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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 %
ACA
251
Atlas Capital Advisors
Wyoming
$1.71M -$100K -1,770 -6%
FWA
252
FSM Wealth Advisors
Ohio
$1.7M +$265K +4,691 +18%
VT
253
Vise Technologies
New York
$1.7M +$334K +5,908 +24%
SFA
254
Sequoia Financial Advisors
Ohio
$1.69M -$4.8K -85 -0.3%
CA
255
Crewe Advisors
Utah
$1.68M -$977K -17,292 -37%
JJBC
256
James J. Burns & Company
New York
$1.66M +$119K +2,107 +8%
KPWS
257
Kestra Private Wealth Services
Texas
$1.65M -$258K -4,576 -14%
PWA
258
Physician Wealth Advisors
Utah
$1.61M -$171K -2,801 -10%
CAL
259
Capital Analysts LLC
Pennsylvania
$1.61M -$10.7M -189,879 -87%
SFS
260
Sowell Financial Services
Arkansas
$1.59M -$151K -2,667 -9%
WFAG
261
Wescott Financial Advisory Group
Pennsylvania
$1.59M -$44.7K -791 -3%
SPIA
262
Steward Partners Investment Advisory
New York
$1.59M -$218K -3,868 -12%
GPWA
263
Great Point Wealth Advisors
Massachusetts
$1.58M +$737K +13,057 +88%
RWP
264
RWA Wealth Partners
Massachusetts
$1.56M -$9.27M -157,620 -86%
PWS
265
Peloton Wealth Strategists
Indiana
$1.53M -$38.4K -680 -2%
HAC
266
Harbor Advisory Corp
New Hampshire
$1.51M -$1.19M -21,083 -44%
PWMG
267
Pioneer Wealth Management Group
Texas
$1.51M +$1.51M +26,742 New
GLA
268
Great Lakes Advisors
Illinois
$1.51M +$286K +50,456 +23%
FCI
269
Financial Counselors Inc
Kansas
$1.49M -$25.9K -459 -2%
DE
270
Day & Ennis
Georgia
$1.48M -$80.6K -1,427 -5%
WANY
271
Wealthspire Advisors (New York)
New York
$1.44M -$39.4K -697 -3%
BAM
272
Belpointe Asset Management
Nevada
$1.44M +$143K +2,534 +11%
EWM
273
Empirical Wealth Management
Washington
$1.41M -$262K -4,636 -16%
Deutsche Bank
274
Deutsche Bank
Germany
$1.34M -$34.5K -610 -3%
William Blair & Company
275
William Blair & Company
Illinois
$1.32M -$367K -6,502 -22%
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