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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 %
AF
101
Allworth Financial
California
$17.5K – – –
MLA
102
MB, Levis & Associates
Pennsylvania
$16.5K +$346 +6 +2%
Fidelity Investments
103
Fidelity Investments
Massachusetts
$16K – – –
LFG
104
Larson Financial Group
Missouri
$16K – – –
EBA
105
Eagle Bay Advisors
New York
$12.4K – – –
GT
106
Glenmede Trust
Pennsylvania
$12.1K – – –
PCWA
107
Pacific Capital Wealth Advisors
California
$12.1K +$12.1K +210 New
HI
108
Harbour Investments
Wisconsin
$11.5K +$1.39K +24 +14%
Bessemer Group
109
Bessemer Group
New Jersey
$11K – – –
OSAM
110
O'Shaughnessy Asset Management
Connecticut
$10.3K – – –
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$7K – – –
BCM
112
Basso Capital Management
Connecticut
$4.39K – – –
CMBA
113
C.M. Bidwell & Associates
Hawaii
$3.58K – – –
KSWA
114
Kathleen S. Wright Associates
Pennsylvania
$3.35K +$116 +2 +4%
PS
115
Principal Securities
Iowa
$3.35K +$3.35K +58 New
PFBT
116
Parkside Financial Bank & Trust
Missouri
$2.14K – – –
LPP
117
Life Planning Partners
Florida
$1.1K +$1.1K +19 New
State Street
118
State Street
Massachusetts
– -$9.22M -168,850 Closed
OMC
119
Old Mission Capital
Illinois
– -$1.14M -20,942 Closed
Susquehanna International Group
120
Susquehanna International Group
Pennsylvania
– -$534K -9,786 Closed
LCGC
121
Legacy Capital Group California
California
– -$289K -5,294 Closed
Wealth Enhancement Advisory Services
122
Wealth Enhancement Advisory Services
Minnesota
– -$225K -4,122 Closed
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