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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 %
AWA
501
Arete Wealth Advisors
Illinois
$308K +$16.7K +228 +6%
VW
502
Vance Wealth
California
$308K +$308K +4,220 New
FT
503
Fiduciary Trust
Massachusetts
$307K -$62.4K -853 -17%
HNB
504
Huntington National Bank
Ohio
$301K -$272K -3,083 Closed
KWM
505
Kingsview Wealth Management
Oregon
$299K +$85.1K +1,163 +40%
OMC
506
Overbrook Management Corp
New York
$298K +$298K +4,078 New
SMA
507
Sage Mountain Advisors
Georgia
$297K -$5.56K -76 -2%
VCM
508
Vivaldi Capital Management
Illinois
$296K – – –
WAL
509
W Advisors LLC
Tennessee
$296K +$296K +4,051 New
LW
510
Linscomb Wealth
Texas
$295K +$5.26K +72 +2%
Lido Advisors
511
Lido Advisors
California
$290K +$290K +3,978 New
PFC
512
Phocas Financial Corp
California
$289K – – –
CPC
513
Cookson Peirce & Co
Pennsylvania
$284K -$18.1K -248 -6%
FVWA
514
Foster Victor Wealth Advisors
South Carolina
$283K -$64.2K -879 -18%
MFG
515
MidWestOne Financial Group
Iowa
$283K – – –
GSIS
516
Global Strategic Investment Solutions
Arizona
$282K -$18.8K -257 -6%
FH
517
FWG Holdings
Florida
$278K +$89K +1,269 +47%
CPIG
518
Chicago Partners Investment Group
Illinois
$276K +$2.03K +30 +0.7%
IA
519
IFP Advisors
Florida
$275K -$528K -7,223 -66%
SMC
520
Smith, Moore & Co
Missouri
$274K – – –
CNB
521
Camden National Bank
Maine
$274K +$274K +3,750 New
WCP
522
Wick Capital Partners
Pennsylvania
$273K +$273K +3,738 New
LC
523
Lavaca Capital
Texas
$270K +$270K +3,696 New
IWS
524
Insight Wealth Strategies
California
$265K -$122K -1,672 -32%
NFG
525
Next Financial Group
Texas
$261K +$114K +1,555 +77%
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