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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 %
AIM
651
Anchor Investment Management
South Carolina
$2.94K – – –
BA
652
Ballast Advisors
Minnesota
$2.6K – – –
JWA
653
JFS Wealth Advisors
Pennsylvania
$2.59K – – –
EWM
654
EPG Wealth Management
Georgia
$2.43K – – –
TAM
655
Townsend Asset Management
North Carolina
$2.36K -$11.4K -203 -83%
LOIP
656
Live Oak Investment Partners
Texas
$2.26K – – –
PP
657
Pacifica Partners
Canada
$2.03K – – –
LWP
658
Lumature Wealth Partners
Georgia
$1.92K – – –
BIA
659
Bell Investment Advisors
California
$1.86K – – –
RA
660
Rise Advisors
New York
$1.81K +$1.81K +32 New
IAS
661
IMA Advisory Services
Colorado
$1.47K – – –
WPA
662
West Paces Advisors
Georgia
$1.47K +$1.47K +26 New
PFA
663
Pathway Financial Advisers
Indiana
$1.19K +$1.19K +21 New
JWM
664
Janiczek Wealth Management
Colorado
$1.13K – – –
WWP
665
WR Wealth Planners
Missouri
$1.13K +$1.13K +20 New
CP
666
Castleview Partners
Texas
$1.07K -$198K -3,500 -99%
TFA
667
Transamerica Financial Advisors
Florida
$1K – – –
FCMT
668
Founders Capital Management (Texas)
Texas
$1K – – –
HDIM
669
Hanson & Doremus Investment Management
Vermont
$1K +$1K +17 New
CAS
670
Coppell Advisory Solutions
Texas
$791 +$791 +14 New
CASC
671
Coppell Advisory Solutions Corp
Texas
$791 +$791 +14 New
PAG
672
Private Advisor Group
New Jersey
$737 -$101 -1,786 -12%
FCA
673
FinTrust Capital Advisors
South Carolina
$734 -$678 -12 -48%
BCMIO
674
Beacon Capital Management Inc (Ohio)
Ohio
$650 +$650 +12 New
OHWP
675
Oak Harbor Wealth Partners
North Carolina
$621 -$4.97K -88 -89%
25 26
27
28 29