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iShares MSCI Emerging Markets Small-Cap ETF

22 hedge funds and large institutions have $18.3M invested in iShares MSCI Emerging Markets Small-Cap ETF in 2014 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

29% more funds holding

Funds holding: 1722 (+5)

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

18% more capital invested

Capital invested by funds: $15.4M → $18.3M (+$2.85M)

8.25% more ownership

Funds ownership: 36.86%45.11% (+8.2%)

Holders
22
Holders Change
+5
Holders Change %
+29.41%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
6
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change

EEMS Hedge Fund Activity: Q4 2014 in Review

22 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets Small-Cap ETF (EEMS) for Q4 2014, worth a combined $18.3M — up 18% from $15.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new EEMS positions and 4 closed out — a net gain of 6 holders — while 6 added to existing stakes and 5 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $3.33M. The largest seller was Colony Group, exiting entirely with an estimated $2.08M sold.

  • 22 institutional investors held iShares MSCI Emerging Markets Small-Cap ETF (EEMS) as of Q4 2014, up from 17 in Q3 2014.
  • Funds reported $18.3M of iShares MSCI Emerging Markets Small-Cap ETF stock for Q4 2014, up 18% quarter-over-quarter.
  • 10 funds opened new iShares MSCI Emerging Markets Small-Cap ETF positions in Q4 2014 and 4 closed out, a net change of +6 holders.
  • The largest iShares MSCI Emerging Markets Small-Cap ETF buyer in Q4 2014 was Envestnet Asset Management, an estimated $3.33M added.
  • The largest iShares MSCI Emerging Markets Small-Cap ETF seller in Q4 2014 was Colony Group, an estimated $2.08M sold.

Based on aggregated 13F filings for Q4 2014.