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iShares MSCI Emerging Markets Small-Cap ETF

18 hedge funds and large institutions have $12.9M invested in iShares MSCI Emerging Markets Small-Cap ETF in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

42% more capital invested

Capital invested by funds: $9.07M → $12.9M (+$3.8M)

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

6.07% more ownership

Funds ownership: 27.19%33.27% (+6.1%)

6% more funds holding

Funds holding: 1718 (+1)

Holders
18
Holders Change
+1
Holders Change %
+5.88%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
1
Brinker Capital Investments
Pennsylvania
$3.43M -$701K -15,000 -17%
LWI
2
Long Wharf Investors
Massachusetts
$1.93M +$1.86M +39,830 New
CCA
3
Checchi Capital Advisers
California
$1.88M +$413K +8,843 +29%
Jane Street
4
Jane Street
New York
$1.46M +$1.15M +24,690 +452%
U
5
UBS
Switzerland
$1.33M +$253K +5,410 +25%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$870K +$403K +8,630 +92%
TYCC
7
Texas Yale Capital Corp
Florida
$591K +$571K +12,215 New
Morgan Stanley
8
Morgan Stanley
New York
$580K +$85.5K +1,831 +18%
TIM
9
Tortoise Investment Management
New York
$183K -$28K -600 -14%
US Bancorp
10
US Bancorp
Minnesota
$151K
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$145K -$253K -5,426 -64%
MCM
12
Munder Capital Management
Michigan
$96K +$36.9K +791 +66%
FIG
13
Fusion Investment Group
Pennsylvania
$78K +$9.9K +212 +15%
CFA
14
CT Financial Advisors
Pennsylvania
$73.2K +$72.3K +1,548 New
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$42K +$10.4K +223 +34%
Bank of America
16
Bank of America
North Carolina
$23K -$44.9K -961 -67%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$5K
Wells Fargo
18
Wells Fargo
California
$5K +$4.67K +100 New
CS
19
Comerica Securities
Michigan
-$288K -6,035 Closed
PSI
20
Pinnacle Summer Investments
Virginia
-$19K -400 Closed
LTFS
21
Ladenburg Thalmann Financial Services
Florida
-$5K -115 Closed

EEMS Hedge Fund Activity: Q1 2014 in Review

18 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets Small-Cap ETF (EEMS) for Q1 2014, worth a combined $12.9M — up 42% from $9.07M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new EEMS positions and 3 closed out — a net gain of 1 holder — while 8 added to existing stakes and 4 trimmed.

The largest buyer was Long Wharf Investors, opening a new position worth an estimated $1.86M. The largest seller was Brinker Capital Investments, cutting an estimated $701K.

  • 18 institutional investors held iShares MSCI Emerging Markets Small-Cap ETF (EEMS) as of Q1 2014, up from 17 in Q4 2013.
  • Funds reported $12.9M of iShares MSCI Emerging Markets Small-Cap ETF stock for Q1 2014, up 42% quarter-over-quarter.
  • 4 funds opened new iShares MSCI Emerging Markets Small-Cap ETF positions in Q1 2014 and 3 closed out, a net change of +1 holder.
  • The largest iShares MSCI Emerging Markets Small-Cap ETF buyer in Q1 2014 was Long Wharf Investors, an estimated $1.86M added.
  • The largest iShares MSCI Emerging Markets Small-Cap ETF seller in Q1 2014 was Brinker Capital Investments, an estimated $701K sold.

Based on aggregated 13F filings for Q1 2014.