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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

666 hedge funds and large institutions have $7.12B invested in iShares MSCI EAFE Small-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 256 increasing their positions, 241 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
666
Holders Change
-32
Holders Change %
-4.58%
% of All Funds
11.26%
Holding in Top 10
26
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-31.58%
% of All Funds
0.44%
New
65
Increased
256
Reduced
241
Closed
88
Calls
$813K
Puts
$43.6M
Net Calls
-$42.8M
Net Calls Change
-$34.7M

Top Buyers

1
Baird Financial Group
Baird Financial Group
Wisconsin
$56.7M
2
KM
Kabouter Management
Illinois
$70.8M
3
MMI
Matson Money Inc
Ohio
$204M
4
BP
Ballentine Partners
Massachusetts
$45.7M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$22M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$1.53B
2
Jane Street
Jane Street
New York
$47.7M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$621M
4
TF
TIAA FSB
Florida
$510M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$83.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
651
AssetMark Inc
California
$2K +$1.39K +25 +227%
BIA
652
Bell Investment Advisors
California
$2K +$2K +33 New
KFS
653
Kelly Financial Services
Massachusetts
$1.47K +$54 +1 +4%
MCC
654
Money Concepts Capital
Florida
$1K -$40.6K -812 -98%
RDFA
655
Ritter Daniher Financial Advisory
Ohio
$1K -$6.52K -176 -87%
IAS
656
IMA Advisory Services
Colorado
$1K – – –
JWM
657
Janiczek Wealth Management
Colorado
$1K – – –
TFA
658
Transamerica Financial Advisors
Florida
$1K +$1K +1 New
CT
659
Cambridge Trust
Massachusetts
$1K +$1K +11 New
HPC
660
HM Payson & Co
Maine
$1K +$1K +18 New
FMB
661
Field & Main Bank
Kentucky
$1K +$1K +27 New
SFG
662
Steward Financial Group
Texas
$1K +$1K +30 New
RDIA
663
RE Dickinson Investment Advisors
Iowa
$7 – – –
WIM
664
Westside Investment Management
California
$2 – – –
GACM
665
Global Alpha Capital Management
Quebec, Canada
– -$56.6M -853,500 Closed
N
666
Natixis
France
– -$17.9M -270,000 Closed
CFO
667
Colony Family Offices
North Carolina
– -$15.6M -235,560 Closed
Qube Research & Technologies (QRT)
668
Qube Research & Technologies (QRT)
United Kingdom
– -$11.3M -170,916 Closed
PWAG
669
Polaris Wealth Advisory Group
California
– -$11.2M -170,733 Closed
LCM
670
Legato Capital Management
California
– -$9.99M -150,580 Closed
PA
671
Paragon Advisors
Texas
– -$5.74M -86,493 Closed
AWM
672
Aries Wealth Management
Maine
– -$5.35M -80,654 Closed
CA
673
Crumly & Associates
Illinois
– -$4.77M -71,870 Closed
HF
674
HRT Financial
New York
– -$4.63M -69,833 Closed
NWM
675
Northcape Wealth Management
New York
– -$4.09M -61,697 Closed
25 26
27
28 29