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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 %
FCA
626
FinTrust Capital Advisors
South Carolina
$1K +$1K +25 New
TAM
627
Tucker Asset Management
Colorado
$357 +$357 +7 New
WIM
628
Westside Investment Management
California
$1 – – –
BWM
629
Brickley Wealth Management
California
– -$21.9M -400,645 Closed
HTC
630
Hershey Trust Company
Pennsylvania
– -$3.41M -62,500 Closed
CNC
631
Citizens & Northern Corp
Pennsylvania
– -$1.36M -24,897 Closed
Thrivent Financial for Lutherans
632
Thrivent Financial for Lutherans
Minnesota
– -$1.14M -20,852 Closed
Renaissance Technologies
633
Renaissance Technologies
New York
– -$748K -13,700 Closed
APC
634
Asset Planning Corporation
Tennessee
– -$630K -11,543 Closed
CIBC Private Wealth Group
635
CIBC Private Wealth Group
Georgia
– -$614K -11,265 Closed
SMG
636
Smart Money Group
Texas
– -$549K -10,050 Closed
FZCM
637
Flynn Zito Capital Management
New York
– -$475K -8,701 Closed
CCM
638
Causeway Capital Management
California
– -$426K -7,800 Closed
MWM
639
Meridian Wealth Management
Kentucky
– -$374K -6,856 Closed
PFM
640
Peak Financial Management
Massachusetts
– -$372K -6,817 Closed
AWA
641
Amplius Wealth Advisors
Pennsylvania
– -$364K -6,679 Closed
OAM
642
Oak Asset Management
California
– -$348K -6,380 Closed
B
643
Bridgeworth
Alabama
– -$330K -6,042 Closed
DWM
644
Dakota Wealth Management
Florida
– -$327K -5,994 Closed
Financial Engines Advisors
645
Financial Engines Advisors
California
– -$292K -5,362 Closed
SFS
646
Summit Financial Strategies
Ohio
– -$290K -5,316 Closed
SC
647
Scotia Capital
Ontario, Canada
– -$281K -5,154 Closed
MSWMA
648
Market Street Wealth Management Advisors
Indiana
– -$279K -5,108 Closed
BFG
649
Barber Financial Group
Kansas
– -$274K -5,012 Closed
AIM
650
Alhambra Investment Management
Florida
– -$261K -4,773 Closed
24 25
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