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iShares MSCI Emerging Markets Small-Cap ETF

39 hedge funds and large institutions have $33.9M invested in iShares MSCI Emerging Markets Small-Cap ETF in 2016 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 11 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

18% more funds holding

Funds holding: 3339 (+6)

4% more capital invested

Capital invested by funds: $32.5M → $33.9M (+$1.41M)

1.15% less ownership

Funds ownership: 36.11%34.96% (-1.2%)

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

Holders
39
Holders Change
+6
Holders Change %
+18.18%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
9
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
1
United Capital Financial Advisors
Texas
$7.55M +$560K +14,524 +9%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$7.53M +$633K +16,421 +10%
Aviva
3
Aviva
United Kingdom
$2.37M +$2.22M +57,500 New
CRCP
4
Copper Rock Capital Partners
Massachusetts
$2.19M +$2.04M +53,000 New
CCA
5
Checchi Capital Advisers
California
$1.87M +$415K +10,785 +31%
AF
6
Allworth Financial
California
$1.7M -$540K -14,006 -25%
Morgan Stanley
7
Morgan Stanley
New York
$1.51M -$85.5K -2,220 -6%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$1.36M -$304K -7,885 -19%
BTS
9
BB&T Securities
Virginia
$1.03M -$4.62K -120 -0.5%
Jane Street
10
Jane Street
New York
$993K -$243K -6,320 -21%
LPL Financial
11
LPL Financial
California
$844K +$55.8K +1,448 +7%
VKH
12
Virtu KCG Holdings
New York
$735K +$686K +17,818 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$496K -$602K -15,623 -57%
Prudential Financial
14
Prudential Financial
New Jersey
$474K +$443K +11,500 New
PPA
15
Parametric Portfolio Associates
Washington
$433K +$405K +10,506 New
SG Americas Securities
16
SG Americas Securities
New York
$415K -$60.9K -1,580 -14%
RBC
17
Ronald Blue & Co
Georgia
$415K +$387K +10,044 New
CG
18
Colony Group
Massachusetts
$291K -$1.87M -48,561 -87%
ASN
19
Advisory Services Network
Georgia
$283K +$11.2K +290 +4%
HCM
20
Hengehold Capital Management
Ohio
$246K +$230K +5,958 New
ADL
21
Asset Dedication LLC
California
$228K +$101K +2,610 +89%
UBS Group
22
UBS Group
Switzerland
$226K -$204K -5,290 -49%
HIM
23
Hillsdale Investment Management
Ontario, Canada
$206K +$143K +3,700 +285%
Creative Planning
24
Creative Planning
Kansas
$138K
FANJ
25
Financial Architects (New Jersey)
New Jersey
$120K +$112K +2,904 New

EEMS Hedge Fund Activity: Q1 2016 in Review

39 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets Small-Cap ETF (EEMS) for Q1 2016, worth a combined $33.9M — up 4.3% from $32.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new EEMS positions and 4 closed out — a net gain of 6 holders — while 9 added to existing stakes and 11 trimmed.

The largest buyer was Aviva, opening a new position worth an estimated $2.22M. The largest seller was Colony Group, cutting an estimated $1.87M.

  • 39 institutional investors held iShares MSCI Emerging Markets Small-Cap ETF (EEMS) as of Q1 2016, up from 33 in Q4 2015.
  • Funds reported $33.9M of iShares MSCI Emerging Markets Small-Cap ETF stock for Q1 2016, up 4.3% quarter-over-quarter.
  • 10 funds opened new iShares MSCI Emerging Markets Small-Cap ETF positions in Q1 2016 and 4 closed out, a net change of +6 holders.
  • The largest iShares MSCI Emerging Markets Small-Cap ETF buyer in Q1 2016 was Aviva, an estimated $2.22M added.
  • The largest iShares MSCI Emerging Markets Small-Cap ETF seller in Q1 2016 was Colony Group, an estimated $1.87M sold.

Based on aggregated 13F filings for Q1 2016.