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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

698 hedge funds and large institutions have $9.55B invested in iShares MSCI EAFE Small-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 256 increasing their positions, 245 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
698
Holders Change
-23
Holders Change %
-3.19%
% of All Funds
11.05%
Holding in Top 10
38
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.56%
% of All Funds
0.6%
New
67
Increased
256
Reduced
245
Closed
80
Calls
$590K
Puts
$8.7M
Net Calls
-$8.11M
Net Calls Change
+$123K

Top Buyers

1
Jane Street
Jane Street
New York
$273M
2
GACM
Global Alpha Capital Management
Quebec, Canada
$56.6M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$937M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$34.3M
5
SWM
Southern Wealth Management
Texas
$24.4M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$2.05B
2
Bank of America
Bank of America
North Carolina
$163M
3
RBA
Richard Bernstein Advisors
New York
$324K
4
Ameriprise
Ameriprise
Minnesota
$15.4M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$18.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
KSWA
626
Kathleen S. Wright Associates
Pennsylvania
$23K +$23K +341 New
CWM
627
Cranbrook Wealth Management
Michigan
$22K – – –
BW
628
Bison Wealth
Georgia
$20K -$2.07K -31 -9%
WT
629
Washington Trust
Rhode Island
$20K – – –
LS
630
Leelyn Smith
Illinois
$20K +$66 +1 +0.3%
TFGT
631
TS Financial Group (TSFG)
Illinois
$19K – – –
OHWP
632
Oak Harbor Wealth Partners
North Carolina
$19K – – –
WTC
633
WhitTier Trust Company
Nevada
$18K – – –
FCG
634
Financial Connections Group
California
$18K – – –
CSWG
635
Cardinal Strategic Wealth Guidance
Kentucky
$18K +$18K +264 New
CTC
636
Central Trust Company
Missouri
$17K +$17K +260 New
TAM
637
Townsend Asset Management
North Carolina
$16K – – –
CCM
638
Covington Capital Management
California
$15K -$10.2K -149 -40%
PFA
639
Professional Financial Advisors
Nebraska
$14K -$140K -2,161 -91%
PB
640
Pinnacle Bancorp
Nebraska
$14K – – –
CAAS
641
Capital Asset Advisory Services
Michigan
$14K – – –
GWSG
642
GPS Wealth Strategies Group
Colorado
$13K – – –
NOI
643
Newton One Investments
Delaware
$13K – – –
RDFA
644
Ritter Daniher Financial Advisory
Ohio
$13K +$13K +203 New
GWANC
645
Guardian Wealth Advisors (North Carolina)
North Carolina
$12K – – –
SFC
646
SYM Financial Corp
Indiana
$12K +$12K +185 New
EWA
647
EverSource Wealth Advisors
Alabama
$11K -$131K -2,058 -92%
CB
648
CNB Bank
Pennsylvania
$11K +$11K +165 New
CFD
649
Creative Financial Designs
Indiana
$10K – – –
BCMLT
650
Beacon Capital Management LLC (Tennessee)
Tennessee
$10K +$10K +138 New
24 25
26
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