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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 %
FVWA
526
Foster Victor Wealth Advisors
South Carolina
$216K +$216K +3,526 New
OGF
527
Orin Green Financial
California
$215K +$215K +3,479 New
WRPWM
528
Werba Rubin Papier Wealth Management
California
$214K +$214K +3,464 New
SIC
529
Samalin Investment Counsel
New York
$214K +$214K +3,455 New
HCA
530
Harbour Capital Advisors
Virginia
$213K +$213K +3,524 New
ACM
531
Advisors Capital Management
New Jersey
$213K +$213K +3,448 New
AG
532
Ascent Group
Virginia
$209K -$16.4K -271 -7%
IWA
533
Icon Wealth Advisors
Texas
$208K +$208K +3,362 New
FOFP
534
Fee-Only Financial Planning
South Carolina
$207K +$207K +3,350 New
EIP
535
Ellis Investment Partners
Pennsylvania
$201K +$201K +3,247 New
CA
536
CoreCap Advisors
Michigan
$201K +$201K +3,244 New
FFA
537
Frazier Financial Advisors
Ohio
$199K +$199K +3,220 New
CAL
538
Capital Advisors Ltd
Ohio
$196K +$618 +10 +0.3%
KFI
539
Key Financial Inc
Pennsylvania
$193K – – –
National Bank of Canada
540
National Bank of Canada
Quebec, Canada
$191K +$183K +2,996 +2,322%
RTL
541
Red Tortoise LLC
Georgia
$180K +$2.17K +35 +1%
CSWM
542
Cassady Schiller Wealth Management
Ohio
$178K – – –
GIA
543
GHP Investment Advisors
Colorado
$176K – – –
CIR
544
Clear Investment Research
Georgia
$159K +$1.86K +30 +1%
IA
545
IFP Advisors
Florida
$157K -$1.42K -23 -0.9%
AFS
546
Annapolis Financial Services
Maryland
$156K – – –
DWM
547
Dogwood Wealth Management
Kansas
$153K +$153K +2,472 New
AAP
548
Arax Advisory Partners
Colorado
$153K +$2.66K +43 +2%
FWM
549
Focused Wealth Management
New York
$150K – – –
S
550
SignatureFD
Georgia
$137K +$1.3K +21 +1%
20 21
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