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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
1
Morgan Stanley
New York
$566M
2
Natixis Advisors
2
Natixis Advisors
Massachusetts
$400M
3
CCWM
3
Cassaday & Co Wealth Management
Virginia
$56.3M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$276M
5
Jane Street
5
Jane Street
New York
$66.8M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.19B
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$0
3
State of Tennessee, Department of Treasury
3
State of Tennessee, Department of Treasury
Tennessee
$40.6M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$284M
5
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$77.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAMG
51
Brand Asset Management Group
Missouri
$17.7M +$226K +3,645 +1%
Osaic Holdings
52
Osaic Holdings
Arizona
$17.7M -$3.89M -62,785 -18%
FDCDDQ
53
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.4M +$1.6M +25,884 +10%
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$17.2M +$1.86M +30,036 +12%
QCG
55
Quadrant Capital Group
Ohio
$16.9M +$1.35M +21,782 +9%
Russell Investments Group
56
Russell Investments Group
United Kingdom
$16.4M +$2.36M +38,200 +17%
SPA
57
Shore Point Advisors
New Jersey
$16M +$169K +2,731 +1%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$15.8M +$265K +4,279 +2%
WAP
59
Wealthcare Advisory Partners
Pennsylvania
$15.8M +$415K +6,709 +3%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$15.8M -$1.09M -17,595 -6%
M&T Bank
61
M&T Bank
New York
$15.6M -$1.29M -20,762 -8%
Envestnet Portfolio Solutions
62
Envestnet Portfolio Solutions
Illinois
$15.2M -$1.16M -18,753 -7%
SC
63
Savant Capital
Illinois
$14.6M -$464K -7,503 -3%
Pathstone Holdings
64
Pathstone Holdings
New Jersey
$14.4M +$14.4M +232,541 New
Stifel Financial
65
Stifel Financial
Missouri
$14.2M +$129K +2,085 +0.9%
FSC
66
Full Sail Capital
Oklahoma
$13.5M -$1.09M -17,558 -7%
AFA
67
American Financial Advisors
Georgia
$13.4M -$1.19M -19,159 -8%
FWP
68
Falcon Wealth Planning
California
$13.4M -$4.54M -73,352 -25%
S
69
Syntrinsic
Colorado
$13.3M +$13.3M +215,433 New
MCM
70
MAI Capital Management
Ohio
$13.3M -$104K -1,673 -0.8%
CCA
71
Checchi Capital Advisers
California
$13.1M -$6.92M -111,723 -35%
Nuveen Asset Management
72
Nuveen Asset Management
Illinois
$12.8M +$300K +4,853 +2%
EWA
73
Exencial Wealth Advisors
Oklahoma
$12.6M -$533K -8,607 -4%
APW
74
Austin Private Wealth
Texas
$12.3M -$1.13M -18,227 -8%
WA
75
Wealth Architects
California
$12M -$311K -5,025 -3%
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