We are live on ! Find out more
EEMS icon

iShares MSCI Emerging Markets Small-Cap ETF

41 hedge funds and large institutions have $32.7M invested in iShares MSCI Emerging Markets Small-Cap ETF in 2016 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

5% more funds holding

Funds holding: 3941 (+2)

3% less capital invested

Capital invested by funds: $33.9M → $32.7M (-$1.16M)

1.15% less ownership

Funds ownership: 34.96%33.81% (-1.2%)

Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
1.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$7.71M +$179K +4,388 +2%
UCFA
2
United Capital Financial Advisors
Texas
$7.64M +$137K +3,355 +2%
Aviva
3
Aviva
United Kingdom
$4.01M +$1.62M +39,638 +69%
CCA
4
Checchi Capital Advisers
California
$2.1M +$236K +5,771 +13%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.3M -$61K -1,492 -5%
Morgan Stanley
6
Morgan Stanley
New York
$1.16M -$353K -8,627 -23%
BTS
7
BB&T Securities
Virginia
$1.03M -$5.07K -124 -0.5%
RBC
8
Ronald Blue & Co
Georgia
$845K +$427K +10,446 +104%
PPA
9
Parametric Portfolio Associates
Washington
$814K +$378K +9,239 +88%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$629K +$131K +3,214 +27%
CRCP
11
Copper Rock Capital Partners
Massachusetts
$602K -$1.57M -38,412 -72%
SG Americas Securities
12
SG Americas Securities
New York
$591K +$175K +4,270 +42%
SG
13
Societe Generale
$591K +$585K +14,322 New
VKH
14
Virtu KCG Holdings
New York
$559K -$174K -4,264 -24%
Prudential Financial
15
Prudential Financial
New Jersey
$474K
LPL Financial
16
LPL Financial
California
$381K -$473K -11,563 -55%
ASN
17
Advisory Services Network
Georgia
$293K +$9.81K +240 +3%
HIM
18
Hillsdale Investment Management
Ontario, Canada
$256K +$49K +1,200 +24%
HCM
19
Hengehold Capital Management
Ohio
$249K +$3.06K +75 +1%
AF
20
Allworth Financial
California
$220K -$1.46M -35,802 -87%
UBS Group
21
UBS Group
Switzerland
$220K -$5.11K -125 -2%
American Century Companies
22
American Century Companies
Missouri
$206K +$204K +4,994 New
ADL
23
Asset Dedication LLC
California
$203K -$26.9K -657 -12%
Creative Planning
24
Creative Planning
Kansas
$156K +$18K +441 +13%
FANJ
25
Financial Architects (New Jersey)
New Jersey
$119K -$368 -9 -0.3%

EEMS Hedge Fund Activity: Q2 2016 in Review

41 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets Small-Cap ETF (EEMS) for Q2 2016, worth a combined $32.7M — down 3.4% from $33.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EEMS positions and 4 closed out — a net gain of 2 holders — while 14 added to existing stakes and 11 trimmed.

The largest buyer was Aviva, adding an estimated $1.62M. The largest seller was Copper Rock Capital Partners, cutting an estimated $1.57M.

  • 41 institutional investors held iShares MSCI Emerging Markets Small-Cap ETF (EEMS) as of Q2 2016, up from 39 in Q1 2016.
  • Funds reported $32.7M of iShares MSCI Emerging Markets Small-Cap ETF stock for Q2 2016, down 3.4% quarter-over-quarter.
  • 6 funds opened new iShares MSCI Emerging Markets Small-Cap ETF positions in Q2 2016 and 4 closed out, a net change of +2 holders.
  • The largest iShares MSCI Emerging Markets Small-Cap ETF buyer in Q2 2016 was Aviva, an estimated $1.62M added.
  • The largest iShares MSCI Emerging Markets Small-Cap ETF seller in Q2 2016 was Copper Rock Capital Partners, an estimated $1.57M sold.

Based on aggregated 13F filings for Q2 2016.