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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 %
PP
701
Pacifica Partners
Canada
$3K – – –
FWA
702
FSC Wealth Advisors
New York
$3K +$3K +39 New
CFFP
703
Center for Financial Planning
Michigan
$3K +$3K +43 New
WFS
704
Widmann Financial Services
Maryland
$3K +$3K +43 New
WTA
705
Washington Trust Advisors
Massachusetts
$3K +$3K +43 New
SFG
706
Steward Financial Group
Texas
$3K +$3K +47 New
SCA
707
Snowden Capital Advisors
New York
$3K +$3K +54 New
IAS
708
IMA Advisory Services
Colorado
$2K – – –
BIA
709
Bell Investment Advisors
California
$2K – – –
SSC
710
Syverson Strege & Co
Iowa
$2K +$63 +1 +3%
PCMC
711
Paragon Capital Management (Colorado)
Colorado
$2K +$2K +30 New
KFS
712
Kelly Financial Services
Massachusetts
$1.93K – – –
AssetMark Inc
713
AssetMark Inc
California
$1K -$10.6K -117 -91%
JWM
714
Janiczek Wealth Management
Colorado
$1K – – –
GG
715
Gleason Group
Kentucky
$1K – – –
MCC
716
Money Concepts Capital
Florida
$1K +$1K +20 New
BBHC
717
Brown Brothers Harriman & Co
New York
$65 -$386 -5,250 -86%
RTC
718
Riverview Trust Company
Washington
$5 – – –
WIM
719
Westside Investment Management
California
$2 – – –
APF
720
Alaska Permanent Fund
Alaska
– -$58.9M -791,150 Closed
Qube Research & Technologies (QRT)
721
Qube Research & Technologies (QRT)
United Kingdom
– -$12.7M -170,641 Closed
DS
722
DRW Securities
Illinois
– -$7.12M -95,626 Closed
DSN
723
D. Scott Neal
Kentucky
– -$5.1M -68,555 Closed
QFA
724
Quattro Financial Advisors
Texas
– -$3.94M -51,788 Closed
SS
725
Simplicity Solutions
Minnesota
– -$2.44M -32,755 Closed
27 28
29
30 31