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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
1
Bank of New York Mellon
New York
$821M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$191M
3
Citadel Advisors
3
Citadel Advisors
Florida
$57.1M
4
Citigroup
4
Citigroup
New York
$75.6M
5
KM
5
Kabouter Management
Illinois
$71.9M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$399M
2
TF
2
TIAA FSB
Florida
$868M
3
AssetMark Inc
3
AssetMark Inc
California
$28K
4
Bank of America
4
Bank of America
North Carolina
$400M
5
LPL Financial
5
LPL Financial
California
$33.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
51
HighTower Advisors
Illinois
$24.2M +$17.9K +241 +0.1%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$24.1M +$660K +8,902 +3%
PL
53
Plancorp LLC
Missouri
$23.9M – – –
AAS
54
Avantax Advisory Services
Texas
$23M +$4.82M +65,097 +27%
Osaic Holdings
55
Osaic Holdings
Arizona
$20.9M -$4.76M -64,183 -19%
MGIA
56
Moneta Group Investment Advisors
Missouri
$20.7M +$1.16M +15,659 +6%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$20.7M +$232K +3,126 +1%
BWM
58
Brickley Wealth Management
California
$19.7M +$284K +3,835 +1%
UB
59
UMB Bank
Missouri
$19.2M -$300K -4,046 -2%
RFA
60
Radnor Financial Advisors
Pennsylvania
$18.8M +$216K +2,913 +1%
CG
61
Colony Group
Massachusetts
$18.7M +$561K +7,563 +3%
State of Tennessee, Department of Treasury
62
State of Tennessee, Department of Treasury
Tennessee
$18.4M -$570K -7,687 -3%
US Bancorp
63
US Bancorp
Minnesota
$18.3M +$256K +3,455 +1%
RJFSA
64
Raymond James Financial Services Advisors
Florida
$17.9M +$893K +12,037 +5%
Barclays
65
Barclays
United Kingdom
$17.6M +$17.6M +237,443 New
EWA
66
Exencial Wealth Advisors
Oklahoma
$17.3M -$130K -1,759 -0.8%
MWM
67
Mission Wealth Management
California
$17M +$71.8K +968 +0.4%
CL
68
Choreo LLC
Illinois
$16.2M +$1.15M +15,546 +8%
BAMG
69
Brand Asset Management Group
Missouri
$16M -$622K -8,385 -4%
CCA
70
Checchi Capital Advisers
California
$15.2M +$2.32M +31,308 +18%
AA
71
ALPS Advisors
Colorado
$15.1M – – –
HTC
72
Hershey Trust Company
Pennsylvania
$15.1M +$13.4M +181,000 +823%
SWM
73
Shakespeare Wealth Management
Wisconsin
$14.7M +$153K +2,014 +1%
APW
74
Austin Private Wealth
Texas
$14.5M +$1.09M +14,640 +8%
QCG
75
Quadrant Capital Group
Ohio
$14.4M +$929K +12,524 +7%
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