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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 %
FWP
101
Falcon Wealth Planning
California
$9.66M +$871K +11,915 +10%
IFS
102
Ifrah Financial Services
Arkansas
$9.58M +$148K +2,025 +2%
BOS
103
Bank of Stockton
California
$9.45M +$76.4K +1,045 +0.8%
Russell Investments Group
104
Russell Investments Group
United Kingdom
$9.43M – – –
CAL
105
Capital Analysts LLC
Pennsylvania
$9.42M +$248K +3,394 +3%
CIBC World Market
106
CIBC World Market
Ontario, Canada
$9.42M +$1.28M +17,578 +16%
BJL
107
Brighton Jones LLC
Washington
$9.26M -$1.24M -16,969 -12%
WMG
108
WESCAP Management Group
California
$9.21M +$626K +8,562 +7%
Brown Advisory
109
Brown Advisory
Maryland
$9.08M -$163K -2,224 -2%
Prudential Financial
110
Prudential Financial
New Jersey
$9.05M +$61.8K +800 +0.7%
PA
111
Pinnacle Associates
New York
$8.97M +$993K +13,588 +12%
TA
112
Trellis Advisors
Washington
$8.76M +$236K +3,229 +3%
PWAG
113
Polaris Wealth Advisory Group
California
$8.68M -$3.43M -46,964 -28%
CST
114
Charles Schwab Trust
Nevada
$8.59M +$8.15M +111,524 +1,881%
HIMCH
115
Hartford Investment Management Co (HIMCO)
Connecticut
$8.49M +$51.2K +700 +0.6%
RJFSA
116
Raymond James Financial Services Advisors
Florida
$8.48M -$1.68M -23,024 -17%
M&T Bank
117
M&T Bank
New York
$8.4M -$996K -13,632 -11%
PFO
118
Pathstone Family Office
New Jersey
$8.04M +$67.5K +924 +0.8%
HT
119
Heritage Trust
Oklahoma
$7.97M -$92.5K -1,266 -1%
LI
120
Latigo Investments
Florida
$7.94M +$7.94M +108,644 New
SAM
121
Stone Asset Management
Texas
$7.88M +$7.88M +107,868 New
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
$7.81M +$2.86M +39,171 +58%
RFA
123
RTD Financial Advisors
Pennsylvania
$7.62M +$7.62M +104,267 New
SC
124
Schoolcraft Capital
Colorado
$7.42M +$270K +3,695 +4%
CDIA
125
Capital Directions Investment Advisors
Georgia
$7.22M -$190K -2,603 -3%
3 4
5
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