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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 %
MCA
576
Maryland Capital Advisors
Maryland
$73.6K – – –
RIL
577
Rothschild Investment LLC
Illinois
$72.9K +$72.9K +1,177 New
GI
578
Gradient Investments
Minnesota
$66.6K +$7.06K +114 +12%
WP
579
WealthShield Partners
North Carolina
$66K -$320K -5,162 -83%
SIS
580
Sound Income Strategies
Florida
$64.9K +$64.9K +1,048 New
WT
581
Whittier Trust
California
$64.9K – – –
IPW
582
Impact Partnership Wealth
Georgia
$64.7K +$63.8K +1,030 +6,867%
BFS
583
Burkett Financial Services
South Carolina
$64K +$64K +1,034 New
HCP
584
Hexagon Capital Partners
Arkansas
$63.8K +$29.1K +470 +84%
WT
585
Washington Trust
Rhode Island
$63.4K -$929 -15 -1%
GBT
586
Grove Bank & Trust
Florida
$62.2K – – –
MFA
587
McClarren Financial Advisors
Pennsylvania
$62K +$865 +14 +1%
GKIM
588
GW&K Investment Management
Massachusetts
$61K – – –
CPG
589
Custom Portfolio Group
Colorado
$57.7K +$57.7K +932 New
AA
590
Addison Advisors
Vermont
$57.3K – – –
RFG
591
REAP Financial Group
Texas
$56.6K +$56.6K +914 New
AWM
592
Abound Wealth Management
Tennessee
$56.2K – – –
EWA
593
Elevate Wealth Advisory
Georgia
$56.2K +$56.2K +907 New
DAM
594
Delta Asset Management
Tennessee
$54.2K – – –
CIAS
595
Capital Investment Advisory Services
North Carolina
$50.2K -$1.8K -29 -3%
PCWA
596
Pacific Capital Wealth Advisors
California
$50.1K -$2.64M -42,627 -98%
EWP
597
Elevation Wealth Partners
California
$50.1K – – –
JFA
598
JNBA Financial Advisors
Minnesota
$43.3K – – –
MPWT
599
MassMutual Private Wealth & Trust
Connecticut
$41K -$4.95K -80 -11%
MIA
600
MeadowBrook Investment Advisors
Michigan
$41K +$41K +663 New
22 23
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