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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 %
TFCP
101
Twin Focus Capital Partners
Massachusetts
$7.79M -$38.1K -616 -0.5%
PA
102
Pinnacle Associates
New York
$7.51M -$1.44M -23,300 -16%
IFS
103
Ifrah Financial Services
Arkansas
$7.49M +$117K +1,890 +2%
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
$7.48M -$657K -10,621 -8%
BJL
105
Brighton Jones LLC
Washington
$7.44M -$73.6K -1,189 -1%
State Street
106
State Street
Massachusetts
$7.25M +$497K +8,025 +7%
IRC
107
Investors Research Corp
Georgia
$7.16M -$85.9K -1,387 -1%
CST
108
Charles Schwab Trust
Nevada
$7.12M +$653K +10,544 +10%
RWP
109
RWA Wealth Partners
Massachusetts
$7.09M +$5.88M +95,024 +487%
OMC
110
Old Mission Capital
Illinois
$7.05M +$4.85M +78,367 +221%
CFB
111
Cullen/Frost Bankers
Texas
$6.95M +$3.2M +51,635 +85%
US Bancorp
112
US Bancorp
Minnesota
$6.89M +$139K +2,246 +2%
RJFSA
113
Raymond James Financial Services Advisors
Florida
$6.81M +$120K +1,940 +2%
GLA
114
Great Lakes Advisors
Illinois
$6.81M -$278K -4,497 -4%
SS
115
Sound Stewardship
Kansas
$6.74M +$401K +6,484 +6%
RJA
116
Raymond James & Associates
Florida
$6.64M +$2M +32,340 +43%
OFG
117
Omega Financial Group
California
$6.64M +$549K +8,866 +9%
Brown Advisory
118
Brown Advisory
Maryland
$6.45M -$1.3K -21 -0%
PPP
119
Private Portfolio Partners
New Jersey
$6.41M +$11.5K +186 +0.2%
DADC
120
D.A. Davidson & Co
Montana
$6.35M -$26.8K -433 -0.4%
DC
121
Dorval Corp
Minnesota
$6.34M +$6.34M +102,417 New
JPMorgan Chase & Co
122
JPMorgan Chase & Co
New York
$6.29M -$9.37M -151,400 -60%
IWC
123
Integrated Wealth Concepts
Massachusetts
$6.08M -$1.65M -26,735 -21%
QC
124
Quent Capital
New York
$5.84M +$450K +7,277 +8%
BOS
125
Bank of Stockton
California
$5.79M -$170K -2,855 -3%
3 4
5
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