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iShares MSCI Emerging Markets Small-Cap ETF
EEMS

Overview Fund Activity

113 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
Holders
113
Holders Change
+4
Holders Change %
+3.67%
% of All Funds
1.78%
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
–

Top Buyers

1
Jane Street
Jane Street
New York
+$18.8M
2
CCA
Checchi Capital Advisers
California
+$3.92M
3
VA
Valmark Advisers
Ohio
+$3.2M
4
HAC
Harbor Advisory Corp
New Hampshire
+$1.62M
5
DAS
Dynamic Advisor Solutions
Arizona
+$1.15M

Top Sellers

1
PPW
Parcion Private Wealth
Washington
-$31.7M
2
Citadel Advisors
Citadel Advisors
Florida
-$9.67M
3
BlackRock
BlackRock
New York
-$7.25M
4
OMC
Old Mission Capital
Illinois
-$3.06M
5
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
-$3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
76
TFB Advisors
Kansas
$239K +$239K +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 -$732K -14,530 -78%
CAAS
81
Capital Asset Advisory Services
Michigan
$208K +$208K +3,735 New
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$184K +$3.16K +59 +2%
GIA
83
GHP Investment Advisors
Colorado
$154K – – –
JPMorgan Chase & Co
84
JPMorgan Chase & Co
New York
$149K +$6.75K +126 +5%
TIM
85
Tortoise Investment Management
New York
$135K – – –
MCA
86
Maryland Capital Advisors
Maryland
$99.6K +$161 +3 +0.2%
GRP
87
Global Retirement Partners
California
$86.7K +$268 +5 +0.3%
NA
88
NewEdge Advisors
Louisiana
$80.4K – – –
BWL
89
Bogart Wealth LLC
Virginia
$55.2K +$375 +7 +0.7%
AF
90
Advisornet Financial
Minnesota
$36.6K -$470K -8,778 -93%
National Bank of Canada
91
National Bank of Canada
Quebec, Canada
$36.5K – – –
PGAM
92
Princeton Global Asset Management
New Jersey
$35.4K – – –
EBA
93
Eagle Bay Advisors
New York
$34.5K – – –
ADL
94
Asset Dedication LLC
California
$32K – – –
DI
95
Disciplined Investments
Oklahoma
$30.3K -$2.47K -46 -8%
William Blair & Company
96
William Blair & Company
Illinois
$26.8K – – –
LF
97
Lee Financial
Texas
$26K – – –
SPIA
98
Steward Partners Investment Advisory
New York
$25.6K – – –
BWA
99
BDO Wealth Advisors
Florida
$24.1K – – –
AF
100
Allworth Financial
California
$16.2K -$18.3K -342 -53%
1 2 3
4
5