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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
1
BlackRock
New York
$250M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$1.39B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$117M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$47.4M
5
WTB
5
Washington Trust Bank
Washington
$41.9M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$386M
2
Jane Street
2
Jane Street
New York
$475K
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$16.4M
4
BWM
4
Brickley Wealth Management
California
$0
5
SWM
5
Southern Wealth Management
Texas
$4.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAAM
51
Baker Avenue Asset Management
California
$16.4M -$979K -20,059 -6%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$16.4M -$34.3M -702,670 -68%
MGIA
53
Moneta Group Investment Advisors
Missouri
$16.2M -$1.18M -24,119 -7%
CL
54
Choreo LLC
Illinois
$15.3M +$1.55M +31,786 +11%
Osaic Holdings
55
Osaic Holdings
Arizona
$14.8M +$74.4K +1,526 +0.5%
CG
56
Colony Group
Massachusetts
$14.4M +$3.27M +66,981 +29%
SWM
57
Shakespeare Wealth Management
Wisconsin
$13.8M +$1.55M +31,776 +13%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$13.3M +$190K +3,901 +1%
RFA
59
Radnor Financial Advisors
Pennsylvania
$13.2M +$371K +7,596 +3%
QCG
60
Quadrant Capital Group
Ohio
$13M +$63.2K +1,296 +0.5%
LFG
61
Larson Financial Group
Missouri
$12.9M +$754K +15,453 +6%
BAMG
62
Brand Asset Management Group
Missouri
$12.5M +$1.1M +22,514 +10%
EWA
63
Exencial Wealth Advisors
Oklahoma
$12M -$1.05M -21,615 -8%
WAP
64
Wealthcare Advisory Partners
Pennsylvania
$11.9M -$4.12M -84,380 -26%
SPA
65
Shore Point Advisors
New Jersey
$11.7M +$468K +9,597 +4%
Stifel Financial
66
Stifel Financial
Missouri
$11.5M +$958K +19,650 +9%
MWM
67
Mission Wealth Management
California
$11.1M -$1.16M -23,754 -9%
MCM
68
MAI Capital Management
Ohio
$10.8M -$600K -12,307 -5%
CAL
69
Capital Analysts LLC
Pennsylvania
$10.7M +$4.07M +83,509 +62%
GLA
70
Great Lakes Advisors
Illinois
$10.5M +$2.14M +43,789 +26%
FSC
71
Full Sail Capital
Oklahoma
$10.4M -$658K -13,486 -6%
APW
72
Austin Private Wealth
Texas
$10.3M -$75.7K -1,552 -0.7%
FWP
73
Falcon Wealth Planning
California
$10.2M +$2.09M +42,871 +26%
CI
74
CX Institutional
Indiana
$10.1M +$2.05M +42,001 +25%
PFA
75
Pure Financial Advisors
California
$9.61M +$1.77M +36,361 +23%
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