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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
1
VOYA Investment Management
Georgia
$137M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$2.59B
3
KM
3
Kabouter Management
Illinois
$82.6M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$975M
5
Creative Planning
5
Creative Planning
Kansas
$361M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$218M
2
APF
2
Alaska Permanent Fund
Alaska
$0
3
State Street
3
State Street
Massachusetts
$19.9M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$0
5
Franklin Resources
5
Franklin Resources
California
$43.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
76
MAI Capital Management
Ohio
$14.9M +$1.18M +16,126 +9%
HTC
77
Hershey Trust Company
Pennsylvania
$14.8M – – –
SPA
78
Shore Point Advisors
New Jersey
$14.4M +$14.4M +196,719 New
OAM
79
Oppenheimer Asset Management
New York
$13.9M -$981K -13,419 -7%
Wealth Enhancement Advisory Services
80
Wealth Enhancement Advisory Services
Minnesota
$13.7M +$2.65M +38,546 +24%
TFCP
81
Twin Focus Capital Partners
Massachusetts
$13.3M -$220K -3,007 -2%
RWP
82
RWA Wealth Partners
Massachusetts
$13.1M -$5.67M -77,539 -30%
PFA
83
Pure Financial Advisors
California
$12.6M +$1M +13,695 +9%
FSC
84
Full Sail Capital
Oklahoma
$12.6M +$5.7M +84,227 +82%
MML Investors Services
85
MML Investors Services
Massachusetts
$12.1M +$1.46M +19,964 +14%
Mariner
86
Mariner
Kansas
$12.1M +$1.31M +17,944 +12%
US Bancorp
87
US Bancorp
Minnesota
$11.6M -$1.62M -22,148 -12%
HT
88
Hefren-Tillotson
Pennsylvania
$11.5M +$1.52M +20,775 +15%
WA
89
Wealth Architects
California
$11.5M +$224K +3,064 +2%
CI
90
CX Institutional
Indiana
$11.3M -$1.43M -19,520 -11%
AA
91
Alesco Advisors
New York
$10.9M +$93.8K +1,283 +0.9%
SFA
92
Sequoia Financial Advisors
Ohio
$10.8M +$9.2M +125,883 +576%
Stifel Financial
93
Stifel Financial
Missouri
$10.7M -$1.8M -24,640 -14%
FWM
94
Fairhaven Wealth Management
Illinois
$10.7M +$327K +4,469 +3%
WA
95
Waverly Advisors
Alabama
$10.4M +$940K +13,763 +10%
RJA
96
Raymond James & Associates
Florida
$10.3M +$618K +8,454 +6%
WAP
97
Wealthcare Advisory Partners
Pennsylvania
$10.2M +$121K +1,650 +1%
GT
98
Glenmede Trust
Pennsylvania
$10.2M -$2.63M -35,939 -20%
Barclays
99
Barclays
United Kingdom
$10.2M +$3.86M +52,865 +61%
LPWM
100
Lake Point Wealth Management
Texas
$9.79M +$9.79M +133,987 New
2 3
4
5 6