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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

646 hedge funds and large institutions have $10.9B invested in iShares MSCI EAFE Small-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 247 increasing their positions, 203 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
646
Holders Change
+16
Holders Change %
+2.54%
% of All Funds
11.35%
Holding in Top 10
38
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.57%
% of All Funds
0.67%
New
58
Increased
247
Reduced
203
Closed
34
Calls
$938K
Puts
$8.63M
Net Calls
-$7.7M
Net Calls Change
-$2.33M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$2.63B
2
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$392M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$946M
4
APF
Alaska Permanent Fund
Alaska
$58.9M
5
BlackRock
BlackRock
New York
$241M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$96.2M
2
KM
Kabouter Management
Illinois
$6.59M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
EWA
Exencial Wealth Advisors
Oklahoma
$0
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LAS
301
Lloyd Advisory Services
Georgia
$1.15M -$7.59K -102 -0.7%
PMG
302
ProVise Management Group
Florida
$1.14M +$45.9K +617 +4%
VFPI
303
Vantage Financial Partners (Illinois)
Illinois
$1.14M +$66.4K +892 +6%
RFWA
304
RPg Family Wealth Advisory
Massachusetts
$1.14M +$298 +4 +0%
SFP
305
Sterling Financial Planning
New Jersey
$1.14M +$87.8K +1,180 +8%
Invesco
306
Invesco
Georgia
$1.13M -$264K -3,553 -19%
SLT
307
St Louis Trust
Missouri
$1.11M – – –
PPA
308
Parametric Portfolio Associates
Washington
$1.08M +$1.08M +14,529 New
CWM
309
Curi Wealth Management
North Carolina
$978K +$126K +1,696 +15%
BFEC
310
Benjamin F. Edwards & Company
Missouri
$977K +$161K +2,169 +20%
EVM
311
Eaton Vance Management
Massachusetts
$976K -$9.05K -123 -0.9%
ATC
312
Argent Trust Co
Tennessee
$974K +$18.9K +254 +2%
APWM
313
Atlas Private Wealth Management
New York
$970K +$201K +2,698 +26%
CA
314
Continuum Advisory
Idaho
$957K +$957K +12,862 New
PA
315
Parallel Advisors
California
$955K +$85.3K +1,146 +10%
KPWS
316
Kestra Private Wealth Services
Texas
$933K +$933K +12,542 New
BEAM
317
Baker Ellis Asset Management
Washington
$909K -$14.7K -200 -2%
RC
318
RegentAtlantic Capital
New Jersey
$908K – – –
DP
319
Denver PWM
Colorado
$903K – – –
SCM
320
Stonehearth Capital Management
Massachusetts
$897K -$137K -1,836 -13%
HIA
321
Harbor Investment Advisory
Maryland
$893K – – –
KA
322
Klingman & Associates
New York
$882K – – –
ADL
323
Asset Dedication LLC
California
$875K +$109K +1,471 +14%
CWA
324
Capital Wealth Alliance
Arizona
$868K +$38.6K +508 +5%
APC
325
Asset Planning Corporation
Tennessee
$865K -$231K -3,109 -21%
11 12
13
14 15