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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 %
SF
426
Summit Financial
New Jersey
$455K +$3.4K +55 +0.8%
AFG
427
Atomi Financial Group
New York
$451K +$8.48K +137 +2%
MFT
428
Moisand Fitzgerald Tamayo
Florida
$450K -$805 -13 -0.2%
SAI
429
Savvy Advisors Inc
New York
$446K +$446K +7,207 New
LA
430
Latitude Advisors
Florida
$438K +$5.7K +92 +1%
WPC
431
Wedmont Private Capital
Pennsylvania
$436K -$362K -5,905 -45%
HNB
432
Huntington National Bank
Ohio
$436K -$410K – –
AIM
433
Athena Investment Management
California
$431K – – –
WI
434
WrapManager Inc
California
$428K -$23K -371 -5%
CS
435
Credit Suisse
Switzerland
$427K – – –
CGPCS
436
Capital Group Private Client Services
California
$424K -$15.5K -250 -4%
CA
437
Cetera Advisors
Colorado
$421K +$25.1K +406 +6%
FIB
438
First Interstate Bank
Montana
$419K – – –
PWM
439
Partnership Wealth Management
Maryland
$419K +$419K +6,954 New
RJT
440
Raymond James Trust
Florida
$415K +$46.6K +753 +13%
WPP
441
Whalerock Point Partners
Rhode Island
$415K – – –
FCM
442
Fortis Capital Management
Washington
$410K +$5.45K +88 +1%
BWM
443
Brickley Wealth Management
California
$407K +$33K +533 +9%
CW
444
Connectus Wealth
Ohio
$406K +$3.59K +58 +0.9%
SF
445
Synovus Financial
Georgia
$401K -$20.2K -327 -5%
CMP
446
Courage Miller Partners
Virginia
$394K -$43.5K -702 -10%
CIA
447
Compass Ion Advisors
Pennsylvania
$379K +$7.92K +128 +2%
NB
448
Nicolet Bankshares
Wisconsin
$376K +$28.2K +455 +8%
IAN
449
Integrated Advisors Network
Texas
$376K -$4.02K -65 -1%
VFA
450
Valeo Financial Advisors
Indiana
$373K -$90.1K -1,456 -19%
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