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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 %
CWM
351
Curi Wealth Management
North Carolina
$578K +$139K +1,942 +32%
WTB
352
Washington Trust Bank
Washington
$574K +$290K +4,037 +102%
VIM
353
Vista Investment Management
Pennsylvania
$573K +$16.2K +226 +3%
9WM
354
9258 Wealth Management
Ohio
$570K +$144 +2 +0%
JWCA
355
J.W. Cole Advisors
Florida
$566K +$134K +1,862 +31%
AIC
356
Ameritas Investment Company
Nebraska
$562K +$562K +7,824 New
AOWM
357
Alpha Omega Wealth Management
Virginia
$555K – – –
RSWM
358
Robertson Stephens Wealth Management
California
$550K +$221K +3,081 +67%
PAS
359
Park Avenue Securities
New York
$546K +$95.9K +1,335 +21%
SBH
360
Segall Bryant & Hamill
Illinois
$543K +$23.7K +329 +5%
Susquehanna International Group
361
Susquehanna International Group
Pennsylvania
$540K +$540K +7,523 New
Millennium Management
362
Millennium Management
New York
$533K -$2.93M -40,771 -85%
YIA
363
YHB Investment Advisors
Connecticut
$529K +$302K +3,994 +133%
PWM
364
Perigon Wealth Management
California
$525K +$60.8K +847 +13%
LWP
365
Laurel Wealth Planning
Minnesota
$525K +$98.4K +1,370 +23%
CA
366
Cumberland Advisors
Florida
$523K +$5.75K +80 +1%
MAM
367
McLean Asset Management
Virginia
$520K +$32K +424 +7%
HIS
368
Horizon Investment Services
Indiana
$511K +$120K +1,674 +31%
OCAM
369
Onex Canada Asset Management
Ontario, Canada
$484K +$484K +6,744 New
WPP
370
Whalerock Point Partners
Rhode Island
$481K – – –
SCM
371
Stonehearth Capital Management
Massachusetts
$478K +$32.4K +451 +7%
FG
372
Foster Group
Iowa
$470K – – –
CA
373
Cetera Advisors
Colorado
$468K +$34.2K +476 +8%
RJT
374
Raymond James Trust
Florida
$468K +$45.1K +629 +11%
WFA
375
Wellspring Financial Advisors
Ohio
$467K +$467K +10,426 New
13 14
15
16 17