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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$2.59B 35,482,549 +1,442,542 +4%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$975M 13,339,936 +630,943 +5%
TF
3
TIAA FSB
Florida
$876M 11,996,432 +242,756 +2%
Bank of America
4
Bank of America
North Carolina
$393M 5,382,502 +95,284 +2%
State of New Jersey Common Pension Fund D
5
State of New Jersey Common Pension Fund D
New Jersey
$385M 5,265,236 – –
Creative Planning
6
Creative Planning
Kansas
$361M 4,942,218 +448,090 +10%
BlackRock
7
BlackRock
New York
$249M 3,406,182 +162,853 +5%
MMI
8
Matson Money Inc
Ohio
$233M 3,183,370 +128,360 +4%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$218M 2,976,651 -2,531,333 -46%
Morgan Stanley
10
Morgan Stanley
New York
$209M 2,859,905 +121,891 +4%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$187M 2,552,529 +117,609 +5%
Natixis Advisors
12
Natixis Advisors
Massachusetts
$174M 2,375,690 +160,686 +7%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$165M 2,257,696 +65,386 +3%
VOYA Investment Management
14
VOYA Investment Management
Georgia
$137M 1,871,171 +1,871,171 New
RBA
15
Richard Bernstein Advisors
New York
$132M 1,809,061 +43,884 +2%
UBS Group
16
UBS Group
Switzerland
$131M 1,787,509 +175,606 +11%
Goldman Sachs
17
Goldman Sachs
New York
$129M 1,770,407 -59,788 -3%
Ameriprise
18
Ameriprise
Minnesota
$117M 1,606,262 +22,396 +1%
FMWA
19
Forvis Mazars Wealth Advisors
Missouri
$112M 1,526,651 +39,384 +3%
Northern Trust
20
Northern Trust
Illinois
$103M 1,415,509 +77,935 +6%
Truist Financial
21
Truist Financial
North Carolina
$103M 1,405,681 -116,099 -8%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$103M 1,403,132 +109,702 +8%
KM
23
Kabouter Management
Illinois
$82.6M 1,130,075 +1,041,575 +1,177%
Citigroup
24
Citigroup
New York
$76.8M 1,050,988 +50,376 +5%
WSFS
25
Wilmington Savings Fund Society
Delaware
$74.4M 1,018,090 +27,519 +3%
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