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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 %
AIA
276
Alera Investment Advisors
Illinois
$1.3M -$362K -6,401 -22%
DCM
277
Dupont Capital Management
Delaware
$1.3M -$701K -12,414 -35%
EWM
278
Endowment Wealth Management
Wisconsin
$1.3M +$77.2K +1,367 +6%
KAS
279
Kestra Advisory Services
Texas
$1.28M +$180K +3,190 +16%
SFP
280
Sterling Financial Planning
New Jersey
$1.28M +$42K +743 +3%
MWAM
281
Manhattan West Asset Management
California
$1.27M -$265K -4,689 -17%
CPA
282
Cardiff Park Advisors
California
$1.25M +$559K +9,900 +81%
RFC
283
Regions Financial Corp
Alabama
$1.25M -$446K -7,895 -26%
IWM
284
IHT Wealth Management
Illinois
$1.23M -$926K -16,403 -43%
R
285
Rebalance
California
$1.23M +$1.23M +21,770 New
TFF
286
The Family Firm
Maryland
$1.22M +$99.9K +1,769 +9%
GP
287
Girard Partners
Pennsylvania
$1.22M +$109K +1,922 +10%
CFP
288
Catalyst Financial Partners
Massachusetts
$1.22M +$1.22M +21,612 New
IPW
289
Intergy Private Wealth
Colorado
$1.21M -$22.5K -399 -2%
EAM
290
Evanson Asset Management
California
$1.17M -$226 -4 -0%
GL
291
Graypoint LLC
New York
$1.17M -$65.9K -1,166 -5%
TFG
292
Tilson Financial Group
New Jersey
$1.14M +$1.14M +20,214 New
WCM
293
Wealthcare Capital Management
Virginia
$1.14M -$21.4K -379 -2%
BFEC
294
Benjamin F. Edwards & Company
Missouri
$1.13M +$279K +4,943 +33%
Millennium Management
295
Millennium Management
New York
$1.13M +$1.13M +19,999 New
PAS
296
Park Avenue Securities
New York
$1.11M +$205K +3,635 +23%
GWM
297
Geneos Wealth Management
Colorado
$1.1M -$1.88M -33,367 -63%
TIM
298
Tortoise Investment Management
New York
$1.1M +$37K +655 +3%
EWM
299
Elmwood Wealth Management
California
$1.08M +$1.08M +19,141 New
MA
300
Mutual Advisors
Nebraska
$1.08M +$110K +1,952 +11%
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12
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