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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 %
MCC
601
Money Concepts Capital
Florida
$1K – – –
ACA
602
Aptus Capital Advisors
Alabama
$1K – – –
JAWM
603
J. Arnold Wealth Management
Ohio
$1K – – –
BBHC
604
Brown Brothers Harriman & Co
New York
$38 +$38 +535 New
SWM
605
Sugarloaf Wealth Management
Georgia
$9 +$9 +137,726 +40,868%
WIM
606
Westside Investment Management
California
$2 – – –
Jane Street
607
Jane Street
New York
– -$35.6M -520,740 Closed
FWCM
608
Ferguson Wellman Capital Management
Oregon
– -$16.9M -247,974 Closed
MIS
609
Morningstar Investment Services
Illinois
– -$12.7M -185,993 Closed
TCM
610
Twele Capital Management
Minnesota
– -$8.9M -130,150 Closed
CDIA
611
Capital Directions Investment Advisors
Georgia
– -$6.95M -101,680 Closed
FTUS
612
Flow Traders U.S.
New York
– -$5.52M -80,739 Closed
BEC
613
Blue Edge Capital
Virginia
– -$4.74M -69,335 Closed
WSTAM
614
Wilbanks Smith & Thomas Asset Management
Virginia
– -$3.85M -56,340 Closed
RIA
615
Regal Investment Advisors
Michigan
– -$2.72M -39,734 Closed
GFG
616
Greystone Financial Group
Michigan
– -$2.1M -29,312 Closed
JCM
617
Jacobsen Capital Management
Utah
– -$1.54M -22,530 Closed
HCM
618
Hengehold Capital Management
Ohio
– -$1.18M -17,284 Closed
CW
619
CreativeOne Wealth
Kansas
– -$834K -12,202 Closed
LWCFA
620
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$609K -8,914 Closed
FAIM
621
Financial Advocates Investment Management
Washington
– -$381K -7,266 Closed
GVAG
622
Great Valley Advisor Group
Delaware
– -$424K -6,203 Closed
TSS
623
Two Sigma Securities
New York
– -$390K -5,699 Closed
QTM
624
qPULA Trading Management
New York
– -$369K -5,400 Closed
HR
625
Howe & Rusling
New York
– -$357K -5,225 Closed
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