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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
1
Jane Street
New York
$273M
2
GACM
2
Global Alpha Capital Management
Quebec, Canada
$56.6M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$937M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$34.3M
5
SWM
5
Southern Wealth Management
Texas
$24.4M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$2.05B
2
Bank of America
2
Bank of America
North Carolina
$163M
3
RBA
3
Richard Bernstein Advisors
New York
$324K
4
Ameriprise
4
Ameriprise
Minnesota
$15.4M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$18.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$14.5M -$7.04M -106,159 -33%
Baird Financial Group
77
Baird Financial Group
Wisconsin
$14.4M +$751K +11,318 +5%
AA
78
ALPS Advisors
Colorado
$14.4M +$563K +8,485 +4%
SPA
79
Shore Point Advisors
New Jersey
$13.9M +$867K +13,071 +7%
FSC
80
Full Sail Capital
Oklahoma
$13.2M +$836K +12,597 +7%
LPWM
81
Lake Point Wealth Management
Texas
$13.1M +$4.24M +63,880 +48%
OAM
82
Oppenheimer Asset Management
New York
$12.8M +$215K +3,248 +2%
Mariner
83
Mariner
Kansas
$12.1M +$1.14M +17,242 +10%
SFA
84
Sequoia Financial Advisors
Ohio
$12.1M +$2.25M +33,886 +23%
TFCP
85
Twin Focus Capital Partners
Massachusetts
$11.9M -$164K -2,468 -1%
Stifel Financial
86
Stifel Financial
Missouri
$11.7M +$1.99M +29,941 +20%
PA
87
Pinnacle Associates
New York
$11.6M +$3.41M +51,470 +42%
HT
88
Hefren-Tillotson
Pennsylvania
$11.5M +$1.04M +15,609 +10%
WA
89
Wealth Architects
California
$11.5M +$1.05M +15,768 +10%
Qube Research & Technologies (QRT)
90
Qube Research & Technologies (QRT)
United Kingdom
$11.3M +$11.3M +170,916 New
PWAG
91
Polaris Wealth Advisory Group
California
$11.2M +$3.4M +52,028 +44%
MML Investors Services
92
MML Investors Services
Massachusetts
$10.8M -$186K -2,808 -2%
PFA
93
Pure Financial Advisors
California
$10.8M -$643K -9,697 -6%
Nuveen Asset Management
94
Nuveen Asset Management
Illinois
$10.5M -$13.8M -206,367 -57%
US Bancorp
95
US Bancorp
Minnesota
$10.5M -$110K -1,663 -1%
AA
96
Alesco Advisors
New York
$10.4M +$516K +7,785 +5%
FWP
97
Falcon Wealth Planning
California
$10.2M +$1.46M +22,000 +17%
WA
98
Waverly Advisors
Alabama
$10.2M +$113K +1,703 +1%
FWM
99
Fairhaven Wealth Management
Illinois
$10.1M +$409K +6,160 +4%
LCM
100
Legato Capital Management
California
$9.99M +$9.99M +150,580 New
2 3
4
5 6