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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 %
FC
401
Forte Capital
New York
$388K – – –
OGF
402
Orin Green Financial
California
$385K – – –
MCM
403
Manchester Capital Management
Vermont
$384K – – –
CSPIA
404
Cary Street Partners Investment Advisory
Virginia
$384K +$163K +2,271 +74%
FC
405
Financial Consulate
Maryland
$380K -$12.6K -176 -3%
ECG
406
Edge Capital Group
Georgia
$376K -$28.2K -392 -7%
GC
407
Grimes & Company
Massachusetts
$376K +$376K +5,230 New
CST
408
Charles Schwab Trust
Nevada
$372K -$1.46K -20 -0.4%
MFGM
409
Marshall Financial Group (Maryland)
Maryland
$364K +$1.22K +17 +0.3%
TI
410
Trexquant Investment
Connecticut
$361K +$361K +5,027 New
WS
411
Wedbush Securities
California
$357K +$19.3K +269 +6%
SMA
412
Sage Mountain Advisors
Georgia
$347K +$347K +4,835 New
SFS
413
Summit Financial Strategies
Ohio
$346K -$129K -1,802 -27%
VCM
414
Vivaldi Capital Management
Illinois
$333K -$10.2K -137 -3%
SFO
415
Stokes Family Office
Louisiana
$330K +$47K +655 +17%
WI
416
Wintrust Investments
Illinois
$330K +$330K +4,594 New
LNC
417
Lincoln National Corp
Pennsylvania
$326K -$554K -7,702 -63%
FA
418
FMA Advisory
Pennsylvania
$319K +$72 +1 +0%
LW
419
Linscomb Wealth
Texas
$319K +$28.8K +401 +10%
DC
420
Davenport & Co
Virginia
$318K -$7.19K -100 -2%
CRC
421
Curi RMB Capital
Illinois
$314K +$288 +4 +0.1%
FWM
422
Frontier Wealth Management
Missouri
$312K -$2.87K -40 -0.9%
HB
423
Homrich & Berg
Georgia
$311K +$311K +4,335 New
SIC
424
Samalin Investment Counsel
New York
$310K +$26.5K +369 +9%
MNBTD
425
Moody National Bank Trust Division
Texas
$309K -$3.66K -51 -1%
15 16
17
18 19