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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

630 hedge funds and large institutions have $8.92B invested in iShares MSCI EAFE Small-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 274 increasing their positions, 182 reducing their positions, and 36 closing their positions.

Holders
630
Holders Change
+23
Holders Change %
+3.79%
% of All Funds
11%
Holding in Top 10
35
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.61%
New
67
Increased
274
Reduced
182
Closed
36
Calls
$594K
Puts
$5.96M
Net Calls
-$5.37M
Net Calls Change
-$315K

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$821M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$191M
3
Citadel Advisors
3
Citadel Advisors
Florida
$57.1M
4
Citigroup
4
Citigroup
New York
$75.6M
5
KM
5
Kabouter Management
Illinois
$71.9M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$399M
2
TF
2
TIAA FSB
Florida
$868M
3
AssetMark Inc
3
AssetMark Inc
California
$28K
4
Bank of America
4
Bank of America
North Carolina
$400M
5
LPL Financial
5
LPL Financial
California
$33.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.03B 13,782,639 +536,114 +4%
TF
2
TIAA FSB
Florida
$868M 11,708,632 -3,558,737 -23%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$821M 11,066,825 +2,725,936 +33%
Bank of America
4
Bank of America
North Carolina
$400M 5,398,369 -933,332 -15%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$399M 5,373,928 -10,284,056 -66%
Creative Planning
6
Creative Planning
Kansas
$329M 4,439,584 -301,372 -6%
MMI
7
Matson Money Inc
Ohio
$227M 3,055,010 +125,542 +4%
BlackRock
8
BlackRock
New York
$227M 3,054,902 +214,492 +8%
Morgan Stanley
9
Morgan Stanley
New York
$197M 2,651,835 +210,712 +9%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$191M 2,572,700 +1,219,812 +90%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$182M 2,452,203 -34,104 -1%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$168M 2,263,911 -81,356 -3%
Natixis Advisors
13
Natixis Advisors
Massachusetts
$156M 2,100,799 +179,786 +9%
Goldman Sachs
14
Goldman Sachs
New York
$136M 1,837,212 +355,867 +24%
UBS Group
15
UBS Group
Switzerland
$133M 1,796,931 +213,417 +13%
RBA
16
Richard Bernstein Advisors
New York
$123M 1,652,008 +127,769 +8%
Truist Financial
17
Truist Financial
North Carolina
$120M 1,619,875 -22,443 -1%
Ameriprise
18
Ameriprise
Minnesota
$110M 1,518,612 +150,455 +11%
FMWA
19
Forvis Mazars Wealth Advisors
Missouri
$107M 1,443,928 +25,858 +2%
Northern Trust
20
Northern Trust
Illinois
$95.9M 1,293,317 +116,434 +10%
Citigroup
21
Citigroup
New York
$75.6M 1,019,985 +765,749 +301%
KM
22
Kabouter Management
Illinois
$71.9M 969,950 +699,223 +258%
WSFS
23
Wilmington Savings Fund Society
Delaware
$70.5M 951,290 +17,620 +2%
State Street
24
State Street
Massachusetts
$66.6M 898,080 -13,713 -2%
MWM
25
Modera Wealth Management
New Jersey
$60.8M 819,527 +49,063 +6%
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