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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 %
Brown Advisory
101
Brown Advisory
Maryland
$9.15M +$2.25M +31,333 +33%
Wealth Enhancement Advisory Services
102
Wealth Enhancement Advisory Services
Minnesota
$9.11M +$1.52M +20,731 +20%
RJA
103
Raymond James & Associates
Florida
$8.65M -$2.21M -30,726 -20%
FCBT
104
First Citizens Bank & Trust
North Carolina
$8.63M -$302K -4,200 -3%
CAL
105
Capital Analysts LLC
Pennsylvania
$8.61M +$2.3M +32,049 +37%
Renaissance Technologies
106
Renaissance Technologies
New York
$8.58M +$8.58M +119,400 New
HT
107
Hefren-Tillotson
Pennsylvania
$8.49M +$118K +1,646 +1%
BOS
108
Bank of Stockton
California
$8.46M +$2.03M +28,192 +31%
CAS
109
Cascadia Advisory Services
Oregon
$8.45M +$8.45M +117,661 New
HIMCH
110
Hartford Investment Management Co (HIMCO)
Connecticut
$8.38M -$34.5K -480 -0.4%
HT
111
Heritage Trust
Oklahoma
$8.11M +$4.6K +64 +0.1%
BCWM
112
Bartlett & Co Wealth Management
Ohio
$8.1M -$593K -8,257 -7%
BC
113
Bartlett & Co
Ohio
$8.1M -$593K -8,257 -7%
TA
114
Trellis Advisors
Washington
$8.1M -$345K -4,797 -4%
CAN
115
Cetera Advisor Networks
California
$7.95M -$334K -4,651 -4%
WMG
116
WESCAP Management Group
California
$7.88M +$565K +7,864 +8%
VFA
117
Valeo Financial Advisors
Indiana
$7.83M -$72 -1 -0%
FSC
118
Full Sail Capital
Oklahoma
$7.61M -$16K -218 -0.2%
SC
119
Schoolcraft Capital
Colorado
$7.44M -$421K -5,854 -5%
PCWA
120
Pacific Capital Wealth Advisors
California
$7.4M +$691K +9,621 +10%
EA
121
Efficient Advisors
Ohio
$7.27M -$622K -8,664 -8%
CIBC World Market
122
CIBC World Market
Ontario, Canada
$7.18M +$33K +460 +0.5%
FWP
123
Falcon Wealth Planning
California
$7.06M +$451K +6,282 +7%
Stifel Financial
124
Stifel Financial
Missouri
$6.85M +$1.21M +16,800 +21%
Mariner
125
Mariner
Kansas
$6.8M +$913K +12,703 +16%
3 4
5
6 7