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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
$566M
2
Natixis Advisors
Natixis Advisors
Massachusetts
$400M
3
CCWM
Cassaday & Co Wealth Management
Virginia
$56.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$276M
5
Jane Street
Jane Street
New York
$66.8M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$1.19B
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$40.6M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$284M
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
$77.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AEPWM
701
Atlantic Edge Private Wealth Management
Florida
$743 +$743 +12 New
OHWP
702
Oak Harbor Wealth Partners
North Carolina
$681 – – –
CWA
703
Core Wealth Advisors
Florida
$496 +$496 +8 New
GG
704
Gleason Group
Kentucky
$478 – – –
HCM
705
Hollencrest Capital Management
California
$433 – – –
CSC
706
Caldwell Sutter Capital
California
$310 – – –
CWA
707
Carolina Wealth Advisors
South Carolina
$309 – – –
FA
708
Faithward Advisors
Pennsylvania
$239 – – –
1832 Asset Management
709
1832 Asset Management
Ontario, Canada
– -$40.6M -718,210 Closed
Charles Schwab
710
Charles Schwab
California
– -$10.2M -180,628 Closed
IIC
711
Integrated Investment Consultants
Michigan
– -$7.82M -138,406 Closed
TA
712
Trellis Advisors
Washington
– -$7.15M -126,594 Closed
HIMCH
713
Hartford Investment Management Co (HIMCO)
Connecticut
– -$3.39M -60,100 Closed
Allspring Global Investments
714
Allspring Global Investments
North Carolina
– -$2.86M -50,695 Closed
FAIM
715
Financial Advocates Investment Management
Washington
– -$3.5M -39,650 Closed
TI
716
Tidal Investments
Wisconsin
– -$1.03M -18,229 Closed
Walleye Capital
717
Walleye Capital
New York
– -$994K -17,604 Closed
FFA
718
First Foundation Advisors
California
– -$942K -16,673 Closed
CSPAM
719
Cary Street Partners Asset Management
Virginia
– -$33.1K -16,499 Closed
Principal Financial Group
720
Principal Financial Group
Iowa
– -$920K -16,296 Closed
WWP
721
Waypoint Wealth Partners
California
– -$583K -10,322 Closed
WCP
722
Wick Capital Partners
Pennsylvania
– -$549K -9,728 Closed
SRC
723
Sage Rhino Capital
California
– -$491K -8,700 Closed
DP
724
Denver PWM
Colorado
– -$341K -6,145 Closed
Citadel Advisors
725
Citadel Advisors
Florida
– -$297K -5,256 Closed
27 28
29
30 31