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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
$964M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$599M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.12B
4
AssetMark Inc
AssetMark Inc
California
$88.4M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$97.2M

Top Sellers

1
SS
Simplicity Solutions
Minnesota
$2.07M
2
Jane Street
Jane Street
New York
$0
3
BSW
Buckingham Strategic Wealth
Missouri
$9.22M
4
FWCM
Ferguson Wellman Capital Management
Oregon
$0
5
MIS
Morningstar Investment Services
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
26
Modera Wealth Management
New Jersey
$55.4M +$3.27M +45,583 +6%
Franklin Resources
27
Franklin Resources
California
$50.3M +$7.97M +111,007 +19%
TAIM
28
TD Ameritrade Investment Management
Nebraska
$49.6M – – –
1832 Asset Management
29
1832 Asset Management
Ontario, Canada
$49.2M +$49.2M +680,000 New
AWM
30
AE Wealth Management
Kansas
$46.8M +$1.37M +19,027 +3%
HHGA
31
Halbert Hargrove Global Advisors
California
$44M -$316K -4,400 -0.7%
Fifth Third Bancorp
32
Fifth Third Bancorp
Ohio
$39.9M -$2.24M -31,206 -5%
RC
33
Rinet Company
Massachusetts
$39.1M +$1.36M +18,973 +4%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$36.1M +$2.66M +37,040 +8%
BP
35
Ballentine Partners
Massachusetts
$33.4M -$484K -6,743 -1%
AFA
36
American Financial Advisors
Georgia
$28.5M +$4.22M +58,755 +17%
GLA
37
Great Lakes Advisors
Illinois
$28.2M +$625K +8,706 +2%
AC
38
Allstate Corporation
Illinois
$26.6M +$13.2M +183,413 +98%
EH
39
Equitable Holdings
New York
$26.3M +$2.16M +30,047 +9%
BAAM
40
Baker Avenue Asset Management
California
$25.7M +$187K +2,602 +0.7%
PSUF
41
People's United Financial
Connecticut
$25.2M -$1.05M -14,555 -4%
Osaic Holdings
42
Osaic Holdings
Arizona
$24.8M +$8.45M +117,548 +52%
HighTower Advisors
43
HighTower Advisors
Illinois
$23.4M -$339K -4,724 -1%
PL
44
Plancorp LLC
Missouri
$23.2M +$9.77K +136 +0%
OCM
45
One Capital Management
California
$22.8M +$719K +10,011 +3%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$22.7M +$1.93M +26,886 +9%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$19.8M +$615K +8,564 +3%
KM
48
Kabouter Management
Illinois
$19.5M +$13.1M +182,327 +206%
Nuveen Asset Management
49
Nuveen Asset Management
Illinois
$19.5M +$10.8M +150,862 +125%
MGIA
50
Moneta Group Investment Advisors
Missouri
$19M +$6.24M +86,866 +49%
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