We are live on ! Find out more
EEMS icon

iShares MSCI Emerging Markets Small-Cap ETF

103 hedge funds and large institutions have $194M invested in iShares MSCI Emerging Markets Small-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 30 increasing their positions, 37 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.56% more ownership

Funds ownership: 62.94%63.51% (+0.56%)

7% less capital invested

Capital invested by funds: $209M → $194M (-$14.3M)

16% less funds holding

Funds holding: 123103 (-20)

19% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 37

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

85% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 20

Holders
103
Holders Change
-20
Holders Change %
-16.26%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
3
Increased
30
Reduced
37
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OMC
1
Old Mission Capital
Illinois
$18.7M +$10.8M +189,298 +128%
ERFOTCOFW
2
Employees Retirement Fund of the City of Fort Worth
Texas
$16.1M
Bank of America
3
Bank of America
North Carolina
$12.2M -$514K -9,026 -4%
CCA
4
Checchi Capital Advisers
California
$10M +$711K +12,490 +7%
State of Wisconsin Investment Board
5
State of Wisconsin Investment Board
Wisconsin
$9.59M
MML Investors Services
6
MML Investors Services
Massachusetts
$9.56M +$606K +10,639 +7%
Morgan Stanley
7
Morgan Stanley
New York
$9.28M -$6.81M -119,610 -42%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$8.62M +$35.1K +617 +0.4%
CF
9
Corrigan Financial
Rhode Island
$7.05M -$13.4K -235 -0.2%
ECM
10
Evergreen Capital Management
Washington
$6.85M -$1.46M -25,660 -17%
HAC
11
Harbor Advisory Corp
New Hampshire
$6.62M +$351K +6,169 +5%
LPL Financial
12
LPL Financial
California
$5.92M +$70.9K +1,246 +1%
Wells Fargo
13
Wells Fargo
California
$5.66M +$345K +6,065 +6%
OFG
14
Omega Financial Group
California
$3.99M +$155K +2,722 +4%
JFGLC
15
Johnson Financial Group LLC (Colorado)
Colorado
$3.51M -$1.43M -25,033 -28%
VA
16
Valmark Advisers
Ohio
$3.38M +$27.1K +476 +0.8%
Raymond James Financial
17
Raymond James Financial
Florida
$3.34M +$631K +11,084 +23%
TYCC
18
Texas Yale Capital Corp
Florida
$3.26M +$445K +7,822 +15%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$2.94M +$404K +7,094 +15%
Creative Planning
20
Creative Planning
Kansas
$2.88M -$305K -5,348 -9%
SFS
21
Sowell Financial Services
Arkansas
$2.51M +$108K +1,890 +4%
JWM
22
JFG Wealth Management
Colorado
$2.41M -$261K -4,588 -10%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$2.37M +$1.16M +20,392 +92%
Jane Street
24
Jane Street
New York
$2.05M -$343K -6,018 -14%
CPWM
25
Cypress Point Wealth Management
Texas
$1.92M -$280K -4,923 -12%

EEMS Hedge Fund Activity: Q1 2025 in Review

103 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets Small-Cap ETF (EEMS) for Q1 2025, worth a combined $194M — down 6.8% from $209M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of EEMS and 3 opened new positions — a net loss of 17 holders — while 37 trimmed existing stakes and 30 added.

The largest buyer was Old Mission Capital, adding an estimated $10.8M. The largest seller was Morgan Stanley, cutting an estimated $6.81M.

  • 103 institutional investors held iShares MSCI Emerging Markets Small-Cap ETF (EEMS) as of Q1 2025, down from 123 in Q4 2024.
  • Funds reported $194M of iShares MSCI Emerging Markets Small-Cap ETF stock for Q1 2025, down 6.8% quarter-over-quarter.
  • 3 funds opened new iShares MSCI Emerging Markets Small-Cap ETF positions in Q1 2025 and 20 closed out, a net change of -17 holders.
  • The largest iShares MSCI Emerging Markets Small-Cap ETF buyer in Q1 2025 was Old Mission Capital, an estimated $10.8M added.
  • The largest iShares MSCI Emerging Markets Small-Cap ETF seller in Q1 2025 was Morgan Stanley, an estimated $6.81M sold.

Based on aggregated 13F filings for Q1 2025.