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iShares MSCI Emerging Markets Small-Cap ETF

109 hedge funds and large institutions have $242M invested in iShares MSCI Emerging Markets Small-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 36 increasing their positions, 30 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 5

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

22% more capital invested

Capital invested by funds: $197M → $242M (+$44.4M)

20% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 30

16% more funds holding

Funds holding: 94109 (+15)

3.54% more ownership

Funds ownership: 63.27%66.81% (+3.5%)

Holders
109
Holders Change
+15
Holders Change %
+15.96%
% of All Funds
1.75%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
23
Increased
36
Reduced
30
Closed
5
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
$53.1M +$714K +15,000 +1%
PPW
2
Parcion Private Wealth
Washington
$27.6M +$2.84M +59,750 +12%
BlackRock
3
BlackRock
New York
$15.1M -$9.67M -203,209 -39%
Citadel Advisors
4
Citadel Advisors
Florida
$10.8M +$10.6M +223,791 New
JFGLC
5
Johnson Financial Group LLC (Colorado)
Colorado
$10.7M +$4.42M +92,857 +72%
Jane Street
6
Jane Street
New York
$9.69M +$8.73M +183,453 +1,059%
Creative Planning
7
Creative Planning
Kansas
$8.56M +$158K +3,323 +2%
State Street
8
State Street
Massachusetts
$8.15M
CCA
9
Checchi Capital Advisers
California
$8M -$408K -8,574 -5%
Bank of America
10
Bank of America
North Carolina
$6.96M -$3.11M -65,417 -31%
CF
11
Corrigan Financial
Rhode Island
$6.94M -$214K -4,502 -3%
ECM
12
Evergreen Capital Management
Washington
$5.27M +$532K +11,180 +11%
Wells Fargo
13
Wells Fargo
California
$4.65M -$1.56M -32,735 -25%
HighTower Advisors
14
HighTower Advisors
Illinois
$3.76M +$2.54M +53,293 +216%
JWM
15
JFG Wealth Management
Colorado
$3.55M +$2.05M +43,149 +142%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.45M +$563K +11,835 +20%
Morgan Stanley
17
Morgan Stanley
New York
$3.42M +$1.68M +35,203 +99%
AA
18
AlphaMark Advisors
Kentucky
$2.98M +$324K +6,800 +12%
OMC
19
Old Mission Capital
Illinois
$2.87M +$2.83M +59,432 New
TYCC
20
Texas Yale Capital Corp
Florida
$2.47M -$17.2K -362 -0.7%
MML Investors Services
21
MML Investors Services
Massachusetts
$2.43M +$2.17M +45,701 +994%
OFG
22
Omega Financial Group
California
$2.36M -$337K -7,081 -13%
Kayne Anderson Rudnick Investment Management
23
Kayne Anderson Rudnick Investment Management
California
$2.1M +$2.05M +43,184 New
OIA
24
OneDigital Investment Advisors
Kansas
$2.03M -$69.2K -1,454 -3%
SFS
25
Sowell Financial Services
Arkansas
$1.97M +$104K +2,177 +6%

EEMS Hedge Fund Activity: Q4 2022 in Review

109 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets Small-Cap ETF (EEMS) for Q4 2022, worth a combined $242M — up 22% from $197M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new EEMS positions and 5 closed out — a net gain of 18 holders — while 36 added to existing stakes and 30 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $10.6M. The largest seller was BlackRock, cutting an estimated $9.67M.

  • 109 institutional investors held iShares MSCI Emerging Markets Small-Cap ETF (EEMS) as of Q4 2022, up from 94 in Q3 2022.
  • Funds reported $242M of iShares MSCI Emerging Markets Small-Cap ETF stock for Q4 2022, up 22% quarter-over-quarter.
  • 23 funds opened new iShares MSCI Emerging Markets Small-Cap ETF positions in Q4 2022 and 5 closed out, a net change of +18 holders.
  • The largest iShares MSCI Emerging Markets Small-Cap ETF buyer in Q4 2022 was Citadel Advisors, an estimated $10.6M added.
  • The largest iShares MSCI Emerging Markets Small-Cap ETF seller in Q4 2022 was BlackRock, an estimated $9.67M sold.

Based on aggregated 13F filings for Q4 2022.