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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 %
FFG
376
Fullen Financial Group
Ohio
$717K – – –
GG
377
Gofen & Glossberg
Illinois
$711K +$8.99K +123 +1%
CSPIA
378
Cary Street Partners Investment Advisory
Virginia
$702K +$125K +1,711 +22%
GSEP
379
Golden State Equity Partners
California
$696K -$28.1K -384 -4%
APSP
380
Asset Planning Services (Pennsylvania)
Pennsylvania
$688K +$6.8K +93 +1%
DACG
381
Donor Advised Charitable Giving
California
$686K -$7.38K -101 -1%
SRC
382
Sage Rhino Capital
California
$672K – – –
WCM
383
Wealthcare Capital Management
Virginia
$666K +$5.7K +78 +0.9%
PCA
384
Personal Capital Advisors
California
$662K +$300K +4,562 +83%
9WM
385
9258 Wealth Management
Ohio
$661K +$158K +2,158 +31%
HIS
386
Horizon Investment Services
Indiana
$660K +$42.6K +583 +7%
MFGM
387
Marshall Financial Group (Maryland)
Maryland
$656K +$247K +3,381 +60%
PWM
388
Perigon Wealth Management
California
$652K +$98.1K +1,343 +18%
VIM
389
Vista Investment Management
Pennsylvania
$645K +$52.4K +717 +9%
FC
390
Forte Capital
New York
$636K – – –
Carson Wealth (CWM LLC)
391
Carson Wealth (CWM LLC)
Nebraska
$630K +$630K +8,613 New
PFGIA
392
Patriot Financial Group Insurance Agency
Massachusetts
$627K -$14.2K -194 -2%
UL
393
Unionview LLC
Washington
$625K +$625K +8,554 New
V
394
Veritable
Delaware
$623K -$365 -5 -0.1%
PP
395
Patron Partners
Texas
$621K -$25.5K -349 -4%
KPWG
396
KFA Private Wealth Group
Virginia
$621K +$63.4K +867 +11%
LWP
397
Laurel Wealth Planning
Minnesota
$613K +$57.5K +787 +10%
CSWM
398
Cassady Schiller Wealth Management
Ohio
$611K +$611K +8,358 New
CA
399
Cumberland Advisors
Florida
$605K +$80.4K +1,100 +15%
AG
400
Ascent Group
Virginia
$604K +$604K +8,721 New
14 15
16
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