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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 %
RHBC
301
R.H. Bluestein & Co
Michigan
$1.35M -$35.1K -480 -3%
TC
302
TAGStone Capital
North Carolina
$1.34M +$1.34M +18,360 New
RWA
303
Ropes Wealth Advisors
Massachusetts
$1.3M -$1.02K -14 -0.1%
EWM
304
Endowment Wealth Management
Wisconsin
$1.3M +$1.3M +17,824 New
RF
305
Resolute Financial
Massachusetts
$1.27M +$1.27M +17,356 New
RWA
306
Redmont Wealth Advisors
Illinois
$1.26M +$1.26M +17,250 New
WCF
307
West Coast Financial
California
$1.26M – – –
DC
308
Davenport & Co
Virginia
$1.26M +$5.92K +81 +0.5%
EVM
309
Eaton Vance Management
Massachusetts
$1.25M +$276K +3,773 +28%
EFS
310
Econ Financial Services
Pennsylvania
$1.24M +$1.24M +17,509 New
DY
311
Dowling & Yahnke
California
$1.24M +$5.33K +73 +0.4%
EWS
312
Evergreen Wealth Solutions
Pennsylvania
$1.22M +$1.22M +16,740 New
VFPI
313
Vantage Financial Partners (Illinois)
Illinois
$1.22M +$101K +1,384 +9%
NA
314
Nottingham Advisors
New York
$1.21M -$397K -5,429 -25%
WFAG
315
Wescott Financial Advisory Group
Pennsylvania
$1.21M +$49.5K +678 +4%
MFG
316
Magnus Financial Group
New York
$1.17M -$821K -11,239 -41%
MA
317
Mutual Advisors
Nebraska
$1.16M +$659K +9,024 +132%
HIA
318
Harbor Investment Advisory
Maryland
$1.16M +$278K +3,800 +32%
CWA
319
Cornerstone Wealth Advisors
Minnesota
$1.15M +$804 +11 +0.1%
SFP
320
Sterling Financial Planning
New Jersey
$1.15M +$30.4K +416 +3%
LAS
321
Lloyd Advisory Services
Georgia
$1.14M +$15.7K +215 +1%
PMG
322
ProVise Management Group
Florida
$1.14M +$19.6K +268 +2%
MA
323
MAS Advisors
Florida
$1.1M +$1.1M +15,036 New
ATC
324
Argent Trust Co
Tennessee
$1.09M +$135K +1,853 +14%
CWM
325
Curi Wealth Management
North Carolina
$1.09M +$129K +1,764 +13%
11 12
13
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