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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

630 hedge funds and large institutions have $8.92B invested in iShares MSCI EAFE Small-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 274 increasing their positions, 182 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
630
Holders Change
+23
Holders Change %
+3.79%
% of All Funds
11%
Holding in Top 10
35
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.61%
New
67
Increased
274
Reduced
182
Closed
36
Calls
$594K
Puts
$5.96M
Net Calls
-$5.37M
Net Calls Change
-$315K

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$821M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$191M
3
Citadel Advisors
3
Citadel Advisors
Florida
$57.1M
4
Citigroup
4
Citigroup
New York
$75.6M
5
KM
5
Kabouter Management
Illinois
$71.9M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$399M
2
TF
2
TIAA FSB
Florida
$868M
3
AssetMark Inc
3
AssetMark Inc
California
$28K
4
Bank of America
4
Bank of America
North Carolina
$400M
5
LPL Financial
5
LPL Financial
California
$33.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CM
251
Columbus Macro
Pennsylvania
$1.94M -$323K -4,357 -14%
BDF
252
Balasa Dinverno & Foltz
$1.91M +$187K +2,528 +11%
MSWMA
253
Market Street Wealth Management Advisors
Indiana
$1.83M -$636K -8,582 -26%
PBT
254
Pictet Bank & Trust
Bahamas
$1.77M – – –
NA
255
Nottingham Advisors
New York
$1.76M -$12.5K -169 -0.7%
LWA
256
Lenox Wealth Advisors
New York
$1.74M +$15.9K +215 +0.9%
IWS
257
Insight Wealth Strategies
California
$1.73M +$194K +2,613 +13%
BWL
258
Bogart Wealth LLC
Virginia
$1.72M – – –
SGA
259
Strategic Global Advisors
California
$1.7M -$543K -7,322 -24%
OC
260
Oppenheimer & Co
New York
$1.65M -$38.6K -520 -2%
A
261
AdvicePeriod
California
$1.62M +$82.1K +1,107 +5%
CFG
262
Citizens Financial Group
Rhode Island
$1.62M +$43.8K +590 +3%
GT
263
Glenview Trust
Kentucky
$1.61M +$41.2K +556 +3%
DADC
264
D.A. Davidson & Co
Montana
$1.59M +$260K +3,500 +20%
BC
265
Burleson & Co
California
$1.57M +$120K +1,619 +8%
RIM
266
Rockbridge Investment Management
New York
$1.56M +$379K +5,115 +32%
BI
267
Berkeley Inc
Idaho
$1.55M +$15K +202 +1%
APG
268
Abacus Planning Group
South Carolina
$1.55M -$10.8K -145 -0.7%
BAM
269
Baldrige Asset Management
Pennsylvania
$1.54M +$38.4K +517 +3%
CL
270
CPWM LLC
Washington
$1.53M -$503K -6,787 -25%
MFG
271
Magnus Financial Group
New York
$1.49M +$301K +4,058 +25%
MAFM
272
Mid Atlantic Financial Management
Pennsylvania
$1.49M -$64.5K -870 -4%
RHBC
273
R.H. Bluestein & Co
Michigan
$1.48M -$2.23K -30 -0.2%
TIM
274
Tortoise Investment Management
New York
$1.47M -$17.4K -235 -1%
TFF
275
The Family Firm
Maryland
$1.47M +$13.8K +186 +0.9%
9 10
11
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