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iShares MSCI Emerging Markets Small-Cap ETF
EEMS

124 hedge funds and large institutions have $236M invested in iShares MSCI Emerging Markets Small-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

3% more funds holding

Funds holding: 120 → 124 (+4)

5.04% less ownership

Funds ownership: 69.62% → 64.58% (-5%)

6% less capital invested

Capital invested by funds: $249M → $236M (-$13.8M)

20% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 41

Holders
124
Holders Change
+4
Holders Change %
+3.33%
% of All Funds
1.79%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
13
Increased
33
Reduced
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HIM
Hillsdale Investment Management
Ontario, Canada
+$12.1M
2
FIS
Fischer Investment Strategies
California
+$3.72M
3
ECM
Evergreen Capital Management
Washington
+$2.67M
4
Goldman Sachs
Goldman Sachs
New York
+$2.25M
5
OMC
Old Mission Capital
Illinois
+$1.13M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$19.2M
2
Morgan Stanley
Morgan Stanley
New York
-$6.35M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$4.1M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.15M
5
HighTower Advisors
HighTower Advisors
Illinois
-$3.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
IFA
76
Index Fund Advisors
California
$394K -$346 -6 -0.1%
PPW
77
Parcion Private Wealth
Washington
$368K -$196K -3,403 -35%
BW
78
BIP Wealth
Georgia
$338K -$5.77K -100 -2%
AWM
79
Avior Wealth Management
Nebraska
$320K +$314K +5,445 New
FIB
80
First Interstate Bank
Montana
$289K – – –
GAM
81
Gould Asset Management
California
$288K – – –
KBFS
82
Kohmann Bosshard Financial Services
Ohio
$274K -$577 -10 -0.2%
CFP
83
Cascade Financial Partners
California
$270K +$266K +4,600 New
TA
84
TFB Advisors
Kansas
$266K – – –
BSW
85
Buckingham Strategic Wealth
Missouri
$257K – – –
Osaic Holdings
86
Osaic Holdings
Arizona
$253K -$322K -5,570 -56%
CIBC World Market
87
CIBC World Market
Ontario, Canada
$243K -$9.41K -163 -4%
CA
88
Cetera Advisors
Colorado
$241K +$236K +4,092 New
IA
89
Insight Advisors
Pennsylvania
$240K -$61.1K -1,058 -21%
CAM
90
ClariVest Asset Management
California
$227K -$1.16K -20 -0.5%
AF
91
Advisornet Financial
Minnesota
$169K +$126K +2,191 +326%
GIA
92
GHP Investment Advisors
Colorado
$165K – – –
TIM
93
Tortoise Investment Management
New York
$149K – – –
GRP
94
Global Retirement Partners
California
$119K +$2.19K +38 +2%
MCA
95
Maryland Capital Advisors
Maryland
$94.3K -$115 -2 -0.1%
NA
96
NewEdge Advisors
Louisiana
$88.3K – – –
GJIA
97
Glass Jacobson Investment Advisors
Maryland
$66.5K +$37.1K +643 +132%
BWL
98
Bogart Wealth LLC
Virginia
$61.9K – – –
Comerica Bank
99
Comerica Bank
Texas
$56.7K +$1.85K +32 +3%
BTI
100
Blue Trust Inc
Georgia
$56.4K -$278K -4,812 -83%
2 3
4
5 6

EEMS Hedge Fund Activity: Q1 2024 in Review

124 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets Small-Cap ETF (EEMS) for Q1 2024, worth a combined $236M — down 5.5% from $249M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new EEMS positions and 9 closed out — a net gain of 4 holders — while 33 added to existing stakes and 41 trimmed.

The largest buyer was Hillsdale Investment Management, opening a new position worth an estimated $12.1M. The largest seller was Jane Street, cutting an estimated $19.2M.

  • 124 institutional investors held iShares MSCI Emerging Markets Small-Cap ETF (EEMS) as of Q1 2024, up from 120 in Q4 2023.
  • Funds reported $236M of iShares MSCI Emerging Markets Small-Cap ETF stock for Q1 2024, down 5.5% quarter-over-quarter.
  • 13 funds opened new iShares MSCI Emerging Markets Small-Cap ETF positions in Q1 2024 and 9 closed out, a net change of +4 holders.
  • The largest iShares MSCI Emerging Markets Small-Cap ETF buyer in Q1 2024 was Hillsdale Investment Management, an estimated $12.1M added.
  • The largest iShares MSCI Emerging Markets Small-Cap ETF seller in Q1 2024 was Jane Street, an estimated $19.2M sold.

Based on aggregated 13F filings for Q1 2024.