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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 %
GMA
526
Glassy Mountain Advisors
Maryland
$261K +$261K +3,575 New
EFS
527
Essex Financial Services
Connecticut
$260K +$2.85K +39 +1%
AAP
528
Arax Advisory Partners
Colorado
$259K +$4.97K +68 +2%
CAL
529
Capital Advisors Ltd
Ohio
$257K +$96.1K +1,316 +60%
CA
530
Claris Advisors
Missouri
$257K +$257K +3,511 New
SIC
531
Samalin Investment Counsel
New York
$254K +$7.76K +106 +3%
Citadel Advisors
532
Citadel Advisors
Florida
$254K +$254K +3,475 New
AI
533
Accredited Investors
Minnesota
$254K +$254K +3,476 New
DAS
534
Dynamic Advisor Solutions
Arizona
$253K -$4.31K -59 -2%
LFA
535
Legacy Financial Advisors
Kentucky
$253K +$23.5K +321 +10%
SC
536
Scotia Capital
Ontario, Canada
$248K -$585 -8 -0.2%
T
537
TrueFG
Texas
$248K +$1.02K +14 +0.4%
UWM
538
USAdvisors Wealth Management
Minnesota
$247K +$4.17K +57 +2%
TT
539
TI-Trust
Illinois
$247K +$247K +3,381 New
IWP
540
Icon Wealth Partners
Texas
$246K – – –
CSPAM
541
Cary Street Partners Asset Management
Virginia
$245K +$245K +3,353 New
KAM
542
KEB Asset Management
Illinois
$243K +$243K +3,320 New
ACM
543
Advance Capital Management
Michigan
$243K +$243K +3,330 New
KAM
544
Kraft Asset Management
Tennessee
$241K +$241K +3,302 New
IF
545
Intrua Financial
Texas
$235K – – –
CCM
546
Colorado Capital Management
Colorado
$233K – – –
WCWM
547
Willow Creek Wealth Management
California
$232K – – –
PFS
548
Prospera Financial Services
Texas
$232K +$232K +3,165 New
VCM
549
Vigilant Capital Management
Maine
$231K +$119K +1,623 +106%
BWM
550
Baystate Wealth Management
Massachusetts
$229K +$41.1K +562 +22%
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