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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

721 hedge funds and large institutions have $11.1B invested in iShares MSCI EAFE Small-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 313 increasing their positions, 162 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
721
Holders Change
+75
Holders Change %
+11.61%
% of All Funds
11.14%
Holding in Top 10
39
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.63%
% of All Funds
0.6%
New
139
Increased
313
Reduced
162
Closed
53
Calls
$527K
Puts
$8.76M
Net Calls
-$8.24M
Net Calls Change
-$541K

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
+$137M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$105M
3
KM
Kabouter Management
Illinois
+$76.1M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$46.1M
5
Creative Planning
Creative Planning
Kansas
+$32.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$185M
2
APF
Alaska Permanent Fund
Alaska
-$58.9M
3
State Street
State Street
Massachusetts
-$42.9M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$12.7M
5
Franklin Resources
Franklin Resources
California
-$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
226
Meeder Asset Management
Ohio
$2.85M -$174K -2,375 -6%
IWM
227
IHT Wealth Management
Illinois
$2.85M +$7.09K +97 +0.2%
BF
228
BOK Financial
Oklahoma
$2.85M +$116K +1,589 +4%
ACS
229
Archford Capital Strategies
Illinois
$2.84M +$117K +1,600 +4%
SIS
230
SVB Investment Services
Utah
$2.78M -$642K -8,803 -19%
BFO
231
Biltmore Family Office
North Carolina
$2.76M +$1.35M +18,474 +96%
RIA
232
Regal Investment Advisors
Michigan
$2.76M +$86.6K +1,185 +3%
DCM
233
Dupont Capital Management
Delaware
$2.76M -$2.64M -36,050 -49%
CWM
234
Capital Wealth Management
Rhode Island
$2.56M -$134K -1,829 -5%
PWA
235
Physician Wealth Advisors
Utah
$2.54M -$61.6K -852 -2%
IIC
236
Integrated Investment Consultants
Michigan
$2.51M +$2.31M +31,631 +1,149%
EWM
237
Empirical Wealth Management
Washington
$2.51M +$206K +2,820 +9%
BHCM
238
Brevan Howard Capital Management
Jersey
$2.45M +$2.45M +33,500 New
PCG
239
Prosperity Consulting Group
Maryland
$2.44M +$2.44M +34,799 New
Janney Montgomery Scott
240
Janney Montgomery Scott
Pennsylvania
$2.42M +$188K +2,570 +8%
SPIA
241
Steward Partners Investment Advisory
New York
$2.4M +$64.4K +881 +3%
FSWA
242
Financial Synergies Wealth Advisors
Texas
$2.39M -$8.19K -112 -0.3%
APG
243
Abacus Planning Group
South Carolina
$2.38M +$819K +11,200 +52%
CI Investments Inc
244
CI Investments Inc
Ontario, Canada
$2.38M -$85K -1,163 -3%
APA
245
American Portfolios Advisors
New York
$2.34M +$133K +1,823 +6%
PP
246
Prosperity Planning
Missouri
$2.31M +$99.4K +1,360 +4%
SWM
247
Southern Wealth Management
Texas
$2.31M -$610K -8,347 -21%
SWA
248
Stratos Wealth Advisors
Ohio
$2.3M +$30K +411 +1%
TCA
249
Transcend Capital Advisors
New Jersey
$2.27M +$53.5K +732 +2%
WPW
250
Waldron Private Wealth
Pennsylvania
$2.21M +$345K +4,711 +18%
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