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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 %
BOH
151
Bank of Hawaii
Hawaii
$5.39M -$308K -4,217 -5%
DI
152
Disciplined Investments
Oklahoma
$5.34M +$263K +3,605 +5%
AF
153
Advisornet Financial
Minnesota
$5.31M +$179K +2,453 +3%
RFC
154
Regions Financial Corp
Alabama
$5.29M +$1.77M +24,282 +51%
NAS
155
Nicolet Advisory Services
Wisconsin
$5.28M – – –
QC
156
Quent Capital
New York
$5.28M +$5.28M +72,200 New
Cerity Partners
157
Cerity Partners
New York
$5.15M +$1.62M +22,201 +46%
CAM
158
ClariVest Asset Management
California
$5.14M – – –
KFAA
159
Klaas Financial Asset Advisors
Illinois
$5.12M +$366K +5,007 +8%
EDRIA
160
Edmonds Duncan Registered Investment Advisors
Kansas
$5.12M +$427K +6,030 +9%
OFG
161
Omega Financial Group
California
$5.11M +$618K +8,459 +14%
EPM
162
Elm Partners Management
Pennsylvania
$5.06M -$24.7K -338 -0.5%
NB
163
NBT Bank
New York
$5.02M +$84.3K +1,153 +2%
SIC
164
Shoker Investment Counsel
Ohio
$5.01M +$428K +5,862 +9%
EWA
165
Encompass Wealth Advisors
Oregon
$4.97M +$568K +7,778 +13%
PCIA
166
Prime Capital Investment Advisors
Kansas
$4.92M +$558K +7,632 +13%
Millennium Management
167
Millennium Management
New York
$4.87M +$4.44M +60,781 +1,043%
AL
168
Aspiriant LLC
California
$4.83M -$74.4K -1,018 -2%
CAC
169
Certified Advisory Corp
Florida
$4.78M +$791K +10,822 +20%
SC
170
Savant Capital
Illinois
$4.77M +$85.4K +1,169 +2%
GPA
171
Guidance Point Advisors
Massachusetts
$4.63M +$83.6K +1,142 +2%
NWM
172
Northcape Wealth Management
New York
$4.54M +$4.54M +62,103 New
IAN
173
Integrated Advisors Network
Texas
$4.5M +$432K +5,908 +11%
AWM
174
Avior Wealth Management
Nebraska
$4.5M +$297K +4,061 +7%
AFAS
175
Acorn Financial Advisory Services
Virginia
$4.49M +$645K +8,823 +17%
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