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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 %
CWM
326
Cahill Wealth Management
Michigan
$919K +$8.36K +135 +0.9%
CIBC Private Wealth Group
327
CIBC Private Wealth Group
Georgia
$914K +$496K +8,015 +119%
GA
328
GFS Advisors
Texas
$912K -$5.64K -91 -0.6%
FLPIM
329
F.L. Putnam Investment Management
Massachusetts
$911K -$801K -12,939 -47%
MIAS
330
Mason Investment Advisory Services
Virginia
$903K – – –
PP
331
Prudential plc
United Kingdom
$898K +$149K +2,410 +20%
BF
332
BOK Financial
Oklahoma
$893K +$88.4K +1,428 +11%
SB
333
Strategic Blueprint
Georgia
$891K +$12.3K +198 +1%
CRC
334
Curi RMB Capital
Illinois
$886K +$157K +2,541 +22%
MAM
335
McLean Asset Management
Virginia
$882K +$104K +1,724 +13%
GL
336
Graypoint LLC
New York
$880K -$6.62K -107 -0.7%
OC
337
Oppenheimer & Co
New York
$879K +$105K +1,689 +14%
BCG
338
BayBridge Capital Group
California
$879K +$879K +14,359 New
BCG
339
Breakwater Capital Group
New Jersey
$876K -$107K -1,789 -11%
GWM
340
Geneos Wealth Management
Colorado
$874K -$458K -7,402 -34%
AFG
341
Allegheny Financial Group
Pennsylvania
$869K +$305K +4,923 +54%
LFA
342
Legacy Financial Advisors
Kentucky
$863K +$69.6K +1,124 +9%
BG
343
Benedetti & Gucer
Georgia
$861K +$51.1K +825 +6%
TFA
344
Tobias Financial Advisors
Florida
$859K +$2.17K +35 +0.3%
SEI Investments
345
SEI Investments
Pennsylvania
$847K -$1.71M -27,594 -67%
WP
346
Westmount Partners
California
$835K +$42.2K +682 +5%
P
347
&Partners
Tennessee
$830K +$830K +14,091 New
PAG
348
Private Advisor Group
New Jersey
$827K +$225K +3,637 +37%
UL
349
Unionview LLC
Washington
$824K +$43.4K +701 +6%
ATC
350
Argent Trust Co
Tennessee
$819K +$129K +2,082 +19%
12 13
14
15 16