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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

646 hedge funds and large institutions have $10.9B invested in iShares MSCI EAFE Small-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 247 increasing their positions, 203 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
646
Holders Change
+16
Holders Change %
+2.54%
% of All Funds
11.35%
Holding in Top 10
38
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.57%
% of All Funds
0.67%
New
58
Increased
247
Reduced
203
Closed
34
Calls
$938K
Puts
$8.63M
Net Calls
-$7.7M
Net Calls Change
-$2.33M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$2.63B
2
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$392M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$946M
4
APF
4
Alaska Permanent Fund
Alaska
$58.9M
5
BlackRock
5
BlackRock
New York
$241M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$96.2M
2
KM
2
Kabouter Management
Illinois
$6.59M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
EWA
4
Exencial Wealth Advisors
Oklahoma
$0
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
151
Rockefeller Capital Management
New York
$5.04M +$36.8K +495 +0.7%
NB
152
NBT Bank
New York
$5.03M +$35.9K +483 +0.7%
CC
153
Cassaday & Co
Virginia
$5.01M -$123K -1,649 -2%
AL
154
Aspiriant LLC
California
$4.99M +$194K +2,612 +4%
EDRIA
155
Edmonds Duncan Registered Investment Advisors
Kansas
$4.93M +$240K +3,228 +5%
KFAA
156
Klaas Financial Asset Advisors
Illinois
$4.83M +$313K +4,213 +7%
SC
157
Savant Capital
Illinois
$4.77M -$41.7K -560 -0.9%
SIC
158
Shoker Investment Counsel
Ohio
$4.67M +$444K +5,961 +10%
GPA
159
Guidance Point Advisors
Massachusetts
$4.62M +$171K +2,295 +4%
OFG
160
Omega Financial Group
California
$4.57M +$842K +11,314 +23%
EWA
161
Encompass Wealth Advisors
Oregon
$4.48M +$95.2K +1,279 +2%
PCIA
162
Prime Capital Investment Advisors
Kansas
$4.44M +$3.64M +48,975 +457%
DL
163
DOHJ LLC
Washington
$4.42M +$656K +8,602 +17%
MC
164
Martin & Co
Tennessee
$4.37M +$602K +8,085 +16%
Cetera Investment Advisers
165
Cetera Investment Advisers
Illinois
$4.3M -$102K -1,374 -2%
AWM
166
Avior Wealth Management
Nebraska
$4.28M +$1.3M +17,489 +44%
FA
167
FDx Advisors
Illinois
$4.17M +$148K +1,988 +4%
IAN
168
Integrated Advisors Network
Texas
$4.14M -$890K -11,964 -18%
CAC
169
Certified Advisory Corp
Florida
$4.06M +$578K +7,770 +17%
Thrivent Financial for Lutherans
170
Thrivent Financial for Lutherans
Minnesota
$3.98M -$3.88M – –
QFA
171
Quattro Financial Advisors
Texas
$3.94M -$422K -5,543 -10%
AFAS
172
Acorn Financial Advisory Services
Virginia
$3.92M +$229K +3,082 +6%
CFG
173
Citizens Financial Group
Rhode Island
$3.91M +$2.29M +30,763 +141%
VWM
174
Venturi Wealth Management
Texas
$3.9M +$76.6K +1,029 +2%
CBT
175
Central Bank & Trust
Kentucky
$3.89M -$53.9K -724 -1%
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