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iShares MSCI Emerging Markets Small-Cap ETF

87 hedge funds and large institutions have $272M invested in iShares MSCI Emerging Markets Small-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

45% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 22

7% more capital invested

Capital invested by funds: $253M → $272M (+$19M)

4.68% more ownership

Funds ownership: 64.11%68.79% (+4.7%)

4% more funds holding

Funds holding: 8487 (+3)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
87
Holders Change
+3
Holders Change %
+3.57%
% of All Funds
1.52%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
12
Increased
32
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
1
Legal & General Group
United Kingdom
$64M +$271K +4,400 +0.4%
PPW
2
Parcion Private Wealth
Washington
$42.6M +$4.53M +73,547 +12%
Jane Street
3
Jane Street
New York
$18.1M +$17.9M +289,823 +3,464%
Bank of America
4
Bank of America
North Carolina
$15M -$800K -12,985 -5%
SO
5
STRS Ohio
Ohio
$13.6M
CCA
6
Checchi Capital Advisers
California
$9.62M -$111K -1,799 -1%
Creative Planning
7
Creative Planning
Kansas
$9.58M -$84.6K -1,373 -0.9%
CF
8
Corrigan Financial
Rhode Island
$9.02M -$30.6K -497 -0.3%
WI
9
Wintrust Investments
Illinois
$8.86M +$9.01M +146,216 New
JFGLC
10
Johnson Financial Group LLC (Colorado)
Colorado
$7.21M -$652K -10,583 -8%
RJA
11
Raymond James & Associates
Florida
$6.42M +$344K +5,581 +6%
Wells Fargo
12
Wells Fargo
California
$5.16M -$1.04M -16,821 -17%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$3.68M +$2.79M +45,327 +295%
AA
14
AlphaMark Advisors
Kentucky
$3.65M -$336K -5,447 -8%
OIA
15
OneDigital Investment Advisors
Kansas
$3.62M -$28.1K -456 -0.8%
6M
16
6 Meridian
Kansas
$3.61M +$76.6K +1,243 +2%
ECM
17
Evergreen Capital Management
Washington
$3.33M +$128K +2,079 +4%
TYCC
18
Texas Yale Capital Corp
Florida
$3M +$26.2K +425 +0.9%
UBS Group
19
UBS Group
Switzerland
$2.92M +$548K +8,896 +23%
LPL Financial
20
LPL Financial
California
$2.6M +$373K +6,045 +16%
FTUS
21
Flow Traders U.S.
New York
$2.49M +$2.53M +41,085 New
OFG
22
Omega Financial Group
California
$2.38M +$336K +5,453 +16%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$2.15M +$2.18M +35,410 New
SFS
24
Sowell Financial Services
Arkansas
$2.06M +$62.9K +1,020 +3%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$2M +$410K +6,646 +25%

EEMS Hedge Fund Activity: Q3 2021 in Review

87 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets Small-Cap ETF (EEMS) for Q3 2021, worth a combined $272M — up 7.5% from $253M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new EEMS positions and 7 closed out — a net gain of 5 holders — while 32 added to existing stakes and 22 trimmed.

The largest buyer was Jane Street, adding an estimated $17.9M. The largest seller was Hillsdale Investment Management, exiting entirely with an estimated $7.83M sold.

  • 87 institutional investors held iShares MSCI Emerging Markets Small-Cap ETF (EEMS) as of Q3 2021, up from 84 in Q2 2021.
  • Funds reported $272M of iShares MSCI Emerging Markets Small-Cap ETF stock for Q3 2021, up 7.5% quarter-over-quarter.
  • 12 funds opened new iShares MSCI Emerging Markets Small-Cap ETF positions in Q3 2021 and 7 closed out, a net change of +5 holders.
  • The largest iShares MSCI Emerging Markets Small-Cap ETF buyer in Q3 2021 was Jane Street, an estimated $17.9M added.
  • The largest iShares MSCI Emerging Markets Small-Cap ETF seller in Q3 2021 was Hillsdale Investment Management, an estimated $7.83M sold.

Based on aggregated 13F filings for Q3 2021.