Who Owns iShares MSCI Emerging Markets Small-Cap ETF (EEMS)?Hedge Fund & Institutional Holders

$68.64-0.14 (-0.21%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+12 / -3

Price History

$50.48$56.79$63.09$69.40$75.71Sep 24Jun 25Mar 26

EEMS — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Connor, Clark & Lunn Investment Management Ltd.Increased+236K+$14.7B
Checchi Capital Advisers, LLCNew Position+182K+$12.3B
EVERGREEN CAPITAL MANAGEMENT LLCNew Position+120K+$8.1B
Johnson Financial Group, LLCNew Position+91K+$6.1B
CITADEL ADVISORS LLCIncreased+93K+$6.1B
Valmark Advisers, Inc.New Position+62K+$4.2B
Sowell Financial Services LLCNew Position+49K+$3.3B
Williams & Novak, LLCNew Position+21K+$1.4B
SAX WEALTH ADVISORS, LLCNew Position+18K+$1.2B
Greenspring Advisors, LLCNew Position+16K+$1.1B
Clear Harbor Asset Management, LLCNew Position+23K+$1.0B
NorthLanding Financial Partners, LLCNew Position+14K+$976.0M
UBS Group AGIncreased+8K+$559.9M
MB Generational Wealth, LLCNew Position+8K+$515.0M
Glass Jacobson Investment Advisors llcNew Position+7K+$483.0M

EEMS — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-14K-$12.4B
LPL Financial LLCDecreased-5K-$7.3B
Employees' Retirement Fund of the City of Fort WorthClosed Position-69K-$4.7B
Creative PlanningDecreased-4K-$3.1B
Empirical Financial Services, LLC d.b.a. Empirical Wealth ManagementDecreased-33-$1.2B
VICTORY CAPITAL MANAGEMENT INCDecreased-12K-$1.0B
Integrated Wealth Concepts LLCDecreased-12-$945.6M
Guardian Partners Inc.Closed Position-13K-$865.1M
HARBOR ADVISORY CORP /MA/Decreased-12K-$838.4M
Focus Partners WealthDecreased-8K-$828.0M
Valued Retirements, Inc.Decreased-3K-$621.4M
AMERIPRISE FINANCIAL INCDecreased-874-$611.0M
GOLDMAN SACHS GROUP INCClosed Position-9K-$590.8M
OneDigital Investment Advisors LLCDecreased-65-$587.1M
JPMORGAN CHASE & CODecreased-87-$296.0M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Connor, Clark & Lunn Investment Management Ltd.1,005,344$67.0B175.71%Share
2Checchi Capital Advisers, LLC182,126$12.3B0.63%Share
3STATE OF WISCONSIN INVESTMENT BOARD178,113$12.0B26.82%Share
4EVERGREEN CAPITAL MANAGEMENT LLC120,267$8.1B0.18%Share
5HARBOR ADVISORY CORP /MA/111,673$7.5B2.28%Share
6CITADEL ADVISORS LLC106,248$7.0B1.05%Share
7BANK OF AMERICA CORP /DE/116,412$7.0B0.51%Share
8Johnson Financial Group, LLC91,039$6.1B0.38%Share
9WELLS FARGO & COMPANY/MN96,026$6.0B1.09%Share
10Omega Financial Group, LLC75,461$5.1B1.68%Share
11Texas Yale Capital Corp.64,931$4.4B0.13%Share
12Valmark Advisers, Inc.61,589$4.2B51.22%Share
13BANK OF AMERICA CORP /DE/71,161$4.0B0.29%Share
14Sowell Financial Services LLC48,860$3.3B0.12%Share
15RAYMOND JAMES FINANCIAL INC57,468$3.0B0.93%Share
16UBS Group AG39,216$2.6B0.43%Share
17OLD MISSION CAPITAL LLC34,559$2.3B0.05%Share
18Cypress Point Wealth Management, LLC32,466$2.2B0.48%Share
19Williams & Novak, LLC21,104$1.4B1.07%Share
20SAX WEALTH ADVISORS, LLC18,271$1.2B0.06%Share
21Greenspring Advisors, LLC15,789$1.1B0.07%Share
22VICTORY CAPITAL MANAGEMENT INC18,483$1.0B0.56%Share
23OneDigital Investment Advisors LLC23,306$1.0B9.80%Share
24Clear Harbor Asset Management, LLC22,772$1.0B0.07%Share
25NorthLanding Financial Partners, LLC14,468$976.0M0.78%Share
26Falcon Wealth Planning10,720$723.0M0.06%Share
27Trust Co of the South10,395$701.0M0.11%Share
28MB Generational Wealth, LLC7,645$515.0M0.27%Share
29Glass Jacobson Investment Advisors llc7,161$483.0M0.17%Share
30RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC7,042$475.0M0.17%Share
31Samalin Investment Counsel, LLC6,531$440.0M0.16%Share
32Cascade Financial Partners, LLC5,808$391.0M0.04%Share
33KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC3,616$243.0M0.65%Share
34Parcion Private Wealth LLC3,298$222.0M0.01%Share
35Farther Finance Advisors, LLC3,213$216.0M2.31%Share
36MASECO LLP1,525$102.0M0.00%Share
37MARYLAND CAPITAL ADVISORS INC.1,382$93.0M0.03%Share
38SBI Securities Co., Ltd.1,205$81.0M0.00%Share
39Triumph Capital Management1,018$68.0M0.01%Share
40AdvisorNet Financial, Inc562$37.0M0.00%Share
41MB, LEVIS & ASSOCIATES, LLC302$20.0M0.01%Share
42MML INVESTORS SERVICES, LLC193,623$13.0M0.03%Share
43MORGAN STANLEY162,015$10.0M0.00%Share
44Capital Investment Advisory Services, LLC110$7.0M0.00%Share
45BASSO CAPITAL MANAGEMENT, L.P.105$7.0M0.00%Share
46LPL Financial LLC102,712$6.0M0.00%Share
47NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO168,927$4.6M0.00%Share
48Savant Capital, LLC66,683$4.0M0.02%Share
49Pathway Financial Advisors LLC55,271$3.8M0.48%Share
50STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC56,304$3.8M3.20%Share

EEMS Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025111$176.8B+39
Q3 202572$159.9B-17
Q2 202589$206.4B-13
Q1 2025102$183.7B-8
Q4 2024110$5.8T+20
Q3 202490$38.8T+3
Q2 202487$30.7T-3
Q1 202490$881.0T—

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As of Q4 2025, 50 institutional investors hold EEMS (iShares MSCI Emerging Markets Small-Cap ETF). The largest holder is Connor, Clark & Lunn Investment Management Ltd. with $67.0B in shares. This quarter, 12 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own EEMS?

As of Q4 2025, 50 institutional investors report holding EEMS (iShares MSCI Emerging Markets Small-Cap ETF) in their 13F filings.

Who is the largest institutional holder of EEMS?

The largest institutional holder of EEMS is Connor, Clark & Lunn Investment Management Ltd. with $67.0B in shares.

Is institutional ownership of EEMS increasing or decreasing?

This quarter, 12 institutions opened new positions in EEMS and 3 closed their positions.