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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 %
SIM
676
Studio Investment Management
Illinois
$621 +$621 +11 New
GG
677
Gleason Group
Kentucky
$423 – – –
RFS
678
Retirement Financial Solutions
Tennessee
$339 +$339 +6 New
BL
679
Balentine LLC
Georgia
$282 +$282 +5 New
FA
680
Faithward Advisors
Pennsylvania
$226 – – –
BCA
681
Bray Capital Advisors
Florida
$169 – – –
HCP
682
Hexagon Capital Partners
Arkansas
$56 -$11.4K -204 -100%
CMP
683
Coston McIsaac & Partners
Maine
$51 – – –
LCM
684
Logan Capital Management
Pennsylvania
$39 +$39 +1 New
WIM
685
Westside Investment Management
California
$2 – – –
CI
686
CX Institutional
Indiana
– -$10.1M -207,070 Closed
AI
687
Atria Investments
North Carolina
– -$3.22M -65,945 Closed
SS
688
Simplicity Solutions
Minnesota
– -$3.14M -64,423 Closed
YIH
689
Y-Intercept (HK)
Hong Kong
– -$2.47M -50,667 Closed
Vanguard Group
690
Vanguard Group
Pennsylvania
– -$2.16M -44,289 Closed
IA
691
IFG Advisory
Georgia
– -$2.03M -41,696 Closed
FC
692
Forte Capital
New York
– -$585K -11,991 Closed
BNP Paribas Financial Markets
693
BNP Paribas Financial Markets
France
– -$550K -11,265 Closed
BEAM
694
Baker Ellis Asset Management
Washington
– -$540K -11,080 Closed
BWA
695
Beam Wealth Advisors
Louisiana
– -$500K -10,251 Closed
CCMG
696
Clark Capital Management Group
Pennsylvania
– -$489K -10,034 Closed
Jane Street
697
Jane Street
New York
– -$475K -9,739 Closed
EWS
698
Evergreen Wealth Solutions
Pennsylvania
– -$461K -9,450 Closed
RPC
699
Rossmore Private Capital
Connecticut
– -$407K -8,351 Closed
IC
700
IEQ Capital
California
– -$399K -8,177 Closed
26 27
28
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