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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 %
JAWM
626
J. Arnold Wealth Management
Ohio
$1K +$83 +1 +9%
WQ
627
Wealth Quarterback
New Jersey
$1K +$1K +12 New
Kayne Anderson Rudnick Investment Management
628
Kayne Anderson Rudnick Investment Management
California
$1K +$1K +18 New
BBHC
629
Brown Brothers Harriman & Co
New York
$436 +$396 +5,348 +1,000%
WIM
630
Westside Investment Management
California
$3 – – –
SWM
631
Sugarloaf Wealth Management
Georgia
– -$9 -138,063 Closed
CAS
632
Cascadia Advisory Services
Oregon
– -$8.45M -117,661 Closed
GCA
633
Greenwood Capital Associates
South Carolina
– -$4.73M -65,794 Closed
WFI
634
West Family Investments
California
– -$2.17M -30,200 Closed
WCFA
635
Walkner Condon Financial Advisors
Wisconsin
– -$1.55M -21,617 Closed
SFM
636
Signet Financial Management
New Jersey
– -$1.46M -20,286 Closed
HSBC Holdings
637
HSBC Holdings
United Kingdom
– -$1M -14,000 Closed
HCMT
638
Highland Capital Management (Tennessee)
Tennessee
– -$956K -13,311 Closed
WFA
639
Wellspring Financial Advisors
Ohio
– -$467K -10,426 Closed
AIC
640
Ameritas Investment Company
Nebraska
– -$562K -7,824 Closed
Millennium Management
641
Millennium Management
New York
– -$533K -7,425 Closed
W
642
WealthOne
New York
– -$403K -5,615 Closed
FA
643
FMA Advisory
Pennsylvania
– -$319K -4,435 Closed
MAM
644
Madison Asset Management
Wisconsin
– -$237K -3,298 Closed
CAG
645
Csenge Advisory Group
Florida
– -$241K -3,251 Closed
BPA
646
Beacon Pointe Advisors
California
– -$219K -3,076 Closed
LFF
647
Level Four Financial
Texas
– -$213K -2,967 Closed
CS
648
Comerica Securities
Michigan
– -$213K -2,960 Closed
LFA
649
Legacy Financial Advisors
Kentucky
– -$212K -2,950 Closed
LA
650
Latitude Advisors
Florida
– -$210K -2,945 Closed
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