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iShares MSCI Emerging Markets Small-Cap ETF

18 hedge funds and large institutions have $13.8M invested in iShares MSCI Emerging Markets Small-Cap ETF in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

7% more capital invested

Capital invested by funds: $12.9M → $13.8M (+$903K)

1.33% more ownership

Funds ownership: 33.27%34.6% (+1.3%)

0% more funds holding

Funds holding: 1818 (0)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

Holders
18
Holders Change
Holders Change %
0%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
1
Brinker Capital Investments
Pennsylvania
$3.53M
CCA
2
Checchi Capital Advisers
California
$3.12M +$1.17M +23,766 +61%
LWI
3
Long Wharf Investors
Massachusetts
$1.95M -$34K -690 -2%
Bank of America
4
Bank of America
North Carolina
$1.18M +$1.14M +23,209 +4,928%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$873K -$22.4K -455 -3%
TYCC
6
Texas Yale Capital Corp
Florida
$726K +$118K +2,385 +20%
Morgan Stanley
7
Morgan Stanley
New York
$643K +$45.8K +929 +8%
U
8
UBS
Switzerland
$386K -$972K -19,710 -72%
Jane Street
9
Jane Street
New York
$253K -$1.24M -25,065 -83%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$248K +$98.3K +1,995 +67%
LPL Financial
11
LPL Financial
California
$218K +$216K +4,380 New
TIM
12
Tortoise Investment Management
New York
$169K -$19.7K -400 -11%
US Bancorp
13
US Bancorp
Minnesota
$156K
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$154K +$152K +3,086 New
FIG
15
Fusion Investment Group
Pennsylvania
$103K +$23.1K +468 +29%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$43K
MCM
17
Munder Capital Management
Michigan
$24K -$74.2K -1,506 -76%
W
18
Wealthfront
California
$1K +$739 +15 New
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
-$5K -100 Closed
Wells Fargo
20
Wells Fargo
California
-$5K -100 Closed

EEMS Hedge Fund Activity: Q2 2014 in Review

18 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets Small-Cap ETF (EEMS) for Q2 2014, worth a combined $13.8M — up 7% from $12.9M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new EEMS positions and 2 closed out — a net gain of 1 holder — while 6 added to existing stakes and 6 trimmed.

The largest buyer was Checchi Capital Advisers, adding an estimated $1.17M. The largest seller was Jane Street, cutting an estimated $1.24M.

  • 18 institutional investors held iShares MSCI Emerging Markets Small-Cap ETF (EEMS) as of Q2 2014, unchanged from Q1 2014.
  • Funds reported $13.8M of iShares MSCI Emerging Markets Small-Cap ETF stock for Q2 2014, up 7% quarter-over-quarter.
  • 3 funds opened new iShares MSCI Emerging Markets Small-Cap ETF positions in Q2 2014 and 2 closed out, a net change of +1 holder.
  • The largest iShares MSCI Emerging Markets Small-Cap ETF buyer in Q2 2014 was Checchi Capital Advisers, an estimated $1.17M added.
  • The largest iShares MSCI Emerging Markets Small-Cap ETF seller in Q2 2014 was Jane Street, an estimated $1.24M sold.

Based on aggregated 13F filings for Q2 2014.