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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

630 hedge funds and large institutions have $6.39B invested in iShares MSCI EAFE Small-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 237 increasing their positions, 233 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
630
Holders Change
-36
Holders Change %
-5.41%
% of All Funds
10.89%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.4%
New
45
Increased
237
Reduced
233
Closed
75
Calls
$2.02M
Puts
$4.15M
Net Calls
-$2.13M
Net Calls Change
+$40.7M

Top Buyers

1
BlackRock
1
BlackRock
New York
$250M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$1.39B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$117M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$47.4M
5
WTB
5
Washington Trust Bank
Washington
$41.9M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$386M
2
Jane Street
2
Jane Street
New York
$475K
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$16.4M
4
BWM
4
Brickley Wealth Management
California
$0
5
SWM
5
Southern Wealth Management
Texas
$4.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAIM
26
TD Ameritrade Investment Management
Nebraska
$37.8M +$1.43M +29,406 +4%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$37.6M +$1.29M +26,535 +4%
1832 Asset Management
28
1832 Asset Management
Ontario, Canada
$35.1M +$493K +10,110 +1%
WSFS
29
Wilmington Savings Fund Society
Delaware
$35.1M +$30.6K +627 +0.1%
HighTower Advisors
30
HighTower Advisors
Illinois
$33.4M +$1.61M +32,924 +5%
AWM
31
AE Wealth Management
Kansas
$30.7M -$44.3K -909 -0.1%
HHGA
32
Halbert Hargrove Global Advisors
California
$29M +$213K +4,375 +0.7%
Franklin Resources
33
Franklin Resources
California
$27.8M -$4.97M -101,933 -15%
State Street
34
State Street
Massachusetts
$26.5M +$17.5M +358,820 +194%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$25.8M +$4.62M +94,716 +22%
Wells Fargo
36
Wells Fargo
California
$25.7M -$1.2M -24,545 -4%
BSW
37
Buckingham Strategic Wealth
Missouri
$24.5M +$566K +11,611 +2%
LPL Financial
38
LPL Financial
California
$24.2M -$673K -13,803 -3%
OCM
39
One Capital Management
California
$24M +$3.89M +79,759 +19%
EH
40
Equitable Holdings
New York
$22.5M -$202K -4,148 -0.9%
AFA
41
American Financial Advisors
Georgia
$22.5M -$222K -4,556 -1%
State of Tennessee, Department of Treasury
42
State of Tennessee, Department of Treasury
Tennessee
$21.4M +$6.08M +124,727 +40%
AAS
43
Avantax Advisory Services
Texas
$20.4M +$1.26M +25,922 +7%
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$19.9M -$1.17M -24,036 -6%
PL
45
Plancorp LLC
Missouri
$19.8M +$223K +4,564 +1%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$19M +$4.82M +98,200 +34%
AllianceBernstein
47
AllianceBernstein
Tennessee
$18.1M +$14.5M +296,598 +395%
Barclays
48
Barclays
United Kingdom
$16.9M +$479K +9,813 +3%
M&T Bank
49
M&T Bank
New York
$16.7M +$48.9K +1,003 +0.3%
PFO
50
Pathstone Family Office
New Jersey
$16.6M +$8.46M +173,410 +104%
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