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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.

New
Increased
Maintained
Reduced
Closed
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 %
CAL
476
Capital Advisors Ltd
Ohio
$259K -$52.6K -931 -17%
KF
477
Krilogy Financial
Missouri
$256K -$17.7K -314 -6%
OSAM
478
O'Shaughnessy Asset Management
Connecticut
$254K -$51.1K -905 -17%
PPC
479
Park Place Capital
Alabama
$254K +$254K +4,495 New
CIA
480
Compass Ion Advisors
Pennsylvania
$253K -$51.6K -913 -17%
IBOK
481
Independence Bank of Kentucky
Kentucky
$253K – – –
LSPW
482
Lake Street Private Wealth
Illinois
$251K +$1.41K +25 +0.6%
AFP
483
Ausdal Financial Partners
Iowa
$247K -$25.6K -453 -9%
TSS
484
Two Sigma Securities
New York
$246K -$746K -13,215 -75%
FFN
485
Focus Financial Network
Minnesota
$246K -$35.4K -627 -13%
GA
486
Greenspring Advisors
Maryland
$245K – – –
AFA
487
Alpha Financial Advisors
North Carolina
$245K +$245K +4,340 New
SOS
488
Silver Oak Securities
Tennessee
$243K +$243K +4,297 New
SC
489
Scotia Capital
Ontario, Canada
$241K +$241K +4,265 New
BFA
490
Beaumont Financial Advisors
Massachusetts
$241K +$241K +4,259 New
VCM
491
Vivaldi Capital Management
Illinois
$236K +$236K +4,046 New
NRI
492
NFP Retirement Inc
California
$236K – – –
LW
493
Linscomb Wealth
Texas
$234K +$234K +4,135 New
GAM
494
Gemmer Asset Management
California
$229K +$229K +4,059 New
FWM
495
Fingerlakes Wealth Management
New York
$229K -$4.69K -83 -2%
American Century Companies
496
American Century Companies
Missouri
$229K -$3.03M -53,605 -93%
NEGWA
497
New England Guild Wealth Advisors
Connecticut
$226K +$226K +4,003 New
TRCT
498
Tower Research Capital (TRC)
New York
$225K +$138K +2,439 +158%
MNBTD
499
Moody National Bank Trust Division
Texas
$221K +$221K +3,908 New
HWM
500
HB Wealth Management
Georgia
$220K +$220K +3,895 New
18 19
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