0.1%
SQA
55
Simon Quick Advisors
New Jersey
$519K +$2.44K +40 +0.5%
NA
56
Nottingham Advisors
New York
$482K – – –
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$469K +$19.1K +314 +4%
BW
58
BIP Wealth
Georgia
$456K +$127K +2,086 +36%
US Bancorp
59
US Bancorp
Minnesota
$451K – – –
MGW
60
MB Generational Wealth
Washington
$444K – – –
Corient Private Wealth
61
Corient Private Wealth
Florida
$442K – – –
FW
62
FullCircle Wealth
Texas
$437K -$180K -2,957 -28%
TIM
63
Thor Investment Management
Ohio
$432K +$40.4K +663 +10%
RLIM
64
Red Lighthouse Investment Management
New York
$409K – – –
GP
65
Guardian Partners
Canada
$408K +$429K +7,050 New
IFA
66
Index Fund Advisors
California
$389K +$1.64K +27 +0.4%
BAM
67
Belpointe Asset Management
Nevada
$336K +$4.26K +70 +1%
AWM
68
Avior Wealth Management
Nebraska
$325K +$7.19K +118 +2%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$295K – – –
Osaic Holdings
70
Osaic Holdings
Arizona
$293K +$9.68K +159 +3%
PPW
71
Parcion Private Wealth
Washington
$292K -$670 -11 -0.2%
GAM
72
Gould Asset Management
California
$284K – – –
TFM
73
Trademark Financial Management
Minnesota
$273K -$56.8K -932 -17%
FIB
74
First Interstate Bank
Montana
$271K – – –
Focus Partners Wealth
75
Focus Partners Wealth
Massachusetts
$254K – – –
1 2
3
4 5

EEMS Hedge Fund Activity: Q4 2024 in Review

123 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets Small-Cap ETF (EEMS) for Q4 2024, worth a combined $209M — down 17% from $251M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new EEMS positions and 10 closed out — a net gain of 3 holders — while 39 added to existing stakes and 36 trimmed.

The largest buyer was Checchi Capital Advisers, adding an estimated $3.74M. The largest seller was Jane Street, cutting an estimated $7.2M.

  • 123 institutional investors held iShares MSCI Emerging Markets Small-Cap ETF (EEMS) as of Q4 2024, up from 122 in Q3 2024.
  • Funds reported $209M of iShares MSCI Emerging Markets Small-Cap ETF stock for Q4 2024, down 17% quarter-over-quarter.
  • 13 funds opened new iShares MSCI Emerging Markets Small-Cap ETF positions in Q4 2024 and 10 closed out, a net change of +3 holders.
  • The largest iShares MSCI Emerging Markets Small-Cap ETF buyer in Q4 2024 was Checchi Capital Advisers, an estimated $3.74M added.
  • The largest iShares MSCI Emerging Markets Small-Cap ETF seller in Q4 2024 was Jane Street, an estimated $7.2M sold.

Based on aggregated 13F filings for Q4 2024.