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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 %
EFS
726
Essex Financial Services
Connecticut
– -$207K -3,116 Closed
WCP
727
Wick Capital Partners
Pennsylvania
– -$205K -3,085 Closed
AWP
728
Accretive Wealth Partners
New Jersey
– -$204K -3,077 Closed
BO
729
Bank OZK
Arkansas
– -$203K -3,064 Closed
EWA
730
EP Wealth Advisors
California
– -$142K -2,137 Closed
Koshinski Asset Management
731
Koshinski Asset Management
Illinois
– -$123K -1,858 Closed
VCM
732
Vigilant Capital Management
Maine
– -$113K -1,700 Closed
GAM
733
Gemmer Asset Management
California
– -$94K -1,422 Closed
MFA
734
McClarren Financial Advisors
Pennsylvania
– -$87K -1,312 Closed
FFC
735
First Financial Corp
Indiana
– -$50K -756 Closed
OCM
736
Orion Capital Management
California
– -$35K -530 Closed
TRCT
737
Tower Research Capital (TRC)
New York
– -$29K -437 Closed
TCM
738
Tradewinds Capital Management
Washington
– -$28K -425 Closed
CAAS
739
Capital Asset Advisory Services
Michigan
– -$14K -205 Closed
EWA
740
EverSource Wealth Advisors
Alabama
– -$11K -173 Closed
LWANC
741
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$9K -142 Closed
PMFA
742
Plante Moran Financial Advisors
Michigan
– -$9K -141 Closed
TFO
743
Tarbox Family Office
California
– -$7K -100 Closed
FFA
744
Freedman Financial Associates
Massachusetts
– -$6K -96 Closed
PGAM
745
Princeton Global Asset Management
New Jersey
– -$5K -73 Closed
BFC
746
Bedel Financial Consulting
Indiana
– -$4K -67 Closed
EWM
747
EPG Wealth Management
Georgia
– -$3K -43 Closed
WTA
748
Washington Trust Advisors
Massachusetts
– -$3K -43 Closed
SCA
749
Sandy Cove Advisors
Massachusetts
– -$2K -37 Closed
Toronto Dominion Bank
750
Toronto Dominion Bank
Ontario, Canada
– -$2K -28 Closed
27 28 29
30
31