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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 %
UB
51
UMB Bank
Missouri
$18.9M +$1.82M +25,277 +11%
BWM
52
Brickley Wealth Management
California
$18.8M +$185K +2,574 +1%
RFA
53
Radnor Financial Advisors
Pennsylvania
$18.5M -$327K -4,408 -2%
State of Tennessee, Department of Treasury
54
State of Tennessee, Department of Treasury
Tennessee
$18.4M -$394K -5,480 -2%
Citigroup
55
Citigroup
New York
$18.3M -$2.49M -34,626 -12%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$18M +$2.12M +29,528 +13%
CG
57
Colony Group
Massachusetts
$17.6M +$447K +6,224 +3%
AAS
58
Avantax Advisory Services
Texas
$17.6M +$2.84M +39,437 +19%
US Bancorp
59
US Bancorp
Minnesota
$17.5M -$205K -2,855 -1%
EWA
60
Exencial Wealth Advisors
Oklahoma
$16.8M -$230K -3,195 -1%
RJFSA
61
Raymond James Financial Services Advisors
Florida
$16.4M +$356K +4,961 +2%
MWM
62
Mission Wealth Management
California
$16.4M +$814K +11,325 +5%
BAMG
63
Brand Asset Management Group
Missouri
$16.1M -$583K -8,109 -3%
Wellington Management Group
64
Wellington Management Group
Massachusetts
$15.5M -$1.17M -16,347 -7%
AA
65
ALPS Advisors
Colorado
$14.7M +$14.7M +204,210 New
CL
66
Choreo LLC
Illinois
$14.6M +$917K +12,759 +7%
SWM
67
Shakespeare Wealth Management
Wisconsin
$13.7M -$224K -3,115 -2%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$13.5M +$1.31M +18,177 +11%
QCG
69
Quadrant Capital Group
Ohio
$13.1M +$380K +5,285 +3%
MWM
70
Merriman Wealth Management
Washington
$13.1M -$105K -1,464 -0.8%
APW
71
Austin Private Wealth
Texas
$13M +$361K +5,027 +3%
OAM
72
Oppenheimer Asset Management
New York
$12.8M +$209K +2,908 +2%
PWAG
73
Polaris Wealth Advisory Group
California
$12.7M -$532K -7,166 -4%
CCA
74
Checchi Capital Advisers
California
$12.4M +$1.52M +21,165 +14%
GT
75
Glenmede Trust
Pennsylvania
$12.4M +$126K +1,758 +1%
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