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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
$2.59B
3
KM
Kabouter Management
Illinois
$82.6M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$975M
5
Creative Planning
Creative Planning
Kansas
$361M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$218M
2
APF
Alaska Permanent Fund
Alaska
$0
3
State Street
State Street
Massachusetts
$19.9M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
5
Franklin Resources
Franklin Resources
California
$43.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
626
Sound Income Strategies
Florida
$45K -$4.35K -60 -9%
GIA
627
Goodwin Investment Advisory
Georgia
$44K – – –
ACA
628
Aptus Capital Advisors
Alabama
$42K – – –
GTAM
629
Global Trust Asset Management
Florida
$41K -$11.6K -160 -22%
RIA
630
Richwood Investment Advisors
Ohio
$40K +$40K +550 New
OCM
631
Orion Capital Management
California
$39K – – –
PAI
632
Pittenger & Anderson Inc
Nebraska
$39K +$4.2K +58 +12%
M
633
MOTCO
Texas
$37K +$37K +503 New
ANBT
634
American National Bank & Trust
Texas
$36K – – –
TFS
635
TrustCore Financial Services
Tennessee
$34K – – –
CMBA
636
C.M. Bidwell & Associates
Hawaii
$33K – – –
TCM
637
Tradewinds Capital Management
Washington
$31K – – –
MFM
638
MD Financial Management
Ontario, Canada
$29K +$29K +392 New
CCM
639
Covington Capital Management
California
$27K – – –
RG
640
Retirement Group
California
$27K +$218 +3 +0.8%
SCA
641
Sandy Cove Advisors
Massachusetts
$27K +$27K +367 New
MPCG
642
Matrix Private Capital Group
New York
$26K – – –
IFAM
643
Institutional & Family Asset Management
Colorado
$25K – – –
CWM
644
Cranbrook Wealth Management
Michigan
$24K – – –
BW
645
Bison Wealth
Georgia
$24K – – –
CWS
646
Confluence Wealth Services
Pennsylvania
$24K +$24K +331 New
BWP
647
Baldwin Wealth Partners
Massachusetts
$23K – – –
WT
648
Washington Trust
Rhode Island
$22K – – –
LS
649
Leelyn Smith
Illinois
$22K +$15.1K +207 +218%
OHWP
650
Oak Harbor Wealth Partners
North Carolina
$21K +$21K +290 New
24 25
26
27 28