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

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$386M
2
Jane Street
Jane Street
New York
$475K
3
Baird Financial Group
Baird Financial Group
Wisconsin
$16.4M
4
BWM
Brickley Wealth Management
California
$0
5
SWM
Southern Wealth Management
Texas
$4.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
CNBTD
601
Citizens National Bank Trust Department
Mississippi
$4K – – –
MW
602
Milestone Wealth
New York
$4K – – –
ME
603
McIlrath & Eck
Washington
$4K +$4K +80 New
FFA
604
Founders Financial Alliance
North Carolina
$3K -$24.6K -582 -89%
BWA
605
BDO Wealth Advisors
Florida
$3K – – –
LC
606
Lindbrook Capital
California
$3K – – –
RTC
607
Riverview Trust Company
Washington
$3K – – –
SWA
608
SOA Wealth Advisors
New York
$3K – – –
ANBT
609
American National Bank & Trust
Texas
$3K +$1.29K +27 +75%
CFFP
610
Center for Financial Planning
Michigan
$3K +$3K +54 New
AIM
611
Anchor Investment Management
South Carolina
$2.54K – – –
SSC
612
Syverson Strege & Co
Iowa
$2K – – –
PP
613
Pacifica Partners
Canada
$2K – – –
JWA
614
JFS Wealth Advisors
Pennsylvania
$2K – – –
LWP
615
Lumature Wealth Partners
Georgia
$2K – – –
BIA
616
Bell Investment Advisors
California
$2K – – –
BA
617
Ballast Advisors
Minnesota
$2K – – –
EWM
618
EPG Wealth Management
Georgia
$2K +$2K +43 New
AssetMark Inc
619
AssetMark Inc
California
$1K -$2.27K -25 -69%
RDFA
620
Ritter Daniher Financial Advisory
Ohio
$1K – – –
MCC
621
Money Concepts Capital
Florida
$1K – – –
IAS
622
IMA Advisory Services
Colorado
$1K – – –
TFA
623
Transamerica Financial Advisors
Florida
$1K – – –
JWM
624
Janiczek Wealth Management
Colorado
$1K – – –
FCMT
625
Founders Capital Management (Texas)
Texas
$1K +$1K +11 New
23 24
25
26 27