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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 %
HR
351
Hardy Reed
Mississippi
$840K – – –
SFS
352
Sowell Financial Services
Arkansas
$838K -$2.18M -29,726 -72%
ADL
353
Asset Dedication LLC
California
$838K -$24.9K -341 -3%
TI
354
Trexquant Investment
Connecticut
$832K +$832K +11,390 New
SSW
355
Stone Summit Wealth
Florida
$832K +$832K +11,426 New
CSIA
356
Conrad Siegel Investment Advisors
Pennsylvania
$831K +$831K +11,239 New
CIBC Private Wealth Group
357
CIBC Private Wealth Group
Georgia
$816K +$816K +11,168 New
WMS
358
Wealth Management Solutions
Pennsylvania
$815K +$815K +11,147 New
CRC
359
Curi RMB Capital
Illinois
$802K +$483K +6,609 +151%
CFO
360
Collective Family Office
Pennsylvania
$797K – – –
IFA
361
Index Fund Advisors
California
$796K +$796K +10,890 New
VNIM
362
Vaughan Nelson Investment Management
Texas
$791K +$791K +10,820 New
JF
363
Jump Financial
Illinois
$780K +$780K +10,665 New
NFG
364
Nations Financial Group
Iowa
$774K -$7.53K -103 -1%
WT
365
Whittier Trust
California
$772K +$7.16K +98 +0.9%
BB
366
Busey Bank
Illinois
$767K +$90.4K +1,237 +13%
MG
367
Mather Group
Illinois
$764K +$764K +10,456 New
MSWMA
368
Market Street Wealth Management Advisors
Indiana
$760K -$831K -11,362 -52%
BFPW
369
BOK Financial Private Wealth
Colorado
$756K -$15.9K -218 -2%
AWE
370
Avidian Wealth Enterprises
Texas
$745K +$745K +10,192 New
HSA
371
HBK Sorce Advisory
Pennsylvania
$741K +$330K +4,514 +80%
PWPS
372
Pinnacle Wealth Planning Services
Ohio
$735K – – –
MAM
373
McLean Asset Management
Virginia
$735K +$52.9K +723 +8%
FHA
374
First Horizon Advisors
Tennessee
$732K +$57.3K +785 +8%
EBA
375
Eagle Bay Advisors
New York
$724K -$750K -10,260 -51%
13 14
15
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