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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 %
CBFP
451
Cedar Brook Financial Partners
Ohio
$372K +$13.3K +218 +4%
WWM
452
Western Wealth Management
Colorado
$367K +$367K +5,935 New
MSAM
453
Moloney Securities Asset Management
Missouri
$359K +$4.33K +70 +1%
TI
454
Trexquant Investment
Connecticut
$359K +$359K +5,807 New
JSW
455
Journey Strategic Wealth
New Jersey
$358K – – –
BAM
456
Belpointe Asset Management
Nevada
$353K -$124 -2 -0%
EWS
457
Evergreen Wealth Solutions
Pennsylvania
$348K +$348K +5,620 New
NFG
458
Nations Financial Group
Iowa
$345K -$16.9K -273 -5%
AA
459
Ancora Advisors
Ohio
$343K – – –
Carson Wealth (CWM LLC)
460
Carson Wealth (CWM LLC)
Nebraska
$342K +$57.3K +926 +20%
RWM
461
Ritholtz Wealth Management
New York
$340K +$340K +5,495 New
LSPW
462
Lake Street Private Wealth
Illinois
$340K +$2.72K +44 +0.8%
CFO
463
Collective Family Office
Pennsylvania
$339K – – –
CIC
464
Cutler Investment Counsel
Oregon
$338K +$12.8K +207 +4%
EWA
465
EP Wealth Advisors
California
$337K -$218K -3,527 -39%
AWM
466
AllSquare Wealth Management
New York
$336K – – –
CCA
467
Criterion Capital Advisors
Tennessee
$335K +$335K +5,412 New
UCFA
468
United Capital Financial Advisors
Texas
$334K -$361K -5,835 -52%
SI
469
Stephens Inc
Arkansas
$325K -$61.9K -1,000 -16%
TSW
470
Thompson Siegel & Walmsley
Virginia
$318K -$276K -4,457 -46%
SWC
471
Spectrum Wealth Counsel
Indiana
$315K +$315K +5,093 New
MF
472
Meridian Financial
Massachusetts
$314K +$124 +2 +0%
TCM
473
Tufton Capital Management
Maryland
$313K -$5.2K -84 -2%
PCIA
474
Prime Capital Investment Advisors
Kansas
$307K +$248 +4 +0.1%
Empower Advisory Group
475
Empower Advisory Group
Colorado
$304K +$3.34K +54 +1%
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