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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 %
CAG
451
Csenge Advisory Group
Florida
$241K +$241K +3,251 New
B
452
Bridgeworth
Alabama
$240K +$359 +5 +0.1%
T
453
TrueFG
Texas
$238K -$47.7K -664 -17%
GSIS
454
Global Strategic Investment Solutions
Arizona
$238K +$238K +3,308 New
MAM
455
Madison Asset Management
Wisconsin
$237K – – –
CSPAM
456
Cary Street Partners Asset Management
Virginia
$232K +$3.63K +300 +2%
BOS
457
Bingham Osborn & Scarborough
California
$231K – – –
IF
458
Intrua Financial
Texas
$230K +$230K +3,052 New
WCWM
459
Willow Creek Wealth Management
California
$228K -$64.7K -900 -22%
CCM
460
Colorado Capital Management
Colorado
$227K – – –
OPWM
461
Oakwell Private Wealth Management
Texas
$221K -$11.9K -165 -5%
EPWM
462
Essex Private Wealth Management
Massachusetts
$221K – – –
TNB
463
TCF National Bank
South Dakota
$220K +$143 +2 +0.1%
BPA
464
Beacon Pointe Advisors
California
$219K +$219K +3,076 New
UBV
465
United Bank (Virginia)
Virginia
$214K – – –
EDRH
466
Edmond de Rothschild Holding
Switzerland
$214K +$214K +2,977 New
CS
467
Comerica Securities
Michigan
$213K -$1.39M -19,263 -87%
LFF
468
Level Four Financial
Texas
$213K -$32.4K -452 -13%
CIR
469
Clear Investment Research
Georgia
$213K +$8.98K +125 +4%
LFA
470
Legacy Financial Advisors
Kentucky
$212K +$212K +2,950 New
MYIA
471
Mount Yale Investment Advisors
Colorado
$211K – – –
CAL
472
Capital Advisors Ltd
Ohio
$210K – – –
FCFC
473
First Commonwealth Financial Corp
Pennsylvania
$210K +$210K +2,922 New
LA
474
Latitude Advisors
Florida
$210K +$210K +2,945 New
KM
475
Kalos Management
Georgia
$205K -$56.8K -763 -22%
17 18
19
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