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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 %
LI
151
Latigo Investments
Florida
$4.58M – – –
UB
152
UMB Bank
Missouri
$4.49M -$411K -6,637 -8%
HAC
153
Harbor Advisory Corp
New Hampshire
$4.46M -$308K -4,983 -6%
MNBTD
154
Moody National Bank Trust Division
Texas
$4.39M +$4.39M +70,885 New
MWM
155
Merriman Wealth Management
Washington
$4.38M -$18.8K -303 -0.4%
CA
156
Cambridge Associates
Massachusetts
$4.36M +$4.36M +70,421 New
FDP
157
Financiere des Professionnels
Quebec, Canada
$4.3M -$1.42M -23,000 -25%
AWM
158
Avior Wealth Management
Nebraska
$4.1M -$1.49M -24,098 -27%
FWA
159
FSM Wealth Advisors
Ohio
$4.08M +$935K +15,109 +30%
FC
160
FCA Corp
Texas
$4.07M +$46.9K +758 +1%
EWA
161
Encompass Wealth Advisors
Oregon
$4.01M +$244K +3,937 +6%
SPP
162
Single Point Partners
Massachusetts
$3.99M +$126K +2,029 +3%
SYBT
163
Stock Yards Bank & Trust
Kentucky
$3.96M -$108K -1,749 -3%
KP
164
Keel Point
Alabama
$3.94M +$273K +4,411 +7%
LL
165
LWMG LLC
Minnesota
$3.93M +$432K +6,975 +12%
MCI
166
MRP Capital Investments
Georgia
$3.83M +$3.83M +35,411 New
MPCL
167
My Personal CFO LLC
Washington
$3.8M +$45.5K +735 +1%
BMCM
168
Bryn Mawr Capital Management
Pennsylvania
$3.73M +$393K +6,343 +12%
TWP
169
Total Wealth Planning
Ohio
$3.72M -$180K -2,908 -5%
AIM
170
Acropolis Investment Management
Missouri
$3.69M +$557 +9 +0%
IA
171
IFG Advisors
Missouri
$3.6M +$53K +856 +1%
AL
172
Aspiriant LLC
California
$3.58M -$13.7K -221 -0.4%
KPWS
173
Kestra Private Wealth Services
Texas
$3.56M +$129K +2,085 +4%
WWWM
174
White Wing Wealth Management
Texas
$3.5M +$3.5M +57,194 New
LC
175
LTG Capital
Massachusetts
$3.48M -$1.18K -19 -0%
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