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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 %
William Blair & Company
276
William Blair & Company
Illinois
$1.4M -$154K -2,483 -10%
CPA
277
Cardiff Park Advisors
California
$1.4M +$3.9K +63 +0.3%
SFS
278
Sowell Financial Services
Arkansas
$1.38M +$3.59K +58 +0.3%
WANY
279
Wealthspire Advisors (New York)
New York
$1.37M -$255K -4,114 -16%
BFEC
280
Benjamin F. Edwards & Company
Missouri
$1.36M +$55K +889 +4%
R
281
Rebalance
California
$1.36M +$81K +1,308 +6%
JJBC
282
James J. Burns & Company
New York
$1.35M -$133K -2,149 -9%
Rockefeller Capital Management
283
Rockefeller Capital Management
New York
$1.34M -$204K -3,296 -13%
DL
284
DOHJ LLC
Washington
$1.33M -$997K -16,107 -43%
WCM
285
Wealthcare Capital Management
Virginia
$1.33M -$276K -4,465 -17%
TCOTS
286
Trust Company of the South
North Carolina
$1.3M +$1.3M +21,035 New
IPW
287
Intergy Private Wealth
Colorado
$1.28M -$4.21K -68 -0.3%
MGWA
288
Monument Group Wealth Advisors
Massachusetts
$1.23M +$1.23M +19,846 New
TIM
289
Tortoise Investment Management
New York
$1.19M +$1.55K +25 +0.1%
WPWM
290
Windward Private Wealth Management
Kansas
$1.18M -$519K -8,390 -31%
TC
291
TAGStone Capital
North Carolina
$1.17M -$21.8K -352 -2%
AWS
292
Atria Wealth Solutions
New York
$1.16M -$190K -3,067 -14%
AWA
293
Aletheian Wealth Advisors
Washington
$1.15M +$511K +8,257 +80%
AA
294
AlphaQ Advisors
Florida
$1.14M +$718K +11,607 +172%
BWL
295
Bogart Wealth LLC
Virginia
$1.11M – – –
WN
296
Williams & Novak
California
$1.11M +$1.11M +17,951 New
PBT
297
Pictet Bank & Trust
Bahamas
$1.1M +$557K +9,000 +102%
HIA
298
Harbor Investment Advisory
Maryland
$1.1M +$42.5K +687 +4%
GAM
299
GEM Asset Management
Michigan
$1.09M – – –
DWT
300
Dorsey & Whitney Trust
South Dakota
$1.08M -$357K -5,764 -25%
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