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iShares MSCI Emerging Markets Small-Cap ETF
EEMS

123 hedge funds and large institutions have $209M invested in iShares MSCI Emerging Markets Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

8% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 36

1% more funds holding

Funds holding: 122 → 123 (+1)

2.55% less ownership

Funds ownership: 65.5% → 62.94% (-2.6%)

17% less capital invested

Capital invested by funds: $251M → $209M (-$42.1M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
123
Holders Change
+1
Holders Change %
+0.82%
% of All Funds
1.62%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
13
Increased
39
Reduced
36
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CCA
Checchi Capital Advisers
California
+$3.74M
2
Victory Capital Management
Victory Capital Management
Texas
+$1.46M
3
FTUS
Flow Traders U.S.
New York
+$1.39M
4
Morgan Stanley
Morgan Stanley
New York
+$1.03M
5
Wells Fargo
Wells Fargo
California
+$860K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$7.2M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$4.83M
3
HIM
Hillsdale Investment Management
Ontario, Canada
-$4.7M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.18M
5
OMC
Old Mission Capital
Illinois
-$2.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
William Blair & Company
101
William Blair & Company
Illinois
$29.1K – – –
PWM
102
Parkworth Wealth Management
California
$26.2K +$27.5K +451 New
AA
103
AlphaMark Advisors
Kentucky
$24K – – –
PGAM
104
Princeton Global Asset Management
New Jersey
$20.3K -$1.22K -20 -5%
AF
105
Allworth Financial
California
$17.2K – – –
MLA
106
MB, Levis & Associates
Pennsylvania
$17K +$365 +6 +2%
LFG
107
Larson Financial Group
Missouri
$16K – – –
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$14.2K – – –
PCWA
109
Pacific Capital Wealth Advisors
California
$12.2K – – –
MCM
110
MAI Capital Management
Ohio
$11.5K +$12K +197 New
HI
111
Harbour Investments
Wisconsin
$10.5K – – –
OSAM
112
O'Shaughnessy Asset Management
Connecticut
$10.3K – – –
IA
113
IFP Advisors
Florida
$9.77K – – –
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$9.59K -$4.83M -79,228 -100%
CAS
115
Coppell Advisory Solutions
Texas
$9.04K +$670 +11 +8%
NWMP
116
Noble Wealth Management PBC
Colorado
$5.81K +$6.09K +100 New
PS
117
Principal Securities
Iowa
$5.7K -$609 -10 -9%
BCM
118
Basso Capital Management
Connecticut
$4.42K – – –
AWM
119
AE Wealth Management
Kansas
$4.07K +$4.26K +70 New
CMBA
120
C.M. Bidwell & Associates
Hawaii
$3.66K – – –
CA
121
CoreCap Advisors
Michigan
$3.31K – – –
KSWA
122
Kathleen S. Wright Associates
Pennsylvania
$3.31K – – –
SPIA
123
Steward Partners Investment Advisory
New York
$2.91K – – –
HIM
124
Hillsdale Investment Management
Ontario, Canada
– -$4.7M -73,640 Closed
MRC
125
Millburn Ridgefield Corp
New York
– -$557K -8,729 Closed
2 3 4
5
6

EEMS Hedge Fund Activity: Q4 2024 in Review

123 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets Small-Cap ETF (EEMS) for Q4 2024, worth a combined $209M — down 17% from $251M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new EEMS positions and 10 closed out — a net gain of 3 holders — while 39 added to existing stakes and 36 trimmed.

The largest buyer was Checchi Capital Advisers, adding an estimated $3.74M. The largest seller was Jane Street, cutting an estimated $7.2M.

  • 123 institutional investors held iShares MSCI Emerging Markets Small-Cap ETF (EEMS) as of Q4 2024, up from 122 in Q3 2024.
  • Funds reported $209M of iShares MSCI Emerging Markets Small-Cap ETF stock for Q4 2024, down 17% quarter-over-quarter.
  • 13 funds opened new iShares MSCI Emerging Markets Small-Cap ETF positions in Q4 2024 and 10 closed out, a net change of +3 holders.
  • The largest iShares MSCI Emerging Markets Small-Cap ETF buyer in Q4 2024 was Checchi Capital Advisers, an estimated $3.74M added.
  • The largest iShares MSCI Emerging Markets Small-Cap ETF seller in Q4 2024 was Jane Street, an estimated $7.2M sold.

Based on aggregated 13F filings for Q4 2024.