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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 %
AL
151
Aspiriant LLC
California
$4.09M +$193K +3,541 +5%
LNWWM
152
Laird Norton Wetherby Wealth Management
California
$4.08M +$1.42M +26,091 +54%
AWM
153
Avior Wealth Management
Nebraska
$4.03M +$368K +6,760 +10%
BOH
154
Bank of Hawaii
Hawaii
$4.01M +$17.9K +328 +0.4%
DI
155
Disciplined Investments
Oklahoma
$4M -$389K -7,130 -9%
SFS
156
Solitude Financial Services
Virginia
$4M +$1.89M +34,615 +90%
PWMAG
157
Pinnacle Wealth Management Advisory Group
New Jersey
$3.89M +$28.7K +525 +0.7%
NAS
158
Nicolet Advisory Services
Wisconsin
$3.86M -$22.3K -410 -0.6%
EA
159
Efficient Advisors
Ohio
$3.84M -$874K -16,006 -19%
EPM
160
Elm Partners Management
Pennsylvania
$3.78M – – –
KFAA
161
Klaas Financial Asset Advisors
Illinois
$3.77M -$306K -5,599 -8%
GPA
162
Guidance Point Advisors
Massachusetts
$3.72M +$160K +2,924 +4%
Victory Capital Management
163
Victory Capital Management
Texas
$3.66M +$2.23M +40,932 +157%
SIC
164
Shoker Investment Counsel
Ohio
$3.65M +$694K +12,725 +24%
NB
165
NBT Bank
New York
$3.51M -$286K -5,232 -8%
HTC
166
Hershey Trust Company
Pennsylvania
$3.41M -$2.18M -40,000 -39%
LI
167
Latigo Investments
Florida
$3.38M -$2.55M -46,667 -43%
PAG
168
Private Advisor Group
New Jersey
$3.36M -$707K -12,945 -17%
FC
169
FCA Corp
Texas
$3.34M +$74.5K +1,364 +2%
CBT
170
Central Bank & Trust
Kentucky
$3.3M +$78K +1,429 +2%
RCAG
171
Rehmann Capital Advisory Group
Michigan
$3.28M +$192K +3,521 +6%
Cetera Investment Advisers
172
Cetera Investment Advisers
Illinois
$3.26M +$85.5K +1,566 +3%
SW
173
SVB Wealth
Massachusetts
$3.14M +$437K +7,996 +16%
MFC
174
Morris Financial Concepts
South Carolina
$3.13M +$227K +4,150 +8%
QIM
175
Quantitative Investment Management
Virginia
$3.06M +$3.06M +56,134 New
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