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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
+$507M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$162M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$96.8M
4
AssetMark Inc
AssetMark Inc
California
+$88.4M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$85.4M

Top Sellers

1
SS
Simplicity Solutions
Minnesota
-$47.9M
2
Jane Street
Jane Street
New York
-$35.6M
3
BSW
Buckingham Strategic Wealth
Missouri
-$22.1M
4
FWCM
Ferguson Wellman Capital Management
Oregon
-$16.9M
5
MIS
Morningstar Investment Services
Illinois
-$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
201
Southern Wealth Management
Texas
$2.55M +$142K +1,980 +6%
PFA
202
Paradigm Financial Advisors
Missouri
$2.53M +$1.63M +22,755 +182%
ASN
203
Advisory Services Network
Georgia
$2.48M -$20K -279 -0.8%
Comerica Bank
204
Comerica Bank
Texas
$2.48M +$107K +1,417 +5%
JPMPWA
205
J.P. Morgan Private Wealth Advisors
California
$2.45M +$62.3K +867 +3%
EAM
206
Evanson Asset Management
California
$2.45M +$99K +1,379 +4%
CWM
207
Capital Wealth Management
Rhode Island
$2.45M +$246K +3,425 +11%
CAM
208
Cresset Asset Management
Illinois
$2.42M -$38.4K -535 -2%
AWM
209
Avior Wealth Management
Nebraska
$2.4M -$227K -3,162 -9%
MSWMA
210
Market Street Wealth Management Advisors
Indiana
$2.39M -$1.49M -20,759 -38%
DE
211
Day & Ennis
Georgia
$2.39M -$71.2K -991 -3%
HA
212
Harborview Advisors
Maine
$2.38M +$720K +10,021 +43%
PA
213
Paracle Advisors
Washington
$2.33M -$33.8K -470 -1%
CFB
214
Cullen/Frost Bankers
Texas
$2.28M -$233K -3,248 -9%
AIA
215
Alera Investment Advisors
Illinois
$2.26M -$257K -3,596 -10%
Deutsche Bank
216
Deutsche Bank
Germany
$2.24M +$262K +3,645 +13%
FLPIM
217
F.L. Putnam Investment Management
Massachusetts
$2.24M +$39.7K +553 +2%
PP
218
Prosperity Planning
Missouri
$2.23M +$1.15K +16 +0.1%
Janney Montgomery Scott
219
Janney Montgomery Scott
Pennsylvania
$2.2M +$127K +1,774 +6%
CM
220
Columbus Macro
Pennsylvania
$2.19M -$104K -1,444 -5%
SGA
221
Strategic Global Advisors
California
$2.18M +$414K +5,759 +23%
DSA
222
Droms Strauss Advisors
Missouri
$2.17M -$34.9K -486 -2%
WFI
223
West Family Investments
California
$2.17M – – –
TCA
224
Transcend Capital Advisors
New Jersey
$2.13M +$71.8K +1,002 +3%
William Blair & Company
225
William Blair & Company
Illinois
$2.13M -$634K -8,822 -23%
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