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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 %
RTC
676
Riverview Trust Company
Washington
$4K – – –
BFC
677
Bedel Financial Consulting
Indiana
$4K – – –
AIM
678
Anchor Investment Management
South Carolina
$3.45K – – –
TF
679
TimeScale Financial
Massachusetts
$3K – – –
WTA
680
Washington Trust Advisors
Massachusetts
$3K – – –
BA
681
Ballast Advisors
Minnesota
$3K – – –
EWM
682
EPG Wealth Management
Georgia
$3K – – –
JWA
683
JFS Wealth Advisors
Pennsylvania
$3K +$3K +45 New
SCA
684
Sandy Cove Advisors
Massachusetts
$2K -$17.8K -330 -90%
LWP
685
Lumature Wealth Partners
Georgia
$2K -$4K -68 -67%
PP
686
Pacifica Partners
Canada
$2K – – –
IAS
687
IMA Advisory Services
Colorado
$2K – – –
SSC
688
Syverson Strege & Co
Iowa
$2K – – –
WA
689
Win Advisors
Florida
$2K +$2K +26 New
Toronto Dominion Bank
690
Toronto Dominion Bank
Ontario, Canada
$2K +$2K +28 New
KFS
691
Kelly Financial Services
Massachusetts
$1.75K – – –
AssetMark Inc
692
AssetMark Inc
California
$1K – – –
JWM
693
Janiczek Wealth Management
Colorado
$1K – – –
CIAS
694
CFS Investment Advisory Services
New Jersey
$1K +$1K +44,580 New
WIM
695
Westside Investment Management
California
$2 – – –
GKIM
696
GW&K Investment Management
Massachusetts
– -$24.1M -330,398 Closed
GDP
697
Great Diamond Partners
Maine
– -$6.75M -92,403 Closed
Renaissance Technologies
698
Renaissance Technologies
New York
– -$3.28M -44,900 Closed
VWM
699
Venturi Wealth Management
Texas
– -$2.94M -40,242 Closed
ACS
700
Archford Capital Strategies
Illinois
– -$2.84M -38,838 Closed
26 27
28
29 30