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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 %
Lido Advisors
401
Lido Advisors
California
$564K -$26.3K -425 -4%
FHA
402
First Horizon Advisors
Tennessee
$561K +$26.5K +428 +5%
CSPIA
403
Cary Street Partners Investment Advisory
Virginia
$548K -$5.51K -249 -1%
AWP
404
Accretive Wealth Partners
New Jersey
$547K -$5.7K -92 -1%
RPSA
405
Richard P. Slaughter Associates
Texas
$542K +$542K +8,753 New
OIA
406
OneDigital Investment Advisors
Kansas
$541K +$78.4K +1,267 +17%
1WM
407
1900 Wealth Management
Texas
$540K – – –
VIM
408
Vista Investment Management
Pennsylvania
$537K -$74.5K -1,203 -12%
ATI
409
ARK & TLK Investments
Oklahoma
$536K +$536K +8,653 New
TP
410
Tranquility Partners
Tennessee
$532K – – –
MFGM
411
Marshall Financial Group (Maryland)
Maryland
$526K -$15.5K -251 -3%
CWA
412
Cornerstone Wealth Advisors
Minnesota
$519K -$82.3K -1,330 -14%
USCWA
413
U.S. Capital Wealth Advisors
Texas
$517K -$19K -307 -4%
CWS
414
Confluence Wealth Services
Pennsylvania
$515K +$515K +8,323 New
OCM
415
Objective Capital Management
Ohio
$509K -$58.4K -944 -10%
KPWG
416
KFA Private Wealth Group
Virginia
$506K -$10.5K -169 -2%
VWA
417
Visionary Wealth Advisors
Illinois
$493K -$34K -549 -6%
SWP
418
Stratos Wealth Partners
Ohio
$480K -$2.04K -33 -0.4%
WCF
419
West Coast Financial
California
$470K -$7.74K -125 -2%
JFG
420
JMG Financial Group
Illinois
$464K +$145K +2,340 +45%
PA
421
Parallel Advisors
California
$463K -$805 -13 -0.2%
KWM
422
Kingsview Wealth Management
Oregon
$463K -$377K -6,096 -45%
PGFC
423
Peapack-Gladstone Financial Corp
New Jersey
$462K – – –
HL
424
HeadInvest LLC
Maine
$461K – – –
BHWM
425
Beaird Harris Wealth Management
Texas
$457K -$57.9K -936 -11%
15 16
17
18 19