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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 %
MCM
76
MAI Capital Management
Ohio
$11.7M -$819K -14,505 -7%
APW
77
Austin Private Wealth
Texas
$11.7M -$312K -5,530 -3%
MWM
78
Mission Wealth Management
California
$11.1M -$1.71M -30,224 -13%
AA
79
Alesco Advisors
New York
$11.1M +$1.62M +28,608 +17%
PFA
80
Pure Financial Advisors
California
$10.7M -$427K -7,566 -4%
KA
81
Klingman & Associates
New York
$10.2M +$42.2K +747 +0.4%
OAM
82
Oppenheimer Asset Management
New York
$10.1M -$788K -13,948 -7%
WA
83
Waverly Advisors
Alabama
$9.66M +$462K +8,185 +5%
CIBC World Market
84
CIBC World Market
Ontario, Canada
$9.34M +$422K +7,475 +5%
State Street
85
State Street
Massachusetts
$9.29M -$21.4M -379,378 -70%
MML Investors Services
86
MML Investors Services
Massachusetts
$9.14M +$207K +3,661 +2%
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
$9.08M +$5.85M +103,578 +181%
US Bancorp
88
US Bancorp
Minnesota
$9.05M +$435K +7,706 +5%
Mariner
89
Mariner
Kansas
$8.9M -$1.57M -27,808 -15%
FWM
90
Fairhaven Wealth Management
Illinois
$8.81M +$107K +1,887 +1%
TFCP
91
Twin Focus Capital Partners
Massachusetts
$8.28M -$1.94M -34,260 -19%
SC
92
Savant Capital
Illinois
$8.05M +$1.76M +31,918 +28%
WMG
93
WESCAP Management Group
California
$7.96M +$1.71M +30,316 +27%
AA
94
ALPS Advisors
Colorado
$7.82M +$39.5K +700 +0.5%
FCBT
95
First Citizens Bank & Trust
North Carolina
$7.76M +$294K +5,210 +4%
RFA
96
RTD Financial Advisors
Pennsylvania
$7.63M -$155K -2,737 -2%
IIC
97
Integrated Investment Consultants
Michigan
$7.37M +$3.89M +68,856 +112%
BWM
98
Baystate Wealth Management
Massachusetts
$7.34M +$6.44M +114,006 +715%
Russell Investments Group
99
Russell Investments Group
United Kingdom
$7.29M – – –
CP
100
Covenant Partners
Tennessee
$7.24M +$677K +11,994 +10%
2 3
4
5 6