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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

706 hedge funds and large institutions have $7.59B invested in iShares MSCI EAFE Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 216 increasing their positions, 262 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
706
Holders Change
+56
Holders Change %
+8.62%
% of All Funds
10.35%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.38%
New
113
Increased
216
Reduced
262
Closed
47
Calls
$365K
Puts
$51.8M
Net Calls
-$51.4M
Net Calls Change
-$51.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$268M
2
Natixis Advisors
Natixis Advisors
Massachusetts
+$45.2M
3
CCWM
Cassaday & Co Wealth Management
Virginia
+$44.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$42M
5
Jane Street
Jane Street
New York
+$31.3M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$940M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$40.6M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$34.9M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$32.8M
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
-$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
226
IHT Wealth Management
Illinois
$2.27M +$877K +14,174 +63%
FAM
227
Frontier Asset Management
Wyoming
$2.27M -$90.7K -1,466 -4%
FCI
228
Financial Counselors Inc
Kansas
$2.23M +$11.1K +179 +0.5%
CAM
229
Cresset Asset Management
Illinois
$2.14M +$132K +2,131 +7%
BHWA
230
Beacon Harbor Wealth Advisors
Virginia
$2.12M +$81.2K +1,312 +4%
AFTS
231
American Financial & Tax Strategies
New York
$2.06M +$2.06M +33,351 New
DAS
232
Dynamic Advisor Solutions
Arizona
$2.06M +$53.8K +889 +3%
NWA
233
New World Advisors
Massachusetts
$2.05M +$2.05M +33,123 New
DSA
234
Droms Strauss Advisors
Missouri
$2.04M -$15.5K -250 -0.8%
ES
235
Eagle Strategies
New York
$2.02M -$121K -1,960 -6%
CP
236
Canopy Partners
Ohio
$2M +$2M +32,359 New
PP
237
Prosperity Planning
Missouri
$1.97M +$32.3K +522 +2%
RWM
238
Reston Wealth Management
Virginia
$1.96M +$37.3K +603 +2%
CI Investments Inc
239
CI Investments Inc
Ontario, Canada
$1.94M – – –
GPA
240
Guidance Point Advisors
Massachusetts
$1.91M -$1.15M -18,596 -38%
NFW
241
Noble Family Wealth
Florida
$1.9M -$12.4K -200 -0.6%
AA
242
Aire Advisors
California
$1.88M +$8.85K +143 +0.5%
CA
243
Crewe Advisors
Utah
$1.86M +$49.2K +795 +3%
LNWWM
244
Laird Norton Wetherby Wealth Management
California
$1.86M -$498K -8,039 -21%
EWM
245
Endowment Wealth Management
Wisconsin
$1.79M +$19.5K +315 +1%
NAS
246
Nicolet Advisory Services
Wisconsin
$1.77M -$309K -5,108 -15%
GP
247
Girard Partners
Pennsylvania
$1.77M +$387K +6,254 +28%
ACA
248
Atlas Capital Advisors
Wyoming
$1.76M -$158K -2,559 -8%
SPIA
249
Steward Partners Investment Advisory
New York
$1.74M +$115K +1,854 +7%
PPC
250
Park Place Capital
Alabama
$1.73M -$126K -2,034 -7%
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