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iShares MSCI Emerging Markets Small-Cap ETF

114 hedge funds and large institutions have $266M invested in iShares MSCI Emerging Markets Small-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 39 increasing their positions, 35 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

11% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 35

4% more funds holding

Funds holding: 110114 (+4)

0.24% more ownership

Funds ownership: 72.65%72.89% (+0.24%)

3% less capital invested

Capital invested by funds: $274M → $266M (-$8.48M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
114
Holders Change
+4
Holders Change %
+3.64%
% of All Funds
1.79%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
9
Increased
39
Reduced
35
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TA
76
TFB Advisors
Kansas
$239K +$231K +4,457 New
BSW
77
Buckingham Strategic Wealth
Missouri
$234K
PFA
78
Pathway Financial Advisors
Vermont
$221K
CAM
79
ClariVest Asset Management
California
$216K
BTI
80
Blue Trust Inc
Georgia
$209K -$753K -14,530 -78%
CAAS
81
Capital Asset Advisory Services
Michigan
$208K +$193K +3,735 New
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$184K +$3.06K +59 +2%
GIA
83
GHP Investment Advisors
Colorado
$154K
JP Morgan Chase
84
JP Morgan Chase
New York
$149K +$6.53K +126 +5%
TIM
85
Tortoise Investment Management
New York
$135K
MCA
86
Maryland Capital Advisors
Maryland
$99.6K +$155 +3 +0.2%
GRP
87
Global Retirement Partners
California
$86.7K +$259 +5 +0.3%
NA
88
NewEdge Advisors
Louisiana
$80.4K
BWL
89
Bogart Wealth LLC
Virginia
$55.2K +$363 +7 +0.7%
ASBI
90
American State Bank (Iowa)
Iowa
$49.8K
AF
91
Advisornet Financial
Minnesota
$36.6K -$455K -8,778 -93%
National Bank of Canada
92
National Bank of Canada
Quebec, Canada
$36.5K
PGAM
93
Princeton Global Asset Management
New Jersey
$35.4K
EBA
94
Eagle Bay Advisors
New York
$34.5K
ADL
95
Asset Dedication LLC
California
$32K
DI
96
Disciplined Investments
Oklahoma
$30.3K -$2.38K -46 -8%
William Blair & Company
97
William Blair & Company
Illinois
$26.8K
LF
98
Lee Financial
Texas
$26K
SPIA
99
Steward Partners Investment Advisory
New York
$25.6K
BWA
100
BDO Wealth Advisors
Florida
$24.1K

EEMS Hedge Fund Activity: Q2 2023 in Review

114 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets Small-Cap ETF (EEMS) for Q2 2023, worth a combined $266M — down 3.1% from $274M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new EEMS positions and 5 closed out — a net gain of 4 holders — while 39 added to existing stakes and 35 trimmed.

The largest buyer was Jane Street, adding an estimated $18.2M. The largest seller was Parcion Private Wealth, cutting an estimated $30.7M.

  • 114 institutional investors held iShares MSCI Emerging Markets Small-Cap ETF (EEMS) as of Q2 2023, up from 110 in Q1 2023.
  • Funds reported $266M of iShares MSCI Emerging Markets Small-Cap ETF stock for Q2 2023, down 3.1% quarter-over-quarter.
  • 9 funds opened new iShares MSCI Emerging Markets Small-Cap ETF positions in Q2 2023 and 5 closed out, a net change of +4 holders.
  • The largest iShares MSCI Emerging Markets Small-Cap ETF buyer in Q2 2023 was Jane Street, an estimated $18.2M added.
  • The largest iShares MSCI Emerging Markets Small-Cap ETF seller in Q2 2023 was Parcion Private Wealth, an estimated $30.7M sold.

Based on aggregated 13F filings for Q2 2023.