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iShares MSCI Emerging Markets Small-Cap ETF

101 hedge funds and large institutions have $308M invested in iShares MSCI Emerging Markets Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 36 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more capital invested

Capital invested by funds: $194M → $308M (+$113M)

24% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 29

17.62% more ownership

Funds ownership: 63.51%81.12% (+18%)

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 103101 (-2)

Holders
101
Holders Change
-2
Holders Change %
-1.94%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
36
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Connor, Clark & Lunn Investment Management (CC&L)
1
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$49.9M +$45.7M +769,563 New
UBS AM
2
UBS AM
Illinois
$49.9M +$45.7M +769,563 New
CCA
3
Checchi Capital Advisers
California
$17.8M +$5.6M +94,376 +52%
ERFOTCOFW
4
Employees Retirement Fund of the City of Fort Worth
Texas
$16.1M
Bank of America
5
Bank of America
North Carolina
$13.6M -$511K -8,615 -4%
MML Investors Services
6
MML Investors Services
Massachusetts
$11.8M +$584K +9,846 +6%
State of Wisconsin Investment Board
7
State of Wisconsin Investment Board
Wisconsin
$11.3M +$77.2K +1,300 +0.8%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$11.3M +$1.11M +18,670 +12%
Morgan Stanley
9
Morgan Stanley
New York
$11.2M +$389K +6,549 +4%
SC
10
Savant Capital
Illinois
$8.13M +$7.44M +125,314 New
ECM
11
Evergreen Capital Management
Washington
$7.99M
HAC
12
Harbor Advisory Corp
New Hampshire
$7.84M +$105K +1,774 +1%
LPL Financial
13
LPL Financial
California
$6.9M -$1.72K -29 -0%
Wells Fargo
14
Wells Fargo
California
$6.88M +$262K +4,416 +4%
OFG
15
Omega Financial Group
California
$4.74M +$72.5K +1,222 +2%
JFGLC
16
Johnson Financial Group LLC (Colorado)
Colorado
$4.06M -$24.7K -416 -0.7%
VA
17
Valmark Advisers
Ohio
$3.96M +$15.1K +254 +0.4%
TYCC
18
Texas Yale Capital Corp
Florida
$3.89M +$78.9K +1,330 +2%
Raymond James Financial
19
Raymond James Financial
Florida
$3.8M -$82K -1,381 -2%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$3.33M -$86K -1,449 -3%
Creative Planning
21
Creative Planning
Kansas
$3.11M -$228K -3,850 -7%
SFS
22
Sowell Financial Services
Arkansas
$3M +$69.9K +1,177 +3%
Victory Capital Management
23
Victory Capital Management
Texas
$2.95M +$2.09M +35,245 +345%
PFA
24
Pathway Financial Advisors
Vermont
$2.67M +$672K +11,322 +38%
JWM
25
JFG Wealth Management
Colorado
$2.66M -$146K -2,465 -6%

EEMS Hedge Fund Activity: Q2 2025 in Review

101 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets Small-Cap ETF (EEMS) for Q2 2025, worth a combined $308M — up 58% from $194M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EEMS positions and 7 closed out — a net gain of 1 holder — while 36 added to existing stakes and 29 trimmed.

The largest buyer was Connor, Clark & Lunn Investment Management (CC&L), opening a new position worth an estimated $45.7M. The largest seller was Old Mission Capital, exiting entirely with an estimated $18.7M sold.

  • 101 institutional investors held iShares MSCI Emerging Markets Small-Cap ETF (EEMS) as of Q2 2025, down from 103 in Q1 2025.
  • Funds reported $308M of iShares MSCI Emerging Markets Small-Cap ETF stock for Q2 2025, up 58% quarter-over-quarter.
  • 8 funds opened new iShares MSCI Emerging Markets Small-Cap ETF positions in Q2 2025 and 7 closed out, a net change of +1 holder.
  • The largest iShares MSCI Emerging Markets Small-Cap ETF buyer in Q2 2025 was Connor, Clark & Lunn Investment Management (CC&L), an estimated $45.7M added.
  • The largest iShares MSCI Emerging Markets Small-Cap ETF seller in Q2 2025 was Old Mission Capital, an estimated $18.7M sold.

Based on aggregated 13F filings for Q2 2025.