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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 %
HCMT
301
Highland Capital Management (Tennessee)
Tennessee
$956K +$13.1K +183 +1%
EVM
302
Eaton Vance Management
Massachusetts
$946K -$15.4K -214 -2%
GG
303
Gofen & Glossberg
Illinois
$936K -$332K -4,624 -26%
DS
304
DRW Securities
Illinois
$915K +$915K +12,735 New
BEAM
305
Baker Ellis Asset Management
Washington
$911K -$69K -960 -7%
RC
306
RegentAtlantic Capital
New Jersey
$877K -$39.2K -546 -4%
NFG
307
Nations Financial Group
Iowa
$854K -$76.9K -1,070 -8%
KA
308
Klingman & Associates
New York
$851K – – –
DP
309
Denver PWM
Colorado
$837K +$110K +1,869 +15%
HR
310
Hardy Reed
Mississippi
$828K -$36.8K -512 -4%
BFEC
311
Benjamin F. Edwards & Company
Missouri
$807K +$323K +4,504 +67%
DACG
312
Donor Advised Charitable Giving
California
$804K -$81.6K -1,136 -9%
BB
313
Busey Bank
Illinois
$800K -$34.9K -486 -4%
BFPW
314
BOK Financial Private Wealth
Colorado
$798K +$4.6K +64 +0.6%
NL
315
NWAM LLC
Washington
$792K +$374K +5,214 +90%
BFO
316
Biltmore Family Office
North Carolina
$791K +$116K +1,620 +17%
ACS
317
Archford Capital Strategies
Illinois
$788K +$86.9K +1,157 +12%
CFO
318
Collective Family Office
Pennsylvania
$784K – – –
GSEP
319
Golden State Equity Partners
California
$782K -$61.6K -858 -7%
WT
320
Whittier Trust
California
$752K +$353K +4,913 +89%
SFS
321
Solitude Financial Services
Virginia
$750K +$99.5K +1,385 +15%
APSP
322
Asset Planning Services (Pennsylvania)
Pennsylvania
$726K -$9.49K -132 -1%
PWPS
323
Pinnacle Wealth Planning Services
Ohio
$722K -$8.98K -125 -1%
VFA
324
Voya Financial Advisors
Connecticut
$721K +$48.6K +675 +7%
APWM
325
Atlas Private Wealth Management
New York
$714K +$305K +4,247 +75%
11 12
13
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