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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 %
SC
151
Savant Capital
Illinois
$4.64M -$19.7K -274 -0.4%
AF
152
Advisornet Financial
Minnesota
$4.6M +$4.45M +61,883 +2,844%
EWA
153
Encompass Wealth Advisors
Oregon
$4.47M +$1.55M +21,117 +53%
KFAA
154
Klaas Financial Asset Advisors
Illinois
$4.37M +$158K +2,202 +4%
CF
155
Copperwynd Financial
Arizona
$4.34M -$107K -1,490 -2%
Cetera Investment Advisers
156
Cetera Investment Advisers
Illinois
$4.34M -$291K -4,048 -6%
DI
157
Disciplined Investments
Oklahoma
$4.26M -$148K -2,056 -3%
EDRIA
158
Edmonds Duncan Registered Investment Advisors
Kansas
$4.25M +$53.4K +743 +1%
GPA
159
Guidance Point Advisors
Massachusetts
$4.16M -$150K -2,090 -3%
SIC
160
Shoker Investment Counsel
Ohio
$4.04M +$34.6K +482 +0.9%
PCIA
161
Prime Capital Investment Advisors
Kansas
$3.99M +$196K +2,734 +5%
MC
162
Martin & Co
Tennessee
$3.85M +$52.2K +726 +1%
CBT
163
Central Bank & Trust
Kentucky
$3.83M -$162K -2,255 -4%
IAN
164
Integrated Advisors Network
Texas
$3.8M +$3.22M +44,815 +557%
FA
165
FDx Advisors
Illinois
$3.79M +$1.1M +15,322 +41%
VWM
166
Venturi Wealth Management
Texas
$3.66M +$220K +3,066 +6%
GWM
167
Geneos Wealth Management
Colorado
$3.64M +$37.1K +499 +1%
AIP
168
Almanack Investment Partners
Pennsylvania
$3.64M -$11M -152,671 -75%
AL
169
Aspiriant LLC
California
$3.61M -$74.5K -1,037 -2%
Thrivent Financial for Lutherans
170
Thrivent Financial for Lutherans
Minnesota
$3.54M -$2.29M – –
GDP
171
Great Diamond Partners
Maine
$3.52M +$3.52M +48,933 New
SFS
172
Sowell Financial Services
Arkansas
$3.42M +$524K +6,972 +18%
OFG
173
Omega Financial Group
California
$3.35M -$86K -1,197 -3%
RCAG
174
Rehmann Capital Advisory Group
Michigan
$3.33M +$274K +3,819 +9%
Mackenzie Financial
175
Mackenzie Financial
Ontario, Canada
$3.28M -$610K -8,495 -16%
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