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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 %
CWM
701
Capital Wealth Management
Rhode Island
– -$2.56M -34,983 Closed
BHCM
702
Brevan Howard Capital Management
Jersey
– -$2.45M -33,500 Closed
SWA
703
Stratos Wealth Advisors
Ohio
– -$2.3M -31,525 Closed
TCA
704
Transcend Capital Advisors
New Jersey
– -$2.27M -31,066 Closed
BHWA
705
Beacon Harbor Wealth Advisors
Virginia
– -$2.03M -27,790 Closed
AI
706
Atria Investments
North Carolina
– -$1.41M -19,336 Closed
EFS
707
Econ Financial Services
Pennsylvania
– -$1.24M -17,509 Closed
CWM
708
Curi Wealth Management
North Carolina
– -$1.09M -14,918 Closed
SFS
709
Sowell Financial Services
Arkansas
– -$838K -11,451 Closed
CSIA
710
Conrad Siegel Investment Advisors
Pennsylvania
– -$831K -11,239 Closed
VNIM
711
Vaughan Nelson Investment Management
Texas
– -$791K -10,820 Closed
JF
712
Jump Financial
Illinois
– -$780K -10,665 Closed
PP
713
Patron Partners
Texas
– -$621K -8,491 Closed
MSCM
714
McElhenny Sheffield Capital Management
Texas
– -$596K -8,149 Closed
VVP
715
Venture Visionary Partners
Ohio
– -$545K -7,463 Closed
VFA
716
Voya Financial Advisors
Connecticut
– -$536K -7,327 Closed
YIA
717
YHB Investment Advisors
Connecticut
– -$512K -7,011 Closed
BWIA
718
Bryant Woods Investment Advisors
New York
– -$484K -6,664 Closed
W
719
WorthPointe
California
– -$479K -6,459 Closed
VAS
720
Vestmark Advisory Solutions
Massachusetts
– -$462K -6,316 Closed
CWM
721
Comprehensive Wealth Management
Washington
– -$458K -6,269 Closed
JSW
722
Journey Strategic Wealth
New Jersey
– -$438K -5,996 Closed
NL
723
Navalign LLC
California
– -$392K -5,360 Closed
FIBT
724
First International Bank & Trust
North Dakota
– -$390K -5,339 Closed
PWMG
725
Provence Wealth Management Group
California
– -$365K -5,000 Closed
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