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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 %
PAS
251
Park Avenue Securities
New York
$1.71M +$3.47K +56 +0.2%
Victory Capital Management
252
Victory Capital Management
Texas
$1.71M -$1.69M -27,366 -50%
Janney Montgomery Scott
253
Janney Montgomery Scott
Pennsylvania
$1.69M -$198K -3,203 -10%
VT
254
Vise Technologies
New York
$1.68M -$439K -7,092 -21%
ML
255
McAdam LLC
Pennsylvania
$1.68M -$31.8K -514 -2%
WFAG
256
Wescott Financial Advisory Group
Pennsylvania
$1.64M -$141K -2,270 -8%
ASN
257
Advisory Services Network
Georgia
$1.62M -$361K -5,837 -18%
PS
258
Principal Securities
Iowa
$1.6M +$1.6M +25,852 New
PCG
259
Prosperity Consulting Group
Maryland
$1.6M -$203K -3,281 -11%
GRP
260
Global Retirement Partners
California
$1.55M -$338K -5,639 -18%
AAS
261
Annex Advisory Services
Wisconsin
$1.54M +$1.54M +24,825 New
TFF
262
The Family Firm
Maryland
$1.52M +$12.5K +202 +0.8%
PWA
263
Physician Wealth Advisors
Utah
$1.5M -$21.1K -352 -1%
SFP
264
Sterling Financial Planning
New Jersey
$1.49M +$44.9K +726 +3%
GPWA
265
Great Point Wealth Advisors
Massachusetts
$1.49M -$5.14K -83 -0.3%
EWM
266
Empirical Wealth Management
Washington
$1.49M -$14.2K -230 -0.9%
FPAS
267
Focus Partners Advisor Solutions
Missouri
$1.48M -$88.5K -1,430 -6%
CAL
268
Capital Analysts LLC
Pennsylvania
$1.48M -$166K -2,688 -10%
DE
269
Day & Ennis
Georgia
$1.47M -$7.55K -122 -0.5%
MA
270
Mutual Advisors
Nebraska
$1.47M +$37.5K +605 +3%
RA
271
Rockingstone Advisors
Massachusetts
$1.44M -$141K -2,274 -9%
IWS
272
Integrity Wealth Solutions
Colorado
$1.43M +$1.43M +23,119 New
LF
273
Lee Financial
Texas
$1.43M -$327K -5,289 -19%
EAM
274
Evanson Asset Management
California
$1.42M – – –
HPM
275
Hudson Portfolio Management
New York
$1.41M -$227K -3,668 -14%
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