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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 %
RA
301
Rockingstone Advisors
Massachusetts
$1.06M +$1.06M +18,811 New
DC
302
Davenport & Co
Virginia
$1.06M +$10.6K +188 +1%
GAM
303
GEM Asset Management
Michigan
$1.05M +$1.05M +18,602 New
BAM
304
Baldrige Asset Management
Pennsylvania
$1.05M -$12.5K -221 -1%
TC
305
TAGStone Capital
North Carolina
$1.03M +$11.6K +205 +1%
RF
306
Resolute Financial
Massachusetts
$1.03M +$140K +2,473 +16%
CAC
307
Certified Advisory Corp
Florida
$1.03M -$562K -9,942 -35%
GT
308
Glenview Trust
Kentucky
$1.02M -$94K -1,665 -8%
BWL
309
Bogart Wealth LLC
Virginia
$1.01M -$10.6K -187 -1%
BF
310
BOK Financial
Oklahoma
$1.01M -$1.05M -18,538 -51%
CSIA
311
Charles Schwab Investment Advisory
California
$1M +$12.7K +224 +1%
Citigroup
312
Citigroup
New York
$1M +$89.9K +1,592 +10%
BC
313
Burleson & Co
California
$999K – – –
BI
314
Berkeley Inc
Idaho
$982K -$56 -1 -0%
HIA
315
Harbor Investment Advisory
Maryland
$976K +$219K +3,875 +29%
QIM
316
Quantitative Investment Management
Virginia
$967K -$268K -4,743 -22%
BCG
317
Breakwater Capital Group
New Jersey
$965K +$965K +17,090 New
FWTB
318
First Western Trust Bank
Colorado
$955K – – –
SFM
319
Signet Financial Management
New Jersey
$953K -$28.6K -506 -3%
RWA
320
Ropes Wealth Advisors
Massachusetts
$946K -$10.4K -184 -1%
Principal Financial Group
321
Principal Financial Group
Iowa
$939K -$110K -1,945 -10%
VFPI
322
Vantage Financial Partners (Illinois)
Illinois
$928K +$63.2K +1,119 +7%
AP
323
Adero Partners
California
$924K – – –
NA
324
Nottingham Advisors
New York
$923K -$2.82K -50 -0.3%
MA
325
MAS Advisors
Florida
$922K +$52K +920 +6%
11 12
13
14 15