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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 %
SIC
551
SJS Investment Consulting
Ohio
$136K – – –
PFM
552
Phillips Financial Management
Indiana
$132K – – –
JFG
553
JDM Financial Group
Texas
$130K +$805 +13 +0.6%
SMA
554
Sage Mountain Advisors
Georgia
$129K -$2.54K -41 -2%
LPP
555
Life Planning Partners
Florida
$127K +$127K +2,045 New
AC
556
AlphaCore Capital
California
$126K – – –
EBA
557
Eagle Bay Advisors
New York
$120K -$1.01M -16,389 -89%
HB
558
Horizon Bancorp
Indiana
$115K – – –
HWP
559
Highline Wealth Partners
California
$115K +$23.2K +375 +25%
HI
560
Harbour Investments
Wisconsin
$113K -$3.41K -55 -3%
GWS
561
Glassman Wealth Services
Virginia
$111K – – –
CFD
562
Creative Financial Designs
Indiana
$109K -$6.62K -107 -6%
W
563
WealthCollab
Washington
$109K +$109K +1,762 New
TWC
564
TD Waterhouse Canada
Ontario, Canada
$108K +$104K +1,723 +2,779%
NS
565
NBC Securities
Alabama
$107K – – –
SWM
566
Spire Wealth Management
Virginia
$106K -$26.1K -438 -20%
TC
567
Trust Company
Kansas
$103K – – –
SSB
568
Sandy Spring Bank
Maryland
$98.1K +$1.3K +21 +1%
TF
569
Tompkins Financial
New York
$97.2K – – –
ITIM
570
Indiana Trust & Investment Management
Indiana
$86K +$11.6K +187 +16%
BTI
571
Blue Trust Inc
Georgia
$83K +$38.4K +677 +86%
EDRH
572
Edmond de Rothschild Holding
Switzerland
$78.3K – – –
PTC
573
Private Trust Company
Ohio
$77.1K +$12.6K +204 +20%
CFGS
574
Concourse Financial Group Securities
Alabama
$76K +$62.7K +1,014 +472%
AF
575
Advisornet Financial
Minnesota
$74.5K -$6.05M -97,676 -99%
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