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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Checchi Capital Advisers
Beverly Hills,
California
|
+$3.74M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$1.46M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$1.39M |
| 4 |
Morgan Stanley
New York
|
+$1.03M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$860K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$7.2M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$4.83M |
| 3 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
-$4.7M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$3.18M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.52M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IFG
126
Independent Financial Group
San Diego,
California
| – | -$463K | -7,251 | Closed |
|
|
FIS
127
Fischer Investment Strategies
Westlake Village,
California
| – | -$353K | -5,535 | Closed |
|
128
HighTower Advisors
Chicago,
Illinois
| – | -$273K | -4,302 | Closed |
|
|
AAS
129
Avantax Advisory Services
Dallas,
Texas
| – | -$245K | -3,839 | Closed |
|
130
Pathstone Holdings
Englewood,
New Jersey
| – | -$208K | -3,268 | Closed |
|
|
VBA
131
Van Berkom & Associates
Montreal,
Quebec, Canada
| – | -$74K | -1,153 | Closed |
|
132
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$56.1K | -880 | Closed |
|
|
GT
133
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$13.4K | -210 | Closed |
|
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.