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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 %
WTC
651
WhitTier Trust Company
Nevada
$20K – – –
TFGT
652
TS Financial Group (TSFG)
Illinois
$20K – – –
FCG
653
Financial Connections Group
California
$20K +$20K +277 New
TF
654
Tompkins Financial
New York
$19K – – –
TAM
655
Townsend Asset Management
North Carolina
$18K -$2.51K -34 -12%
CSB
656
City State Bank
Iowa
$17K +$17K +236 New
CAAS
657
Capital Asset Advisory Services
Michigan
$15K – – –
FDCDDQ
658
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.8K -$21K -287 -59%
NG
659
NWK Group
California
$14K -$21.3K -291 -60%
NOI
660
Newton One Investments
Delaware
$14K -$4.71K -66 -25%
BL
661
Balentine LLC
Georgia
$14K -$1.8K -24 -11%
GWSG
662
GPS Wealth Strategies Group
Colorado
$14K – – –
GWANC
663
Guardian Wealth Advisors (North Carolina)
North Carolina
$14K +$14K +187 New
CFD
664
Creative Financial Designs
Indiana
$11K +$71 +1 +0.6%
LC
665
Lindbrook Capital
California
$11K +$11K +151 New
TAM
666
Tucker Asset Management
Colorado
$11K – – –
FP
667
Financial Perspectives
Minnesota
$10.3K +$147 +2 +1%
CFA
668
Carroll Financial Associates
North Carolina
$10K -$3.85K -57 -28%
PMFA
669
Plante Moran Financial Advisors
Michigan
$10K – – –
LWANC
670
Laurel Wealth Advisors (North Carolina)
North Carolina
$10K – – –
CFO
671
CVA Family Office
Colorado
$9K – – –
APC
672
Aspire Private Capital
North Carolina
$9K – – –
AW
673
Avion Wealth
Texas
$9K +$144 +2 +2%
RDIA
674
RE Dickinson Investment Advisors
Iowa
$9K +$9K +119 New
SC
675
Solstein Capital
California
$8K +$144 +2 +2%
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