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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 %
HG
301
Harbor Group
New Hampshire
$1.08M +$478K +7,727 +79%
CA
302
Clearstead Advisors
Ohio
$1.08M -$1.36M -22,018 -56%
EWM
303
Elmwood Wealth Management
California
$1.08M -$893K -14,434 -45%
OSAM
304
O'Shaughnessy Asset Management
Connecticut
$1.07M +$210K +3,397 +24%
BI
305
Berkeley Inc
Idaho
$1.07M -$14.6K -236 -1%
MGW
306
MB Generational Wealth
Washington
$1.07M +$1.07M +17,269 New
NA
307
Nottingham Advisors
New York
$1.06M +$3.59K +58 +0.3%
FFM
308
Forum Financial Management
Illinois
$1.06M – – –
NW
309
NewEdge Wealth
Pennsylvania
$1.05M -$24.7K -399 -2%
CA
310
Continuum Advisory
Idaho
$1.04M +$24.9K +402 +2%
KAS
311
Kestra Advisory Services
Texas
$1.04M -$22.3K -361 -2%
GT
312
Glenview Trust
Kentucky
$1.03M -$2.04K -33 -0.2%
MA
313
MAS Advisors
Florida
$1.03M -$6K -97 -0.6%
OCFG
314
O'Connor Financial Group
Illinois
$1.02M -$57.3K -925 -5%
DC
315
Davenport & Co
Virginia
$999K -$278K -4,489 -22%
WCM
316
Windham Capital Management
Massachusetts
$981K – – –
WPW
317
Waldron Private Wealth
Pennsylvania
$980K – – –
TFG
318
Tilson Financial Group
New Jersey
$978K -$154K -2,484 -14%
MA
319
MONECO Advisors
Connecticut
$970K +$51.6K +834 +6%
AP
320
Adero Partners
California
$967K -$41.3K -668 -4%
SFM
321
Signet Financial Management
New Jersey
$951K -$4.95K -80 -0.5%
SIMC
322
Squire Investment Management Company
Utah
$949K +$949K +15,336 New
RC
323
RBF Capital
California
$929K – – –
ICP
324
Interchange Capital Partners
Pennsylvania
$926K -$8.42K -134 -0.9%
SWA
325
Sax Wealth Advisors
New Jersey
$922K -$32.3K -521 -3%
11 12
13
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