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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.

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 %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$41.7M +$4.77M +84,232 +13%
TAIM
27
TD Ameritrade Investment Management
Nebraska
$41.4M -$2.43M -43,075 -6%
1832 Asset Management
28
1832 Asset Management
Ontario, Canada
$40.7M +$54.8K +970 +0.1%
HighTower Advisors
29
HighTower Advisors
Illinois
$39.1M +$488K +8,650 +1%
WSFS
30
Wilmington Savings Fund Society
Delaware
$38.9M -$1.75M -30,992 -4%
Wellington Management Group
31
Wellington Management Group
Massachusetts
$38.2M -$14.1M -249,422 -27%
Corient Private Wealth
32
Corient Private Wealth
Florida
$38.1M +$38.1M +674,891 New
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$35.7M +$5.93M +105,050 +20%
HHGA
34
Halbert Hargrove Global Advisors
California
$33.5M -$95.5K -1,691 -0.3%
Truist Financial
35
Truist Financial
North Carolina
$33M -$22.2M -392,231 -40%
Franklin Resources
36
Franklin Resources
California
$30.9M -$1.32M -23,285 -4%
OCM
37
One Capital Management
California
$30.1M +$2.33M +41,260 +8%
BSW
38
Buckingham Strategic Wealth
Missouri
$28.3M -$120K -2,130 -0.4%
LPL Financial
39
LPL Financial
California
$28.2M +$245K +4,345 +0.9%
EH
40
Equitable Holdings
New York
$27.2M +$1.07M +18,953 +4%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$26.6M +$3.1M +50,975 +13%
AAS
42
Avantax Advisory Services
Texas
$26.1M +$2.52M +44,653 +11%
Wells Fargo
43
Wells Fargo
California
$26M -$3.75M -66,464 -13%
LSAG
44
Lake Street Advisors Group
New Hampshire
$26M +$16.6M +293,114 +175%
State of Tennessee, Department of Treasury
45
State of Tennessee, Department of Treasury
Tennessee
$25.9M +$1.11M +19,612 +4%
AFA
46
American Financial Advisors
Georgia
$25.4M -$695K -12,302 -3%
CCWM
47
Cassaday & Co Wealth Management
Virginia
$24.4M +$24.4M +431,429 New
PL
48
Plancorp LLC
Missouri
$24.2M +$1.28M +22,629 +6%
PFO
49
Pathstone Family Office
New Jersey
$22.7M +$3.49M +61,780 +18%
Barclays
50
Barclays
United Kingdom
$21.7M +$2.2M +38,869 +11%
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