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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 %
TFCP
76
Twin Focus Capital Partners
Massachusetts
$12.4M +$343K +4,770 +3%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$12.2M -$9.77M -131,871 -45%
CI
78
CX Institutional
Indiana
$12.1M +$4.11M +57,227 +51%
PFA
79
Pure Financial Advisors
California
$12M -$707K -9,836 -6%
WA
80
Wealth Architects
California
$11.8M -$170K -2,363 -1%
SW
81
SVB Wealth
Massachusetts
$11.6M +$759K +10,565 +7%
KP
82
Keel Point
Alabama
$11.3M -$2.82M -39,311 -20%
AA
83
Alesco Advisors
New York
$10.7M -$372K -5,173 -3%
RWP
84
RWA Wealth Partners
Massachusetts
$10.7M +$8.47M +117,917 +378%
BHWA
85
Beacon Harbor Wealth Advisors
Virginia
$10.5M +$18.7K +260 +0.2%
PFA
86
Professional Financial Advisors
Nebraska
$10.4M +$241K +3,354 +2%
MML Investors Services
87
MML Investors Services
Massachusetts
$10.3M +$164K +2,280 +2%
BJL
88
Brighton Jones LLC
Washington
$10.2M -$32K -445 -0.3%
LFG
89
Larson Financial Group
Missouri
$10.2M +$1.14M +15,820 +13%
FWM
90
Fairhaven Wealth Management
Illinois
$10.1M -$165K -2,295 -2%
WAP
91
Wealthcare Advisory Partners
Pennsylvania
$10.1M -$293K -4,080 -3%
MCM
92
MAI Capital Management
Ohio
$10M +$1.58M +22,039 +19%
Prudential Financial
93
Prudential Financial
New Jersey
$9.76M +$690K +9,611 +8%
Victory Capital Management
94
Victory Capital Management
Texas
$9.65M +$9.65M +134,362 New
WA
95
Waverly Advisors
Alabama
$9.58M +$358K +4,755 +4%
PFO
96
Pathstone Family Office
New Jersey
$9.56M – – –
M&T Bank
97
M&T Bank
New York
$9.28M -$576K -8,015 -6%
Russell Investments Group
98
Russell Investments Group
United Kingdom
$9.27M +$9.27M +129,000 New
IFS
99
Ifrah Financial Services
Arkansas
$9.25M -$40.6K -565 -0.4%
BSW
100
Buckingham Strategic Wealth
Missouri
$9.22M -$22.1M -307,485 -71%
2 3
4
5 6