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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 %
TI
351
Truepoint Inc
Ohio
$812K – – –
FWTB
352
First Western Trust Bank
Colorado
$807K -$90.9K -1,468 -10%
PFGIA
353
Patriot Financial Group Insurance Agency
Massachusetts
$805K -$231K -3,734 -22%
FSWA
354
Financial Synergies Wealth Advisors
Texas
$804K +$187K +3,308 +30%
RFC
355
Regions Financial Corp
Alabama
$802K -$104K -1,678 -11%
AP
356
Aspect Partners
Virginia
$798K +$798K +12,894 New
SAG
357
SageView Advisory Group
California
$797K +$205K +3,386 +35%
PPW
358
Presilium Private Wealth
Pennsylvania
$796K +$796K +12,866 New
WCWM
359
Wooster Corthell Wealth Management
Connecticut
$785K -$34K -550 -4%
ADL
360
Asset Dedication LLC
California
$775K -$25.1K -408 -3%
MFG
361
Magnus Financial Group
New York
$771K +$59.9K +967 +8%
BB
362
Busey Bank
Illinois
$760K -$12K -194 -2%
LWM
363
LongView Wealth Management
Georgia
$752K +$752K +12,366 New
VFPI
364
Vantage Financial Partners (Illinois)
Illinois
$752K -$325K -5,258 -30%
BSWA
365
Bromfield Sneider Wealth Advisors
Massachusetts
$743K +$3.53K +57 +0.5%
VI
366
Vestcor Inc
New Brunswick, Canada
$736K +$565K +9,120 +329%
RWA
367
River Wealth Advisors
Pennsylvania
$736K +$49.3K +797 +7%
Cerity Partners
368
Cerity Partners
New York
$734K +$440K +7,114 +150%
MFG
369
Merit Financial Group
Georgia
$722K +$9.47K +153 +1%
Deutsche Bank
370
Deutsche Bank
Germany
$717K +$105K +1,703 +17%
WCFA
371
Walkner Condon Financial Advisors
Wisconsin
$714K -$57.6K -930 -7%
AIA
372
Alera Investment Advisors
Illinois
$711K -$32.5K -525 -4%
BCM
373
BluePointe Capital Management
California
$686K +$686K +11,075 New
SFA
374
Sequoia Financial Advisors
Ohio
$673K -$15.7K -254 -2%
MWAM
375
Manhattan West Asset Management
California
$672K -$1.84M -29,706 -73%
13 14
15
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