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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 %
DE
251
Day & Ennis
Georgia
$2.2M -$122K -1,675 -5%
SFS
252
Solitude Financial Services
Virginia
$2.19M -$303K -4,148 -12%
KPWS
253
Kestra Private Wealth Services
Texas
$2.18M +$1.27M +17,305 +138%
William Blair & Company
254
William Blair & Company
Illinois
$2.15M -$274K -3,748 -11%
UCFA
255
United Capital Financial Advisors
Texas
$2.11M +$39K +534 +2%
CCA
256
Clearwater Capital Advisors
Illinois
$2.1M +$18.6K +254 +0.9%
HWIS
257
Hancock Whitney Investment Services
Louisiana
$2.08M +$2.08M +28,422 New
RIM
258
Rockbridge Investment Management
New York
$2.06M +$527K +7,210 +34%
BF
259
Brooklyn FI
New York
$2.06M +$2.06M +28,160 New
BDF
260
Balasa Dinverno & Foltz
$2.03M +$118K +1,613 +6%
EAM
261
Evanson Asset Management
California
$2.03M -$199K -2,722 -9%
ML
262
McAdam LLC
Pennsylvania
$2.03M -$124K -1,699 -6%
BHWA
263
Beacon Harbor Wealth Advisors
Virginia
$2.03M -$59.3K -811 -3%
CFC
264
Coyle Financial Counsel
Illinois
$2.02M +$31.2K +427 +2%
JIC
265
Johnson Investment Counsel
Ohio
$2M +$2.12K +29 +0.1%
AA
266
Aire Advisors
California
$2M +$2M +27,391 New
DSA
267
Droms Strauss Advisors
Missouri
$1.99M +$30.3K +414 +2%
RFWA
268
RPg Family Wealth Advisory
Massachusetts
$1.97M +$855K +11,681 +77%
EA
269
Elm Advisors
California
$1.95M +$7.31K +100 +0.4%
JWCA
270
J.W. Cole Advisors
Florida
$1.9M +$1.9M +25,974 New
1WM
271
1900 Wealth Management
Texas
$1.83M -$1.84M -25,230 -50%
RWA
272
River Wealth Advisors
Pennsylvania
$1.81M -$163K -2,228 -8%
CCMG
273
Clark Capital Management Group
Pennsylvania
$1.78M -$1.9M -25,927 -52%
PWS
274
Peloton Wealth Strategists
Indiana
$1.75M +$1.75M +23,954 New
LWA
275
Lenox Wealth Advisors
New York
$1.74M +$33.1K +453 +2%
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