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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 %
CDIA
126
Capital Directions Investment Advisors
Georgia
$5.53M +$5.53M +97,988 New
RW
127
Reframe Wealth
Virginia
$5.53M +$5.53M +97,988 New
AF
128
Advisornet Financial
Minnesota
$5.5M +$366K +6,489 +7%
PWMAG
129
Pinnacle Wealth Management Advisory Group
New Jersey
$5.43M +$798K +14,125 +17%
BOH
130
Bank of Hawaii
Hawaii
$5.39M +$1.7M +30,075 +46%
CFB
131
Cullen/Frost Bankers
Texas
$5.2M +$3.35M +59,276 +181%
P
132
Palladiem
Pennsylvania
$5.18M -$164K -2,912 -3%
BOTW
133
Bank of the West
California
$5.16M +$2.75M +48,688 +114%
AF
134
Allworth Financial
California
$5.14M -$137K -2,434 -3%
OFG
135
Omega Financial Group
California
$5.09M -$171K -2,995 -3%
AWM
136
Avior Wealth Management
Nebraska
$5.02M +$267K +4,739 +6%
CM
137
Cornerstone Management
Georgia
$5M -$306K -5,412 -6%
GT
138
Glenmede Trust
Pennsylvania
$4.95M -$42.8K -758 -0.9%
Bessemer Group
139
Bessemer Group
New Jersey
$4.94M +$230K +4,075 +5%
QC
140
Quent Capital
New York
$4.91M -$203K -3,595 -4%
Mercer Global Advisors
141
Mercer Global Advisors
Colorado
$4.9M -$715K -12,666 -13%
CBT
142
Central Bank & Trust
Kentucky
$4.82M +$1.32M +23,385 +38%
PCWA
143
Pacific Capital Wealth Advisors
California
$4.71M -$337K -5,973 -7%
CCA
144
Clearwater Capital Advisors
Illinois
$4.59M +$2.5M +44,314 +120%
NA
145
NewEdge Advisors
Louisiana
$4.58M +$2.32M +41,661 +103%
MWM
146
Merriman Wealth Management
Washington
$4.57M -$207K -3,659 -4%
DADC
147
D.A. Davidson & Co
Montana
$4.46M -$537K -9,504 -11%
SWM
148
Southern Wealth Management
Texas
$4.34M -$716K -12,676 -14%
MCA
149
MSH Capital Advisors
Arizona
$4.34M -$317K -5,604 -7%
EDRIA
150
Edmonds Duncan Registered Investment Advisors
Kansas
$4.28M -$287K -5,084 -6%
4 5
6
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