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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

683 hedge funds and large institutions have $8.24B invested in iShares MSCI EAFE Small-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 195 increasing their positions, 262 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
683
Holders Change
+53
Holders Change %
+8.41%
% of All Funds
11.02%
Holding in Top 10
31
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+34.78%
% of All Funds
0.5%
New
120
Increased
195
Reduced
262
Closed
51
Calls
$2.94M
Puts
$77.1M
Net Calls
-$74.2M
Net Calls Change
-$72M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$335M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$1.89B
3
Morgan Stanley
3
Morgan Stanley
New York
$269M
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$220M
5
Goldman Sachs
5
Goldman Sachs
New York
$177M

Top Sellers

1
BlackRock
1
BlackRock
New York
$159M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$377M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$13.7M
4
AWM
4
AE Wealth Management
Kansas
$2.57M
5
Truist Financial
5
Truist Financial
North Carolina
$33M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFP
226
Narus Financial Partners
Utah
$2.12M +$295K +5,231 +16%
FLPIM
227
F.L. Putnam Investment Management
Massachusetts
$2.08M -$43.7K -774 -2%
MIAS
228
Mason Investment Advisory Services
Virginia
$2.08M +$1.82M +32,292 +722%
FA
229
FDx Advisors
Illinois
$2.07M -$271K -4,801 -12%
CFC
230
Coyle Financial Counsel
Illinois
$2.06M -$61.7K -1,092 -3%
Janney Montgomery Scott
231
Janney Montgomery Scott
Pennsylvania
$2.06M +$3.61K +64 +0.2%
ML
232
McAdam LLC
Pennsylvania
$2.03M -$44.4K -608 -2%
JPMPWA
233
J.P. Morgan Private Wealth Advisors
California
$2.03M +$301K +5,324 +17%
Mackenzie Financial
234
Mackenzie Financial
Ontario, Canada
$2.03M -$235K -4,153 -10%
PFBT
235
Parkside Financial Bank & Trust
Missouri
$1.99M -$196K -3,473 -9%
SF
236
Synovus Financial
Georgia
$1.99M +$1.57M +27,794 +375%
EBA
237
Eagle Bay Advisors
New York
$1.95M -$3.1M -54,858 -61%
BHWA
238
Beacon Harbor Wealth Advisors
Virginia
$1.92M +$1.92M +34,019 New
CI Investments Inc
239
CI Investments Inc
Ontario, Canada
$1.91M – – –
DSA
240
Droms Strauss Advisors
Missouri
$1.88M -$709K -12,526 -27%
ASN
241
Advisory Services Network
Georgia
$1.86M -$169K -2,987 -8%
HPM
242
Hudson Portfolio Management
New York
$1.84M -$220K -3,889 -11%
PP
243
Prosperity Planning
Missouri
$1.8M – – –
RWPA
244
Richard W. Paul & Associates
Michigan
$1.78M +$1.78M +31,545 New
AA
245
Aire Advisors
California
$1.77M +$185K +3,281 +12%
WPWM
246
Windward Private Wealth Management
Kansas
$1.76M -$44.4K -787 -2%
FCAM
247
First Citizens Asset Management
North Carolina
$1.76M +$1.76M +31,180 New
PCG
248
Prosperity Consulting Group
Maryland
$1.74M -$222K -3,932 -11%
DL
249
DOHJ LLC
Washington
$1.72M -$703K -12,448 -29%
NL
250
Navalign LLC
California
$1.72M +$1.38M +24,516 +417%
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