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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 %
SWA
726
Stratos Wealth Advisors
Ohio
– -$283K -5,018 Closed
TSS
727
Two Sigma Securities
New York
– -$241K -4,265 Closed
IAS
728
Insigneo Advisory Services
Florida
– -$239K -4,240 Closed
ARC
729
Advisor Resource Council
Texas
– -$203K -3,587 Closed
EARNEST Partners
730
EARNEST Partners
Georgia
– -$68.9K -1,220 Closed
GWM
731
Grand Wealth Management
Michigan
– -$44.5K -788 Closed
NIC
732
Northwest Investment Counselors
Oregon
– -$42.4K -750 Closed
CIA
733
Choate Investment Advisors
Massachusetts
– -$24.2K -428 Closed
VF
734
VitalStone Financial
Texas
– -$21K -381 Closed
ST
735
Smithfield Trust
Pennsylvania
– -$20K -361 Closed
RDFA
736
Ritter Daniher Financial Advisory
Ohio
– -$17.7K -314 Closed
PAI
737
Pittenger & Anderson Inc
Nebraska
– -$14.2K -251 Closed
WWM
738
Wolff Wiese Magana
California
– -$12.8K -226 Closed
SSWM
739
Sheets Smith Wealth Management
North Carolina
– -$11.5K -203 Closed
HR
740
Howe & Rusling
New York
– -$11.2K -199 Closed
RDIA
741
RE Dickinson Investment Advisors
Iowa
– -$7K -127 Closed
AGWCA
742
Annis Gardner Whiting Capital Advisors
Florida
– -$7.17K -127 Closed
PCMC
743
Private Capital Management (Colorado)
Colorado
– -$6.21K -110 Closed
GTAM
744
Global Trust Asset Management
Florida
– -$5.92K -105 Closed
CG
745
Cutler Group
California
– -$5K -100 Closed
SFC
746
SYM Financial Corp
Indiana
– -$4.74K -84 Closed
RTC
747
Riverview Trust Company
Washington
– -$3.67K -65 Closed
AWA
748
Authentikos Wealth Advisory
California
– -$3.5K -62 Closed
RP
749
Rice Partnership
Hawaii
– -$2.94K -52 Closed
BA
750
Ballast Advisors
Minnesota
– -$2.6K -46 Closed
27 28 29
30
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