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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 %
APC
626
Aspire Private Capital
North Carolina
$7.06K – – –
KSWA
627
Kathleen S. Wright Associates
Pennsylvania
$7K +$7K +130 New
CFO
628
CVA Family Office
Colorado
$6.78K – – –
AWM
629
Aspire Wealth Management
Massachusetts
$6.38K – – –
AW
630
Avion Wealth
Texas
$6K – – –
GTAM
631
Global Trust Asset Management
Florida
$5.92K -$3.66K -65 -38%
AWM
632
Atticus Wealth Management
Florida
$5.82K – – –
National Bank of Canada
633
National Bank of Canada
Quebec, Canada
$5.08K -$48.3K -855 -90%
TFA
634
Toth Financial Advisory
Virginia
$4.8K – – –
MAWCM
635
Mine & Arao Wealth Creation & Management
California
$4.58K – – –
ME
636
McIlrath & Eck
Washington
$4.52K – – –
SWA
637
SOA Wealth Advisors
New York
$4.29K – – –
SSC
638
Syverson Strege & Co
Iowa
$4.27K +$2.42K +43 +130%
FFA
639
Founders Financial Alliance
North Carolina
$4.01K – – –
C
640
Covestor
United Kingdom
$4K -$2.2K -39 -35%
RTC
641
Riverview Trust Company
Washington
$4K – – –
CNBTD
642
Citizens National Bank Trust Department
Mississippi
$4K – – –
CYG
643
Clean Yield Group
Vermont
$3.9K +$3.9K +69 New
IGWM
644
ICA Group Wealth Management
Colorado
$3.67K +$3.67K +65 New
SIS
645
Sound Income Strategies
Florida
$3.5K -$1.02K -18 -23%
VCM
646
Versant Capital Management
Arizona
$3.5K +$3.5K +62 New
FCA
647
Fortis Capital Advisors
Kansas
$3.22K +$3.22K +57 New
BWA
648
BDO Wealth Advisors
Florida
$3.11K – – –
ANBT
649
American National Bank & Trust
Texas
$3K -$938 -15 -24%
MPWT
650
MassMutual Private Wealth & Trust
Connecticut
$3K +$3K +53 New
24 25
26
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