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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 %
CFG
176
Citizens Financial Group
Rhode Island
$3.06M -$156K -2,867 -5%
EWA
177
Encompass Wealth Advisors
Oregon
$3.06M -$804K -14,736 -21%
WP
178
WealthShield Partners
North Carolina
$3.05M +$297K +5,440 +11%
Brown Advisory
179
Brown Advisory
Maryland
$2.95M -$1.2M -21,911 -29%
MPCL
180
My Personal CFO LLC
Washington
$2.93M +$4.37K +80 +0.1%
SYBT
181
Stock Yards Bank & Trust
Kentucky
$2.89M -$145K -2,659 -5%
LC
182
LTG Capital
Massachusetts
$2.89M +$61.1K +1,119 +2%
LF
183
Lee Financial
Texas
$2.88M +$2.48M +45,449 +616%
HAC
184
Harbor Advisory Corp
New Hampshire
$2.88M +$728K +13,333 +34%
SQA
185
Simon Quick Advisors
New Jersey
$2.86M +$2.86M +49,700 New
MC
186
Martin & Co
Tennessee
$2.83M +$55.9K +1,024 +2%
Mercer Global Advisors
187
Mercer Global Advisors
Colorado
$2.8M -$130K -2,383 -4%
CFB
188
Cullen/Frost Bankers
Texas
$2.74M -$606K -11,106 -18%
DL
189
DOHJ LLC
Washington
$2.68M -$46.1K -844 -2%
GWM
190
Geneos Wealth Management
Colorado
$2.67M -$95.4K -1,749 -3%
STA
191
Summit Trail Advisors
New York
$2.67M – – –
PIFP
192
Partners in Financial Planning
Virginia
$2.67M +$151K +2,742 +6%
PP
193
PrairieView Partners
Minnesota
$2.57M +$86.5K +1,584 +3%
APG
194
Abacus Planning Group
South Carolina
$2.55M +$148K +2,713 +6%
PA
195
Probity Advisors
Texas
$2.53M +$136K +2,494 +6%
SPC
196
Sigma Planning Corp
Michigan
$2.53M +$306K +5,596 +14%
HW
197
Hancock Whitney
Mississippi
$2.45M +$317K +5,811 +15%
NHC
198
Nicholas Hoffman & Company
Georgia
$2.41M +$11.8K +216 +0.5%
CFA
199
Cahill Financial Advisors
Minnesota
$2.34M +$165K +3,025 +8%
RIA
200
Regal Investment Advisors
Michigan
$2.33M +$193K +3,543 +9%
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