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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 %
NYLIM
176
New York Life Investment Management
New York
$3.27M – – –
WPWM
177
Windward Private Wealth Management
Kansas
$3.24M -$409K -5,689 -11%
CA
178
Crumly & Associates
Illinois
$3.24M +$3.24M +45,096 New
PP
179
PrairieView Partners
Minnesota
$3.22M -$61.7K -859 -2%
DL
180
DOHJ LLC
Washington
$3.19M -$13.9K -193 -0.4%
Cerity Partners
181
Cerity Partners
New York
$3.16M +$123K +1,717 +4%
MAM
182
Meeder Asset Management
Ohio
$3.11M +$515K +7,169 +20%
HW
183
Hancock Whitney
Mississippi
$3.06M +$215K +2,998 +8%
TCM
184
Telos Capital Management
California
$3.04M +$33.9K +472 +1%
NHC
185
Nicholas Hoffman & Company
Georgia
$3M -$23.6K -328 -0.8%
CF
186
Corrigan Financial
Rhode Island
$2.99M -$151K -2,102 -5%
SWA
187
Sax Wealth Advisors
New Jersey
$2.98M -$27.9K -388 -0.9%
IWM
188
IHT Wealth Management
Illinois
$2.97M +$43.7K +608 +1%
AA
189
AlphaMark Advisors
Kentucky
$2.94M +$114K +1,589 +4%
SYBT
190
Stock Yards Bank & Trust
Kentucky
$2.9M +$157K +2,183 +6%
PA
191
Probity Advisors
Texas
$2.85M +$2.85M +39,711 New
HPM
192
Hudson Portfolio Management
New York
$2.85M +$2.85M +39,609 New
CI Investments Inc
193
CI Investments Inc
Ontario, Canada
$2.76M +$653K +9,090 +31%
CFA
194
Cahill Financial Advisors
Minnesota
$2.75M -$7.69K -107 -0.3%
CAC
195
Certified Advisory Corp
Florida
$2.74M +$2.74M +38,165 New
PWA
196
Physician Wealth Advisors
Utah
$2.71M -$62.8K -848 -2%
FSWA
197
Financial Synergies Wealth Advisors
Texas
$2.63M – – –
BF
198
BOK Financial
Oklahoma
$2.59M -$82.1K -1,143 -3%
SIS
199
SVB Investment Services
Utah
$2.59M -$51.3K -714 -2%
PFBT
200
Parkside Financial Bank & Trust
Missouri
$2.56M -$504K -7,023 -16%
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