iShares MSCI Emerging MKT SMEEMSETF
13F holders, Q2 2025 (June 30)101holders −2
6new positions
7sold out
$64.29avg. 13F price*
At the end of Q2 2025, 101 institutions reported holding iShares MSCI Emerging MKT SM (EEMS) in their 13F filings, down 2 from Q1 2025. 6 opened new positions and 7 sold out. The largest holders were Connor, Clark & Lunn Investment Management Ltd. ($49.9M), UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($49.9M) and Checchi Capital Advisers, LLC ($17.8M).
- Company
- iShares MSCI Emerging MKT SM
- CUSIP
- 464286475
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $108.5M |
| Exits | 7 | $21.1M |
All 13F filers, Q1 2025 → Q2 2025: 1,887,035 shares bought and 462,901 shares sold, net +1,424,134 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 101 holders
| Connor, Clark & Lunn Investment Management Ltd. | 0.18% | New | 769,563 | $49.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | New | 769,563 | $49.9M |
| Checchi Capital Advisers, LLC | 1.24% | Add +52.3% | 274,931 | $17.8M |
| Employees' Retirement Fund of the City of Fort Worth | 7.33% | No change | 288,694 | $16.1M |
| Bank of America Corp. | 0.00% | Reduce -3.9% | 210,339 | $13.6M |
| MML Investors Services, LLC | 0.03% | Add +5.7% | 181,731 | $11.8M |
| State of Wisconsin Investment Board | 0.03% | Add +0.8% | 173,813 | $11.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +12.1% | 173,590 | $11.3M |
| Morgan Stanley | 0.00% | Add +3.9% | 173,475 | $11.2M |
| Savant Capital, LLC | 0.06% | New | 125,314 | $8.1M |
| Evergreen Capital Management LLC | 0.24% | No change | 123,210 | $8.0M |
| Harbor Advisory Corp. | 2.50% | Add +1.5% | 120,843 | $7.8M |
| LPL Financial LLC | 0.00% | Reduce -0.0% | 106,443 | $6.9M |
| Wells Fargo & Company | 0.00% | Add +4.3% | 106,139 | $6.9M |
| Omega Financial Group, LLC | 1.71% | Add +1.7% | 73,037 | $4.7M |
| Johnson Financial Group, LLC | 0.39% | Reduce -0.7% | 62,680 | $4.1M |
| Valmark Advisers, Inc. | 0.06% | Add +0.4% | 61,122 | $4.0M |
| Texas Yale Capital Corp. | 0.13% | Add +2.3% | 59,966 | $3.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.3% | 58,625 | $3.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.7% | 51,413 | $3.3M |
| Creative Planning | 0.00% | Reduce -7.4% | 48,026 | $3.1M |
| Sowell Financial Services LLC | 0.12% | Add +2.6% | 46,255 | $3.0M |
| Victory Capital Management Inc. | 0.00% | Add +345.3% | 45,452 | $2.9M |
| Pathway Financial Advisors LLC | 0.39% | Add +37.9% | 41,231 | $2.7M |
| JFG Wealth Management, LLC | 0.56% | Reduce -5.7% | 40,944 | $2.7M |
| Sax Wealth Advisors, LLC | 0.15% | Add +42.7% | 37,194 | $2.4M |
| Cypress Point Wealth Management, LLC | 0.54% | Add +0.1% | 34,479 | $2.2M |
| Cetera Investment Advisers | 0.00% | Reduce -31.5% | 29,243 | $1.9M |
| UBS Group AG | 0.00% | Reduce -4.0% | 28,973 | $1.9M |
| Pure Financial Advisors, LLC | 0.03% | Add +2.9% | 25,237 | $1.6M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -1.7% | 24,751 | $1.6M |
| Clear Harbor Asset Management, LLC | 0.10% | Add +4.9% | 20,130 | $1.3M |
| Williams & Novak, LLC | 1.11% | Reduce -4.6% | 20,057 | $1.3M |
| Rebalance, LLC | 0.08% | Add +0.7% | 18,482 | $1.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Reduce -2.7% | 17,884 | $1.2M |
| BlackRock, Inc. | 0.00% | Add +13.8% | 15,636 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Add +1.2% | 14,114 | $916K |
| NorthLanding Financial Partners, LLC | 0.77% | Add +6.8% | 13,338 | $865K |
| Guardian Partners Inc. | 0.07% | No change | 12,674 | $821K |
| Flow Traders U.S. LLC | 0.03% | Reduce -25.4% | 12,209 | $792K |
| Focus Partners Wealth | 0.00% | No change | 12,167 | $789K |
| Falcon Wealth Planning | 0.08% | Reduce -19.8% | 12,120 | $786K |
| Susquehanna International Group, LLP | 0.00% | Reduce -64.0% | 11,923 | $773K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -31.9% | 11,770 | $763K |
| Perigon Wealth Management, LLC | 0.02% | Add +0.3% | 11,078 | $718K |
| Mill Creek Capital Advisors, LLC | 0.02% | No change | 10,521 | $682K |
| Trust Co of the South | 0.12% | No change | 10,395 | $674K |
| Valued Retirements, Inc. | 0.70% | Reduce -0.8% | 9,589 | $622K |
| Advisory Services Network, LLC | 0.01% | No change | 9,365 | $600K |
| Simon Quick Advisors, LLC | 0.03% | Add +0.1% | 8,935 | $579K |
| Ameriprise Financial Inc. | 0.00% | Add +2.4% | 8,930 | $579K |
| Fullcircle Wealth LLC | 0.21% | Add +15.6% | 8,913 | $573K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.5% | 8,776 | $569K |
| Nottingham Advisors, Inc. | 0.08% | No change | 8,297 | $538K |
| Virtue Capital Management, LLC | 0.10% | Reduce -21.8% | 8,268 | $536K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -16.3% | 8,240 | $534K |
| Corient Private Wealth LP | 0.00% | No change | 7,608 | $493K |
| Index Fund Advisors, Inc. | 0.03% | Add +0.2% | 7,191 | $466K |
| Red Lighthouse Investment Management, LLC | 0.17% | No change | 7,042 | $457K |
| Thor Investment Management Inc. /Oh/ | 0.29% | Reduce -3.9% | 6,679 | $433K |
| Glass Jacobson Investment Advisors llc | 0.16% | Add +113.1% | 6,552 | $425K |
| Samalin Investment Counsel, LLC | 0.15% | Add +10.5% | 5,885 | $382K |
| Swisher Financial Concepts, Inc. | 0.24% | Reduce -39.5% | 5,830 | $378K |
| Cascade Financial Partners, LLC | 0.05% | New | 5,808 | $377K |
| Avior Wealth Management, LLC | 0.01% | Add +0.7% | 5,624 | $365K |
| Jones Financial Companies LLLP | 0.00% | Reduce -42.1% | 5,452 | $351K |
| Royal Bank of Canada | 0.00% | No change | 5,083 | $329K |
| BIP Wealth, LLC | 0.02% | Reduce -35.7% | 4,945 | $321K |
| JPMorgan Chase & Co. | 0.00% | Add +261.3% | 4,866 | $316K |
| Gould Asset Management LLC | 0.06% | Reduce -0.7% | 4,855 | $315K |
| Parcion Private Wealth LLC | 0.02% | Reduce -5.7% | 3,598 | $233K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | New | 3,504 | $227K |
| AlphaCore Capital LLC | 0.01% | No change | 3,257 | $211K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.7% | 2,904 | $188K |
| Tortoise Investment Management, LLC | 0.02% | No change | 2,527 | $164K |
| Maseco LLP | 0.01% | — | 2,042 | $132K |
| Global Retirement Partners, LLC | 0.00% | — | 2,030 | $132K |
| NewEdge Advisors, LLC | 0.00% | Add +21.2% | 2,000 | $130K |
| Brooklyn Investment Group | 0.01% | No change | 1,695 | $110K |
| FMR LLC | 0.00% | Add +35.7% | 1,563 | $101K |
| Maryland Capital Advisors Inc. | 0.04% | Reduce -1.6% | 1,445 | $94K |
| SBI Securities Co., Ltd. | 0.00% | Add +1.5% | 1,229 | $80K |
| Bogart Wealth, LLC | 0.00% | No change | 1,051 | $68K |
| Russell Investments Group, Ltd. | 0.00% | No change | 739 | $48K |
| Blair William & Co. | 0.00% | No change | 500 | $32K |
| Parkworth Wealth Management, Inc. | 0.02% | Add +0.7% | 454 | $29K |
| Princeton Global Asset Management LLC | 0.00% | No change | 314 | $20K |
| Mb, Levis & Associates, LLC | 0.01% | Add +0.7% | 295 | $19K |
| Allworth Financial LP | 0.00% | No change | 254 | $16K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 244 | $16K |
| MAI Capital Management | 0.00% | No change | 197 | $13K |
| Harbour Investments, Inc. | 0.00% | No change | 180 | $12K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 178 | $12K |
| Bank of Montreal | 0.00% | No change | 165 | $11K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 110 | $7K |
| Principal Securities, Inc. | 0.00% | Reduce -14.3% | 84 | $5K |
| Basso Capital Management, L.P. | 0.00% | No change | 76 | $5K |
| CoreCap Advisors, LLC | 0.00% | No change | 57 | $4K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 50 | $3K |
| Richardson Capital Management LLC | 0.00% | No change | 42 | $3K |
"% 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.