iShares MSCI Emerging MKT SMEEMSETF
13F holders, Q4 2024 (December 31)123holders +1
7new positions
11sold out
1famous investor
$58.13avg. 13F price*
At the end of Q4 2024, 123 institutions reported holding iShares MSCI Emerging MKT SM (EEMS) in their 13F filings, up 1 from Q3 2024. 7 opened new positions and 11 sold out. The largest holders were Employees' Retirement Fund of the City of Fort Worth ($16.8M), Morgan Stanley ($16.7M) and Bank of America Corp. ($13.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares MSCI Emerging MKT SM
- CUSIP
- 464286475
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.1M |
| Exits | 11 | $6.9M |
All 13F filers, Q3 2024 → Q4 2024: 226,893 shares bought and 572,993 shares sold, net −346,100 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 123 holders
| Employees' Retirement Fund of the City of Fort Worth | 7.83% | No change | 288,694 | $16.8M |
| Morgan Stanley | 0.00% | Add +6.3% | 286,536 | $16.7M |
| Bank of America Corp. | 0.00% | Reduce -12.8% | 227,980 | $13.3M |
| State of Wisconsin Investment Board | 0.03% | Add +5.5% | 172,513 | $10.0M |
| Checchi Capital Advisers, LLC | 0.73% | Add +57.5% | 168,065 | $9.8M |
| MML Investors Services, LLC | 0.03% | Add +5.0% | 161,246 | $9.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -2.3% | 154,303 | $9.0M |
| Evergreen Capital Management LLC | 0.28% | Reduce -4.4% | 148,870 | $8.7M |
| Old Mission Capital LLC | 0.20% | Reduce -21.9% | 147,633 | $8.6M |
| Corrigan Financial, Inc. | 1.69% | Add +1.2% | 126,965 | $7.4M |
| Harbor Advisory Corp. | 2.16% | Reduce -0.2% | 112,900 | $6.6M |
| LPL Financial LLC | 0.00% | Add +8.9% | 105,226 | $6.1M |
| Wells Fargo & Company | 0.00% | Add +17.3% | 95,658 | $5.6M |
| Johnson Financial Group, LLC | 0.60% | Reduce -24.0% | 88,129 | $5.1M |
| Omega Financial Group, LLC | 1.52% | Add +5.6% | 69,093 | $4.0M |
| Valmark Advisers, Inc. | 0.05% | Reduce -2.4% | 60,392 | $3.5M |
| Creative Planning | 0.00% | Reduce -15.2% | 57,224 | $3.3M |
| Texas Yale Capital Corp. | 0.12% | Reduce -1.3% | 50,814 | $3.0M |
| Raymond James Financial Inc. | 0.00% | — | 48,922 | $2.8M |
| JFG Wealth Management, LLC | 0.64% | Reduce -11.6% | 47,997 | $2.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.4% | 45,768 | $2.7M |
| Sowell Financial Services LLC | 0.13% | Add +14.8% | 43,188 | $2.5M |
| Jane Street Group, LLC | 0.00% | Reduce -73.4% | 42,854 | $2.5M |
| Citadel Advisors | 0.00% | Reduce -55.9% | 41,191 | $2.4M |
| Cypress Point Wealth Management, LLC | 0.71% | Reduce -0.0% | 39,386 | $2.3M |
| Flow Traders U.S. LLC | 0.09% | Add +154.8% | 37,453 | $2.2M |
| UBS Group AG | 0.00% | Reduce -15.3% | 32,395 | $1.9M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -1.2% | 32,076 | $1.9M |
| Valued Retirements, Inc. | 2.48% | Reduce -9.9% | 31,626 | $1.8M |
| Victory Capital Management Inc. | 0.00% | Add +355.9% | 30,796 | $1.8M |
| Sax Wealth Advisors, LLC | 0.12% | Reduce -17.2% | 26,782 | $1.6M |
| Concourse Financial Group Securities, Inc. | 0.09% | Add +25.4% | 26,830 | $1.5M |
| Pure Financial Advisors, LLC | 0.03% | Reduce -2.0% | 26,020 | $1.5M |
| Williams & Novak, LLC | 1.28% | Reduce -2.0% | 22,897 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +9.9% | 22,283 | $1.3M |
| Pathway Financial Advisors LLC | 0.26% | Add +18.3% | 19,745 | $1.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Reduce -0.6% | 19,160 | $1.1M |
| Swisher Financial Concepts, Inc. | 1.27% | Reduce -44.9% | 18,507 | $1.1M |
| Ameriprise Financial Inc. | 0.00% | Add +41.0% | 18,505 | $1.1M |
| Rebalance, LLC | 0.08% | Add +2.1% | 18,357 | $1.1M |
| Clear Harbor Asset Management, LLC | 0.08% | Add +4.2% | 17,674 | $1.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +8.1% | 16,076 | $935K |
| Falcon Wealth Planning | 0.10% | Reduce -1.8% | 16,067 | $934K |
| Mill Creek Capital Advisors, LLC | 0.02% | No change | 14,371 | $836K |
| BlackRock, Inc. | 0.00% | Add +31.4% | 13,285 | $772K |
| NorthLanding Financial Partners, LLC | 0.74% | Add +2.4% | 12,645 | $735K |
| Jones Financial Companies LLLP | 0.00% | Add +20.6% | 11,647 | $677K |
| Susquehanna International Group, LLP | 0.00% | New | 11,211 | $652K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -5.1% | 11,148 | $648K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -4.3% | 11,039 | $625K |
| Virtue Capital Management, LLC | 0.12% | Add +1.1% | 10,512 | $611K |
| Trust Co of the South | 0.12% | No change | 10,395 | $604K |
| Merriman Wealth Management, LLC | 0.02% | No change | 9,620 | $559K |
| Advisory Services Network, LLC | 0.01% | Reduce -0.1% | 9,365 | $544K |
| Simon Quick Advisors, LLC | 0.03% | Add +0.5% | 8,923 | $519K |
| Nottingham Advisors, Inc. | 0.06% | No change | 8,297 | $482K |
| Janney Montgomery Scott LLC | 0.00% | Add +4.0% | 8,065 | $469K |
| BIP Wealth, LLC | 0.03% | Add +36.3% | 7,837 | $456K |
| US Bancorp \de | 0.00% | No change | 7,750 | $451K |
| MB Generational Wealth, LLC | 0.33% | No change | 7,645 | $444K |
| Corient Private Wealth LP | 0.00% | No change | 7,608 | $442K |
| Fullcircle Wealth LLC | 0.18% | Reduce -28.0% | 7,601 | $437K |
| Thor Investment Management Inc. /Oh/ | 0.33% | Add +9.8% | 7,435 | $432K |
| Red Lighthouse Investment Management, LLC | 0.16% | No change | 7,042 | $409K |
| Guardian Partners Inc. | 0.04% | — | 7,050 | $408K |
| Index Fund Advisors, Inc. | 0.02% | Add +0.4% | 6,698 | $389K |
| Belpointe Asset Management LLC | 0.02% | Add +1.3% | 5,431 | $336K |
| Avior Wealth Management, LLC | 0.01% | Add +2.2% | 5,586 | $325K |
| Royal Bank of Canada | 0.00% | No change | 5,083 | $295K |
| Osaic Holdings, Inc. | 0.00% | Add +3.3% | 5,027 | $293K |
| Parcion Private Wealth LLC | 0.02% | Reduce -0.2% | 5,017 | $292K |
| Gould Asset Management LLC | 0.06% | No change | 4,890 | $284K |
| Trademark Financial Management, LLC | 0.22% | Reduce -16.5% | 4,703 | $273K |
| First Interstate Bank | 0.02% | No change | 4,656 | $271K |
| Focus Partners Wealth | 0.00% | No change | 4,373 | $254K |
| Samalin Investment Counsel, LLC | 0.11% | Add +6.8% | 4,286 | $249K |
| Sigma Planning Corp | 0.01% | Reduce -12.2% | 4,105 | $239K |
| Cascade Financial Partners, LLC | 0.03% | Reduce -14.7% | 4,068 | $237K |
| Insight Advisors, LLC/ PA | 0.04% | No change | 3,920 | $227K |
| Montis Financial, LLC | 0.07% | New | 3,853 | $224K |
| TFB Advisors LLC | 0.06% | No change | 3,600 | $209K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | No change | 3,586 | $208K |
| AdvisorNet Financial, Inc | 0.02% | Add +2.3% | 3,463 | $201K |
| Glass Jacobson Investment Advisors llc | 0.06% | Add +40.0% | 3,074 | $179K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 2,810 | $163K |
| Tortoise Investment Management, LLC | 0.02% | No change | 2,527 | $147K |
| Global Retirement Partners, LLC | 0.00% | Add +0.8% | 2,290 | $133K |
| Brooklyn Investment Group | 0.03% | New | 1,695 | $99K |
| Maryland Capital Advisors Inc. | 0.04% | Reduce -0.7% | 1,580 | $92K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,500 | $87K |
| JPMorgan Chase & Co. | 0.00% | Reduce -84.4% | 1,460 | $85K |
| Parkside Financial Bank & Trust | 0.01% | New | 1,455 | $85K |
| FMR LLC | 0.00% | Add +33.9% | 1,265 | $74K |
| Bogart Wealth, LLC | 0.00% | No change | 1,051 | $61K |
| Blue Trust, Inc. | 0.00% | Add +6.0% | 1,023 | $59K |
| SBI Securities Co., Ltd. | 0.00% | — | 984 | $57K |
| Comerica Bank | 0.00% | No change | 964 | $56K |
| Physician Wealth Advisors, Inc. | 0.01% | New | 717 | $42K |
| Synergy Investment Management, LLC | 0.02% | — | 615 | $36K |
| Heck Capital Advisors, LLC | 0.00% | Reduce -98.5% | 552 | $32K |
"% of holder's portfolio" is EEMS's weight in each manager's 13F, not the share of iShares MSCI Emerging MKT SM the manager owns.