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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 %
CL
51
Choreo LLC
Illinois
$19.9M +$2.13M +37,789 +12%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$19.8M +$14.4M +255,326 +267%
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$18.6M -$4.44M -78,572 -19%
MGIA
54
Moneta Group Investment Advisors
Missouri
$18.6M -$1.74M -28,414 -9%
BAAM
55
Baker Avenue Asset Management
California
$18.5M -$502K -8,896 -3%
M&T Bank
56
M&T Bank
New York
$18.3M -$1.07M -18,993 -6%
WAP
57
Wealthcare Advisory Partners
Pennsylvania
$18M +$4.24M +75,087 +31%
Osaic Holdings
58
Osaic Holdings
Arizona
$17.6M +$362K +6,406 +2%
CG
59
Colony Group
Massachusetts
$17.5M +$784K +13,881 +5%
CCA
60
Checchi Capital Advisers
California
$17M +$7.31M +129,441 +76%
SWM
61
Shakespeare Wealth Management
Wisconsin
$16.6M +$577K +10,223 +4%
Ameriprise
62
Ameriprise
Minnesota
$15.6M +$7.51M +143,490 +93%
Stifel Financial
63
Stifel Financial
Missouri
$15.1M +$1.82M +32,304 +14%
BAMG
64
Brand Asset Management Group
Missouri
$15.1M +$622K +11,013 +4%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$14.8M +$6.02M +106,517 +68%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$14.4M -$1M -17,780 -6%
CCM
67
Coldstream Capital Management
Washington
$14.3M +$14.3M +253,165 New
FSC
68
Full Sail Capital
Oklahoma
$14.2M +$2.19M +38,825 +18%
Nuveen Asset Management
69
Nuveen Asset Management
Illinois
$13.7M -$41.2M -729,633 -75%
SPA
70
Shore Point Advisors
New Jersey
$12.8M -$765K -13,536 -6%
QCG
71
Quadrant Capital Group
Ohio
$12.8M -$2.2M -38,952 -15%
FWP
72
Falcon Wealth Planning
California
$12.8M +$957K +16,950 +8%
EWA
73
Exencial Wealth Advisors
Oklahoma
$12.6M -$1.26M -22,255 -9%
PPW
74
Parcion Private Wealth
Washington
$12.2M +$11.8M +209,202 +2,972%
WA
75
Wealth Architects
California
$11.8M +$2.9M +51,395 +33%
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