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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 %
CWM
326
Cahill Wealth Management
Michigan
$915K -$1.11M -18,299 -55%
MAM
327
McLean Asset Management
Virginia
$913K +$273K +4,835 +43%
PWM
328
Perigon Wealth Management
California
$909K -$176K -3,116 -16%
PFA
329
Professional Financial Advisors
Nebraska
$891K +$886K +15,690 +20,115%
SWA
330
Sax Wealth Advisors
New Jersey
$889K -$34.5K -610 -4%
FFA
331
First Foundation Advisors
California
$876K – – –
UCFA
332
United Capital Financial Advisors
Texas
$871K -$221K -3,920 -20%
CA
333
Continuum Advisory
Idaho
$855K +$4.86K +86 +0.6%
RC
334
RBF Capital
California
$847K +$847K +15,000 New
TFA
335
Tobias Financial Advisors
Florida
$838K -$56 -1 -0%
FPAS
336
Focus Partners Advisor Solutions
Missouri
$821K -$23K -408 -3%
Allspring Global Investments
337
Allspring Global Investments
North Carolina
$813K +$813K +14,400 New
FSWA
338
Financial Synergies Wealth Advisors
Texas
$804K -$652K -11,551 -45%
PWM
339
PBMares Wealth Management
Virginia
$800K -$323K -5,718 -29%
ICP
340
Interchange Capital Partners
Pennsylvania
$791K -$106K -1,885 -12%
OC
341
Oppenheimer & Co
New York
$782K +$6.44K +114 +0.8%
WCFA
342
Walkner Condon Financial Advisors
Wisconsin
$781K -$168K -2,981 -18%
SGA
343
Strategic Global Advisors
California
$778K +$262K +4,633 +51%
WCF
344
West Coast Financial
California
$777K -$137K -2,422 -15%
AWMNH
345
Arcadia Wealth Management (New Hampshire)
New Hampshire
$775K +$775K +13,728 New
WCWM
346
Wooster Corthell Wealth Management
Connecticut
$774K +$99.6K +1,763 +15%
ADL
347
Asset Dedication LLC
California
$772K -$2.98K -53 -0.4%
WPW
348
Waldron Private Wealth
Pennsylvania
$754K – – –
Invesco
349
Invesco
Georgia
$753K +$97.9K +1,733 +15%
GA
350
GFS Advisors
Texas
$750K -$1.3K -23 -0.2%
12 13
14
15 16