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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 %
AF
126
Allworth Financial
California
$6.81M +$358K +5,395 +6%
HTC
127
Hershey Trust Company
Pennsylvania
$6.8M -$6.67M -100,500 -50%
CAN
128
Cetera Advisor Networks
California
$6.79M +$510K +7,695 +8%
CP
129
Covenant Partners
Tennessee
$6.55M +$455K +6,857 +7%
CDIA
130
Capital Directions Investment Advisors
Georgia
$6.51M -$45.6K -688 -0.7%
Rockefeller Capital Management
131
Rockefeller Capital Management
New York
$6.44M -$656K -9,898 -9%
MMA
132
Miracle Mile Advisors
California
$6.41M -$65.9K -993 -1%
WTB
133
Washington Trust Bank
Washington
$6.39M +$4.81M +72,511 +305%
PCWA
134
Pacific Capital Wealth Advisors
California
$6.37M -$85.9K -1,295 -1%
BCWM
135
Bartlett & Co Wealth Management
Ohio
$6.21M -$146K -2,200 -2%
BC
136
Bartlett & Co
Ohio
$6.21M -$146K -2,200 -2%
P
137
Palladiem
Pennsylvania
$6.19M -$17.4K -262 -0.3%
MWM
138
Merriman Wealth Management
Washington
$6.02M -$113K -1,696 -2%
PPP
139
Private Portfolio Partners
New Jersey
$5.96M +$119K +1,789 +2%
CM
140
Cornerstone Management
Georgia
$5.85M +$252K +3,799 +5%
FCBT
141
First Citizens Bank & Trust
North Carolina
$5.79M +$192K +2,887 +3%
PA
142
Paragon Advisors
Texas
$5.74M +$5.74M +86,493 New
EA
143
Efficient Advisors
Ohio
$5.73M -$292K -4,401 -5%
WMS
144
Wealth Management Solutions
Pennsylvania
$5.67M +$4.93M +74,383 +667%
MCA
145
MSH Capital Advisors
Arizona
$5.54M +$433K +6,533 +8%
DADC
146
D.A. Davidson & Co
Montana
$5.53M +$346K +5,214 +7%
AIM
147
Acropolis Investment Management
Missouri
$5.41M -$165K -2,481 -3%
OFG
148
Omega Financial Group
California
$5.35M +$715K +10,781 +15%
AWM
149
Aries Wealth Management
Maine
$5.35M +$5.35M +80,654 New
DI
150
Disciplined Investments
Oklahoma
$5.34M +$486K +7,331 +10%
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6
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