We are live on ! Find out more
EEMS icon

iShares MSCI Emerging Markets Small-Cap ETF

33 hedge funds and large institutions have $32.5M invested in iShares MSCI Emerging Markets Small-Cap ETF in 2015 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

53% more capital invested

Capital invested by funds: $21.2M → $32.5M (+$11.3M)

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

18% more funds holding

Funds holding: 2833 (+5)

8.16% more ownership

Funds ownership: 27.96%36.11% (+8.2%)

Holders
33
Holders Change
+5
Holders Change %
+17.86%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
10
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
1
United Capital Financial Advisors
Texas
$6.89M +$680K +16,226 +11%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.79M +$656K +15,654 +10%
CG
3
Colony Group
Massachusetts
$2.27M +$2.33M +55,615 New
AF
4
Allworth Financial
California
$2.25M +$2.31M +55,152 New
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$1.78M +$1.82M +43,500 New
Bank of New York Mellon
6
Bank of New York Mellon
New York
$1.67M +$1.37M +32,741 +400%
Morgan Stanley
7
Morgan Stanley
New York
$1.59M +$796K +19,004 +95%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.51M +$106K +2,527 +7%
CCA
9
Checchi Capital Advisers
California
$1.41M -$74.7K -1,782 -5%
Jane Street
10
Jane Street
New York
$1.24M -$437K -10,423 -26%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.13M +$938K +22,394 +426%
BTS
12
BB&T Securities
Virginia
$1.03M +$134K +3,204 +15%
LPL Financial
13
LPL Financial
California
$780K +$813K +19,404 New
SG Americas Securities
14
SG Americas Securities
New York
$476K +$487K +11,632 New
UBS Group
15
UBS Group
Switzerland
$439K +$223K +5,319 +98%
Citadel Advisors
16
Citadel Advisors
Florida
$271K +$277K +6,606 New
ASN
17
Advisory Services Network
Georgia
$269K +$275K +6,570 New
GAM
18
Gould Asset Management
California
$205K -$23.7K -565 -10%
Creative Planning
19
Creative Planning
Kansas
$137K
ADL
20
Asset Dedication LLC
California
$120K +$123K +2,928 New
HIM
21
Hillsdale Investment Management
Ontario, Canada
$53K
CFA
22
CT Financial Advisors
Pennsylvania
$50.9K -$13.1K -313 -20%
Victory Capital Management
23
Victory Capital Management
Texas
$22K -$232K -5,547 -91%
Bank of America
24
Bank of America
North Carolina
$16K +$1.47K +35 +10%
WCM
25
Wealthcare Capital Management
Virginia
$13K +$12.9K +308 New

EEMS Hedge Fund Activity: Q4 2015 in Review

33 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets Small-Cap ETF (EEMS) for Q4 2015, worth a combined $32.5M — up 53% from $21.2M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new EEMS positions and 5 closed out — a net gain of 5 holders — while 10 added to existing stakes and 7 trimmed.

The largest buyer was Colony Group, opening a new position worth an estimated $2.33M. The largest seller was Texas Yale Capital Corp, exiting entirely with an estimated $902K sold.

  • 33 institutional investors held iShares MSCI Emerging Markets Small-Cap ETF (EEMS) as of Q4 2015, up from 28 in Q3 2015.
  • Funds reported $32.5M of iShares MSCI Emerging Markets Small-Cap ETF stock for Q4 2015, up 53% quarter-over-quarter.
  • 10 funds opened new iShares MSCI Emerging Markets Small-Cap ETF positions in Q4 2015 and 5 closed out, a net change of +5 holders.
  • The largest iShares MSCI Emerging Markets Small-Cap ETF buyer in Q4 2015 was Colony Group, an estimated $2.33M added.
  • The largest iShares MSCI Emerging Markets Small-Cap ETF seller in Q4 2015 was Texas Yale Capital Corp, an estimated $902K sold.

Based on aggregated 13F filings for Q4 2015.