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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

646 hedge funds and large institutions have $10.9B invested in iShares MSCI EAFE Small-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 247 increasing their positions, 203 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
646
Holders Change
+16
Holders Change %
+2.54%
% of All Funds
11.35%
Holding in Top 10
38
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.57%
% of All Funds
0.67%
New
58
Increased
247
Reduced
203
Closed
34
Calls
$938K
Puts
$8.63M
Net Calls
-$7.7M
Net Calls Change
-$2.33M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$2.63B
2
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$392M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$946M
4
APF
Alaska Permanent Fund
Alaska
$58.9M
5
BlackRock
BlackRock
New York
$241M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$96.2M
2
KM
Kabouter Management
Illinois
$6.59M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
EWA
Exencial Wealth Advisors
Oklahoma
$0
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
626
Ballast Advisors
Minnesota
$3K – – –
VRM
627
Vectors Research Management
New York
$3K – – –
PP
628
Pacifica Partners
Canada
$3K – – –
JFGIW
629
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3K +$3K +37 New
PA
630
PSI Advisors
Florida
$3K +$3K +38 New
EWM
631
EPG Wealth Management
Georgia
$3K +$3K +43 New
GWMIA
632
Global Wealth Management Investment Advisory
Florida
$2K -$1.5K -18 -43%
IAS
633
IMA Advisory Services
Colorado
$2K – – –
SSC
634
Syverson Strege & Co
Iowa
$2K – – –
CPFP
635
Clear Perspectives Financial Planning
Ohio
$2K – – –
BCMIO
636
Beacon Capital Management Inc (Ohio)
Ohio
$2K +$2K +22 New
BIA
637
Bell Investment Advisors
California
$2K +$2K +33 New
KFS
638
Kelly Financial Services
Massachusetts
$1.93K -$140K -1,892 -99%
WQ
639
Wealth Quarterback
New Jersey
$1K – – –
GG
640
Gleason Group
Kentucky
$1K – – –
GKWIM
641
Gerber Kawasaki Wealth & Investment Management
California
$1K +$1K +1 New
JWM
642
Janiczek Wealth Management
Colorado
$1K +$1K +19 New
NFSG
643
Newbridge Financial Services Group
Florida
$1K +$1K +20 New
BBHC
644
Brown Brothers Harriman & Co
New York
$456 +$19 +250 +4%
WIM
645
Westside Investment Management
California
$3 – – –
Citadel Advisors
646
Citadel Advisors
Florida
– -$57.1M -770,229 Closed
EWA
647
Exencial Wealth Advisors
Oklahoma
– -$17.3M -232,672 Closed
IA
648
IAM Advisory
Pennsylvania
– -$5.22M -70,335 Closed
GCA
649
Genesee Capital Advisors
New York
– -$5.22M -70,335 Closed
SPP
650
Single Point Partners
Massachusetts
– -$5.08M -68,529 Closed
24 25
26
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