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iShares MSCI Emerging Markets Small-Cap ETF

94 hedge funds and large institutions have $207M invested in iShares MSCI Emerging Markets Small-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 23

3.3% more ownership

Funds ownership: 60.79%64.09% (+3.3%)

4% less funds holding

Funds holding: 9894 (-4)

11% less capital invested

Capital invested by funds: $232M → $207M (-$24.9M)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
94
Holders Change
-4
Holders Change %
-4.08%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
10
Increased
36
Reduced
23
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
$52.8M +$1.07M +20,250 +2%
PPW
2
Parcion Private Wealth
Washington
$23.3M -$8.21M -155,280 -24%
Jane Street
3
Jane Street
New York
$14.3M +$11.5M +217,534 +275%
Bank of America
4
Bank of America
North Carolina
$11M -$649K -12,268 -5%
JFGLC
5
Johnson Financial Group LLC (Colorado)
Colorado
$8.33M +$593K +11,215 +7%
State Street
6
State Street
Massachusetts
$8.28M +$9.12M +172,450 New
Creative Planning
7
Creative Planning
Kansas
$8.17M +$149K +2,814 +2%
OMC
8
Old Mission Capital
Illinois
$7.13M -$2.76M -52,185 -26%
CF
9
Corrigan Financial
Rhode Island
$7.11M -$56.8K -1,074 -0.7%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$4.75M +$3M +56,679 +134%
Wells Fargo
11
Wells Fargo
California
$4.11M -$230K -4,348 -5%
CCA
12
Checchi Capital Advisers
California
$3.89M -$4.69M -88,757 -53%
HAC
13
Harbor Advisory Corp
New Hampshire
$3.48M +$899K +17,004 +31%
ECM
14
Evergreen Capital Management
Washington
$3.34M +$737K +13,930 +25%
AA
15
AlphaMark Advisors
Kentucky
$2.91M +$21.6K +408 +0.7%
JWM
16
JFG Wealth Management
Colorado
$2.89M +$269K +5,089 +9%
H6H
17
Hightower 6M Holding
Kansas
$2.71M +$48.5K +918 +2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$2.63M -$401K -7,575 -12%
Citadel Advisors
19
Citadel Advisors
Florida
$2.51M +$2.76M +52,255 New
TYCC
20
Texas Yale Capital Corp
Florida
$2.48M +$97.2K +1,837 +4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.45M +$2.28M +43,045 +536%
OFG
22
Omega Financial Group
California
$2.43M +$43.4K +821 +2%
UBS Group
23
UBS Group
Switzerland
$2.24M +$371K +7,007 +18%
OIA
24
OneDigital Investment Advisors
Kansas
$2.1M -$230K -4,342 -9%
Morgan Stanley
25
Morgan Stanley
New York
$1.85M +$1.43M +27,013 +236%

EEMS Hedge Fund Activity: Q2 2022 in Review

94 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets Small-Cap ETF (EEMS) for Q2 2022, worth a combined $207M — down 11% from $232M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of EEMS and 10 opened new positions — a net loss of 3 holders — while 23 trimmed existing stakes and 36 added.

The largest buyer was Jane Street, adding an estimated $11.5M. The largest seller was Parcion Private Wealth, cutting an estimated $8.21M.

  • 94 institutional investors held iShares MSCI Emerging Markets Small-Cap ETF (EEMS) as of Q2 2022, down from 98 in Q1 2022.
  • Funds reported $207M of iShares MSCI Emerging Markets Small-Cap ETF stock for Q2 2022, down 11% quarter-over-quarter.
  • 10 funds opened new iShares MSCI Emerging Markets Small-Cap ETF positions in Q2 2022 and 13 closed out, a net change of -3 holders.
  • The largest iShares MSCI Emerging Markets Small-Cap ETF buyer in Q2 2022 was Jane Street, an estimated $11.5M added.
  • The largest iShares MSCI Emerging Markets Small-Cap ETF seller in Q2 2022 was Parcion Private Wealth, an estimated $8.21M sold.

Based on aggregated 13F filings for Q2 2022.