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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 %
TNA
501
True North Advisors
Texas
$249K +$249K +4,020 New
TFM
502
TFC Financial Management
Massachusetts
$246K +$25K +404 +11%
FFA
503
Farther Finance Advisors
California
$245K +$239K +3,861 +4,290%
Prudential Financial
504
Prudential Financial
New Jersey
$242K -$4.22M -68,131 -95%
HWM
505
HB Wealth Management
Georgia
$241K -$37.1K -599 -13%
VCM
506
Vivaldi Capital Management
Illinois
$240K – – –
BWIA
507
Bryant Woods Investment Advisors
New York
$236K +$236K +3,808 New
AWA
508
Arete Wealth Advisors
Illinois
$235K +$235K +3,802 New
SW
509
Simplicity Wealth
New Jersey
$233K +$233K +3,765 New
GAM
510
Gemmer Asset Management
California
$233K -$39.8K -643 -15%
Betterment LLC
511
Betterment LLC
New York
$232K +$232K +3,750 New
CA
512
Cumberland Advisors
Florida
$232K -$54.5K -880 -19%
WPW
513
Watershed Private Wealth
Illinois
$230K -$111K -1,800 -33%
LW
514
Linscomb Wealth
Texas
$230K +$2.85K +46 +1%
WS
515
Wedbush Securities
California
$229K +$229K +3,708 New
KeyBank National Association
516
KeyBank National Association
Ohio
$228K +$228K +3,684 New
HSA
517
HBK Sorce Advisory
Pennsylvania
$228K -$102K -1,647 -31%
GFS
518
GYL Financial Synergies
Connecticut
$227K – – –
MW
519
Maia Wealth
Colorado
$224K +$224K +3,624 New
GJIA
520
Glass Jacobson Investment Advisors
Maryland
$224K -$98.5K -1,591 -31%
VNA
521
Valley National Advisers
Pennsylvania
$224K -$28.7K -465 -11%
FWM
522
Fingerlakes Wealth Management
New York
$219K +$219K +3,543 New
GHA
523
Granite Harbor Advisors
Texas
$218K -$7.86K -127 -3%
CC
524
Callan Capital
California
$218K +$218K +3,524 New
EWS
525
Eagle Wealth Strategies
New Jersey
$216K +$216K +3,494 New
19 20
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