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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

607 hedge funds and large institutions have $9.06B invested in iShares MSCI EAFE Small-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 240 increasing their positions, 181 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
+37
Holders Change %
+6.49%
% of All Funds
10.69%
Holding in Top 10
35
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.62%
New
80
Increased
240
Reduced
181
Closed
37
Calls
$675K
Puts
$5.73M
Net Calls
-$5.05M
Net Calls Change
-$1.48M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$507M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$162M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$96.8M
4
AssetMark Inc
AssetMark Inc
California
+$88.4M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$85.4M

Top Sellers

1
SS
Simplicity Solutions
Minnesota
-$47.9M
2
Jane Street
Jane Street
New York
-$35.6M
3
BSW
Buckingham Strategic Wealth
Missouri
-$22.1M
4
FWCM
Ferguson Wellman Capital Management
Oregon
-$16.9M
5
MIS
Morningstar Investment Services
Illinois
-$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ML
226
McAdam LLC
Pennsylvania
$2.12M -$1.72K -24 -0.1%
SS
227
Simplicity Solutions
Minnesota
$2.07M -$47.9M -667,151 -96%
CCA
228
Clearwater Capital Advisors
Illinois
$2.07M -$11.6K -162 -0.6%
UCFA
229
United Capital Financial Advisors
Texas
$2.04M +$124K +1,726 +6%
GL
230
Graypoint LLC
New York
$2M +$1.79M +24,916 +845%
JIC
231
Johnson Investment Counsel
Ohio
$2M +$64.5K +897 +3%
GRP
232
Global Retirement Partners
California
$1.98M -$23.3K -325 -1%
ICP
233
Interchange Capital Partners
Pennsylvania
$1.98M +$1.25M +16,828 +170%
CL
234
CPWM LLC
Washington
$1.97M -$28.4K -396 -1%
LNWWM
235
Laird Norton Wetherby Wealth Management
California
$1.96M -$47.4K -659 -2%
APA
236
American Portfolios Advisors
New York
$1.95M +$98.9K +1,377 +5%
RWA
237
River Wealth Advisors
Pennsylvania
$1.91M +$98.5K +1,372 +5%
EA
238
Elm Advisors
California
$1.91M +$27.3K +380 +1%
SPIA
239
Steward Partners Investment Advisory
New York
$1.9M +$138K +1,920 +8%
HC
240
Hatton Consulting
Arizona
$1.88M +$1.88M +26,221 New
ACA
241
Atlas Capital Advisors
Wyoming
$1.86M – – –
SPC
242
Sigma Planning Corp
Michigan
$1.84M +$68.5K +954 +4%
EWM
243
Empirical Wealth Management
Washington
$1.8M -$210K -2,917 -10%
CCMG
244
Clark Capital Management Group
Pennsylvania
$1.75M -$842K -11,719 -32%
NA
245
Nottingham Advisors
New York
$1.72M +$153K +2,126 +10%
Rockefeller Capital Management
246
Rockefeller Capital Management
New York
$1.71M +$1.19M +16,585 +228%
PBT
247
Pictet Bank & Trust
Bahamas
$1.71M – – –
AFAS
248
Acorn Financial Advisory Services
Virginia
$1.7M -$893K -12,427 -34%
CFC
249
Coyle Financial Counsel
Illinois
$1.68M +$35.8K +498 +2%
BDF
250
Balasa Dinverno & Foltz
$1.67M +$2.59K +36 +0.2%
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