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iShares MSCI Emerging Markets Small-Cap ETF
EEMS

Overview Fund Activity

109 hedge funds and large institutions have $274M invested in iShares MSCI Emerging Markets Small-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+1
Holders Change %
+0.93%
% of All Funds
1.74%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
10
Increased
36
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MML Investors Services
MML Investors Services
Massachusetts
+$3.85M
2
LPL Financial
LPL Financial
California
+$3.53M
3
PPW
Parcion Private Wealth
Washington
+$2.78M
4
OMC
Old Mission Capital
Illinois
+$1.84M
5
Jane Street
Jane Street
New York
+$1.36M

Top Sellers

1
BlackRock
BlackRock
New York
-$3.06M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$2.17M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.47M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.4M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
76
Pathway Financial Advisors
Vermont
$208K -$790K -15,676 -79%
CAM
77
ClariVest Asset Management
California
$204K +$76.8K +1,521 +60%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$170K +$57.3K +1,137 +51%
GIA
79
GHP Investment Advisors
Colorado
$142K – – –
JPMorgan Chase & Co
80
JPMorgan Chase & Co
New York
$134K +$2.01K +40 +2%
TIM
81
Tortoise Investment Management
New York
$127K – – –
MCA
82
Maryland Capital Advisors
Maryland
$93.5K -$5.69K -113 -6%
GRP
83
Global Retirement Partners
California
$81.7K – – –
NA
84
NewEdge Advisors
Louisiana
$75.6K -$50 -1 -0.1%
BWL
85
Bogart Wealth LLC
Virginia
$51.6K – – –
National Bank of Canada
86
National Bank of Canada
Quebec, Canada
$34.3K – – –
PGAM
87
Princeton Global Asset Management
New Jersey
$33.2K – – –
AF
88
Allworth Financial
California
$32.4K – – –
EBA
89
Eagle Bay Advisors
New York
$32.4K – – –
DI
90
Disciplined Investments
Oklahoma
$30.8K -$1.26K -25 -4%
ADL
91
Asset Dedication LLC
California
$30K – – –
BAM
92
Belpointe Asset Management
Nevada
$26.3K -$1.56K -31 -6%
William Blair & Company
93
William Blair & Company
Illinois
$25.2K – – –
LF
94
Lee Financial
Texas
$24.5K – – –
SPIA
95
Steward Partners Investment Advisory
New York
$24K -$151 -3 -0.6%
BWA
96
BDO Wealth Advisors
Florida
$22.7K – – –
Kayne Anderson Rudnick Investment Management
97
Kayne Anderson Rudnick Investment Management
California
$16.4K -$2.17M -42,860 -99%
MLA
98
MB, Levis & Associates
Pennsylvania
$14K – – –
LFG
99
Larson Financial Group
Missouri
$13.9K – – –
GT
100
Glenmede Trust
Pennsylvania
$10.6K – – –
1 2 3
4
5