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iShares MSCI Emerging Markets Small-Cap ETF
EEMS

Overview Fund Activity

117 hedge funds and large institutions have $248M invested in iShares MSCI Emerging Markets Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+12
Holders Change %
+11.43%
% of All Funds
1.72%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
18
Increased
40
Reduced
26
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$25.5M
2
Morgan Stanley
Morgan Stanley
New York
+$10.4M
3
Bank of America
Bank of America
North Carolina
+$4.82M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$4.09M
5
HCA
Heck Capital Advisors
Wisconsin
+$3.77M

Top Sellers

1
State Street
State Street
Massachusetts
-$9.22M
2
CCA
Checchi Capital Advisers
California
-$7.27M
3
BlackRock
BlackRock
New York
-$4.73M
4
LPL Financial
LPL Financial
California
-$4.07M
5
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
-$1.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
76
Gould Asset Management
California
$283K -$6.07K -105 -2%
KBFS
77
Kohmann Bosshard Financial Services
Ohio
$269K -$10.2K -176 -4%
TA
78
TFB Advisors
Kansas
$258K +$258K +4,457 New
BSW
79
Buckingham Strategic Wealth
Missouri
$253K – – –
CIBC World Market
80
CIBC World Market
Ontario, Canada
$248K -$121K -2,086 -33%
SPC
81
Sigma Planning Corp
Michigan
$240K -$162K -2,800 -40%
CAM
82
ClariVest Asset Management
California
$224K -$2.54K -44 -1%
SIC
83
Samalin Investment Counsel
New York
$207K +$207K +3,579 New
GIA
84
GHP Investment Advisors
Colorado
$162K – – –
CFGS
85
Concourse Financial Group Securities
Alabama
$155K +$155K +2,678 New
TIM
86
Tortoise Investment Management
New York
$146K – – –
GRP
87
Global Retirement Partners
California
$112K +$21.1K +374 +23%
MCA
88
Maryland Capital Advisors
Maryland
$92.7K – – –
NA
89
NewEdge Advisors
Louisiana
$86.7K – – –
BWL
90
Bogart Wealth LLC
Virginia
$60.8K +$1.21K +21 +2%
Comerica Bank
91
Comerica Bank
Texas
$53.9K -$2.54K -44 -5%
National Bank of Canada
92
National Bank of Canada
Quebec, Canada
$38.9K – – –
AF
93
Advisornet Financial
Minnesota
$38.9K +$38.9K +673 New
PGAM
94
Princeton Global Asset Management
New Jersey
$38.2K – – –
ADL
95
Asset Dedication LLC
California
$35K – – –
William Blair & Company
96
William Blair & Company
Illinois
$28.9K – – –
LF
97
Lee Financial
Texas
$28.1K – – –
GJIA
98
Glass Jacobson Investment Advisors
Maryland
$28.1K +$28.1K +486 New
SPIA
99
Steward Partners Investment Advisory
New York
$27.6K – – –
AA
100
AlphaMark Advisors
Kentucky
$24K – – –
1 2 3
4
5