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iShares MSCI Emerging Markets Small-Cap ETF

98 hedge funds and large institutions have $232M invested in iShares MSCI Emerging Markets Small-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

0% more funds holding

Funds holding: 9898 (0)

4% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 27

5.12% less ownership

Funds ownership: 65.91%60.79% (-5.1%)

11% less capital invested

Capital invested by funds: $262M → $232M (-$29.8M)

Holders
98
Holders Change
Holders Change %
0%
% of All Funds
1.55%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
15
Increased
26
Reduced
27
Closed
13
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
$60.8M
PPW
2
Parcion Private Wealth
Washington
$36.3M -$3.91M -68,155 -10%
Bank of America
3
Bank of America
North Carolina
$13.8M -$250K -4,364 -2%
OMC
4
Old Mission Capital
Illinois
$11.4M +$8.72M +152,136 +313%
Creative Planning
5
Creative Planning
Kansas
$9.54M -$27.1K -473 -0.3%
CCA
6
Checchi Capital Advisers
California
$9.53M +$555K +9,686 +6%
JFGLC
7
Johnson Financial Group LLC (Colorado)
Colorado
$9.25M +$196K +3,414 +2%
CF
8
Corrigan Financial
Rhode Island
$8.49M -$90.8K -1,584 -1%
Wells Fargo
9
Wells Fargo
California
$5.13M -$547K -9,536 -10%
Jane Street
10
Jane Street
New York
$4.52M +$4.54M +79,224 New
LPL Financial
11
LPL Financial
California
$3.85M +$276K +4,817 +8%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$3.55M +$1.57M +27,457 +79%
AA
13
AlphaMark Advisors
Kentucky
$3.43M
ECM
14
Evergreen Capital Management
Washington
$3.17M +$82.5K +1,440 +3%
H6H
15
Hightower 6M Holding
Kansas
$3.17M +$3.18M +55,539 New
HAC
16
Harbor Advisory Corp
New Hampshire
$3.16M +$768K +13,402 +32%
JWM
17
JFG Wealth Management
Colorado
$3.14M +$667K +11,631 +27%
TYCC
18
Texas Yale Capital Corp
Florida
$2.84M +$14.3K +250 +0.5%
OFG
19
Omega Financial Group
California
$2.83M +$323K +5,640 +13%
AWM
20
Aries Wealth Management
Maine
$2.83M +$2.85M +49,702 New
OIA
21
OneDigital Investment Advisors
Kansas
$2.73M -$19.9K -348 -0.7%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$2.41M -$1.11M -19,336 -31%
UBS Group
23
UBS Group
Switzerland
$2.26M -$84.4K -1,472 -4%
PFA
24
Pure Financial Advisors
California
$1.65M +$22.1K +386 +1%
EWM
25
Empirical Wealth Management
Washington
$1.58M -$6.02K -105 -0.4%

EEMS Hedge Fund Activity: Q1 2022 in Review

98 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets Small-Cap ETF (EEMS) for Q1 2022, worth a combined $232M — down 11% from $262M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EEMS positions and 13 closed out — a net gain of 2 holders — while 26 added to existing stakes and 27 trimmed.

The largest buyer was Old Mission Capital, adding an estimated $8.72M. The largest seller was STRS Ohio, exiting entirely with an estimated $13.5M sold.

  • 98 institutional investors held iShares MSCI Emerging Markets Small-Cap ETF (EEMS) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $232M of iShares MSCI Emerging Markets Small-Cap ETF stock for Q1 2022, down 11% quarter-over-quarter.
  • 15 funds opened new iShares MSCI Emerging Markets Small-Cap ETF positions in Q1 2022 and 13 closed out, a net change of +2 holders.
  • The largest iShares MSCI Emerging Markets Small-Cap ETF buyer in Q1 2022 was Old Mission Capital, an estimated $8.72M added.
  • The largest iShares MSCI Emerging Markets Small-Cap ETF seller in Q1 2022 was STRS Ohio, an estimated $13.5M sold.

Based on aggregated 13F filings for Q1 2022.