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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 %
SB
351
Strategic Blueprint
Georgia
$746K +$489K +8,654 +190%
TI
352
Truepoint Inc
Ohio
$741K +$741K +13,128 New
FHA
353
First Horizon Advisors
Tennessee
$730K +$78.7K +1,393 +12%
CWA
354
Cornerstone Wealth Advisors
Minnesota
$728K -$75.4K -1,335 -9%
JWCA
355
J.W. Cole Advisors
Florida
$706K -$145K -2,563 -17%
RWA
356
River Wealth Advisors
Pennsylvania
$705K -$189K -3,355 -21%
SCM
357
Stonehearth Capital Management
Massachusetts
$704K +$30.3K +536 +4%
CIBC Private Wealth Group
358
CIBC Private Wealth Group
Georgia
$693K +$693K +12,265 New
DP
359
Denver PWM
Colorado
$685K -$59.1K -1,047 -8%
Cerity Partners
360
Cerity Partners
New York
$676K +$49.3K +872 +8%
VIM
361
Vista Investment Management
Pennsylvania
$664K -$98.8K -1,750 -13%
BSWA
362
Bromfield Sneider Wealth Advisors
Massachusetts
$660K +$17.8K +315 +3%
BHWM
363
Beaird Harris Wealth Management
Texas
$655K – – –
WP
364
Westmount Partners
California
$650K +$650K +11,500 New
BFO
365
Biltmore Family Office
North Carolina
$642K -$978K -17,311 -60%
MG
366
Mather Group
Illinois
$641K -$2.69M -47,665 -81%
ATC
367
Argent Trust Co
Tennessee
$637K +$51.5K +911 +9%
PFGIA
368
Patriot Financial Group Insurance Agency
Massachusetts
$635K +$43.7K +773 +7%
MFG
369
Magnus Financial Group
New York
$634K -$194K -3,434 -23%
MFG
370
Merit Financial Group
Georgia
$625K -$19.4K -343 -3%
JIC
371
Johnson Investment Counsel
Ohio
$618K -$928K -16,438 -60%
IFA
372
Index Fund Advisors
California
$617K – – –
OCM
373
Objective Capital Management
Ohio
$615K -$44.3K -784 -7%
AWA
374
Aletheian Wealth Advisors
Washington
$612K +$244K +4,318 +66%
BG
375
Benedetti & Gucer
Georgia
$611K +$611K +10,824 New
13 14
15
16 17