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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.

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
1
VOYA Investment Management
Georgia
$137M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$2.59B
3
KM
3
Kabouter Management
Illinois
$82.6M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$975M
5
Creative Planning
5
Creative Planning
Kansas
$361M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$218M
2
APF
2
Alaska Permanent Fund
Alaska
$0
3
State Street
3
State Street
Massachusetts
$19.9M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$0
5
Franklin Resources
5
Franklin Resources
California
$43.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
26
Modera Wealth Management
New Jersey
$66.6M +$6.14M +84,031 +10%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$53.7M +$6.58M +89,848 +14%
1832 Asset Management
28
1832 Asset Management
Ontario, Canada
$52.2M +$3.16M +42,740 +6%
TAIM
29
TD Ameritrade Investment Management
Nebraska
$51.6M -$3.42M -46,764 -6%
Wellington Management Group
30
Wellington Management Group
Massachusetts
$48.2M +$26.3M +359,526 +120%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$47.9M +$6.57M +89,909 +16%
AWM
32
AE Wealth Management
Kansas
$47.5M +$633K +8,657 +1%
Wells Fargo
33
Wells Fargo
California
$47.4M -$1.96M -26,759 -4%
Franklin Resources
34
Franklin Resources
California
$43.6M -$12M -164,112 -22%
HHGA
35
Halbert Hargrove Global Advisors
California
$42.5M +$661K +9,047 +2%
BP
36
Ballentine Partners
Massachusetts
$41.8M +$7.66M +104,795 +22%
LPL Financial
37
LPL Financial
California
$40.3M +$2.36M +32,314 +6%
HighTower Advisors
38
HighTower Advisors
Illinois
$38.1M +$14.1M +192,602 +59%
GLA
39
Great Lakes Advisors
Illinois
$33.8M +$5.85M +80,017 +21%
AFA
40
American Financial Advisors
Georgia
$33M -$1.44M -19,735 -4%
OMC
41
Old Mission Capital
Illinois
$33M -$308K -4,218 -0.9%
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$33M -$1.36M -18,617 -4%
BSW
43
Buckingham Strategic Wealth
Missouri
$32.5M +$226K +3,089 +0.7%
EH
44
Equitable Holdings
New York
$32.5M +$2.32M +31,681 +8%
AAS
45
Avantax Advisory Services
Texas
$26.6M +$1.07M +14,684 +4%
BAAM
46
Baker Avenue Asset Management
California
$26.3M +$188K +2,579 +0.7%
OCM
47
One Capital Management
California
$26.1M +$952K +13,030 +4%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$25.9M +$3.89M +53,229 +18%
Nuveen Asset Management
49
Nuveen Asset Management
Illinois
$25.6M -$534K -7,594 -2%
BWM
50
Brickley Wealth Management
California
$24.9M +$5.34M +73,055 +27%
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