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

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$399M
2
TF
TIAA FSB
Florida
$868M
3
AssetMark Inc
AssetMark Inc
California
$28K
4
Bank of America
Bank of America
North Carolina
$400M
5
LPL Financial
LPL Financial
California
$33.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSA
401
HBK Sorce Advisory
Pennsylvania
$427K +$217K +2,926 +103%
NB
402
Nicolet Bankshares
Wisconsin
$423K – – –
T
403
TRUADVICE
Florida
$423K +$423K +5,634 New
SF
404
Synovus Financial
Georgia
$421K +$421K +5,690 New
IIM
405
InTrack Investment Management
Vermont
$420K +$420K +5,640 New
AP
406
Advisors Preferred
Maryland
$418K +$418K +5,640 New
YIA
407
YHB Investment Advisors
Connecticut
$414K -$105K -1,419 -20%
AA
408
Ancora Advisors
Ohio
$411K – – –
AP
409
Advisor Partners
California
$410K – – –
WCM
410
Weik Capital Management
Pennsylvania
$408K – – –
Carson Wealth (CWM LLC)
411
Carson Wealth (CWM LLC)
Nebraska
$402K – – –
AWM
412
AllSquare Wealth Management
New York
$401K – – –
FC
413
Forte Capital
New York
$400K – – –
FC
414
Financial Consulate
Maryland
$399K +$7.04K +95 +2%
MFGM
415
Marshall Financial Group (Maryland)
Maryland
$399K +$23.7K +320 +6%
OGF
416
Orin Green Financial
California
$397K – – –
MCM
417
Manchester Capital Management
Vermont
$396K – – –
GC
418
Grimes & Company
Massachusetts
$386K -$2.23K -30 -0.6%
PFM
419
Peak Financial Management
Massachusetts
$380K -$19.9K -269 -5%
PCA
420
Personal Capital Advisors
California
$378K -$29.5K -398 -7%
ICP
421
Interchange Capital Partners
Pennsylvania
$376K -$1.6M -21,620 -81%
CBFP
422
Cedar Brook Financial Partners
Ohio
$376K -$65.8K -888 -15%
FT
423
Fiduciary Trust
Massachusetts
$374K +$74.1K +1,000 +25%
AAP
424
Arax Advisory Partners
Colorado
$374K +$374K +5,040 New
RCM
425
RNC Capital Management
California
$373K -$287K -3,873 -44%
15 16
17
18 19