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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 %
AllianceBernstein
176
AllianceBernstein
Tennessee
$3.29M -$17.7M -313,408 -84%
CS
177
Credit Suisse
Switzerland
$3.28M +$2.78M +45,162 +559%
IA
178
IFG Advisors
Missouri
$3.26M +$990K +17,534 +44%
EWA
179
Encompass Wealth Advisors
Oregon
$3.18M -$19.1K -338 -0.6%
GPA
180
Guidance Point Advisors
Massachusetts
$3.16M -$673K -11,922 -18%
NB
181
NBT Bank
New York
$3.15M -$455K -8,051 -13%
Brown Advisory
182
Brown Advisory
Maryland
$3.14M -$87.8K -1,554 -3%
Rockefeller Capital Management
183
Rockefeller Capital Management
New York
$3.12M -$2.05M -36,258 -40%
RCAG
184
Rehmann Capital Advisory Group
Michigan
$3.11M -$200K -3,542 -6%
MFC
185
Morris Financial Concepts
South Carolina
$3.1M -$126K -2,239 -4%
MPCL
186
My Personal CFO LLC
Washington
$3.09M +$735 +8 +0%
MC
187
Martin & Co
Tennessee
$3.07M +$85.8K +1,520 +3%
BCWM
188
Bartlett & Co Wealth Management
Ohio
$3.07M -$110K -1,948 -3%
BC
189
Bartlett & Co
Ohio
$3.07M -$110K -1,948 -3%
BF
190
Brooklyn FI
New York
$3.06M -$4.89M -16,813 -62%
Victory Capital Management
191
Victory Capital Management
Texas
$3.03M -$2.38M -42,093 -44%
LC
192
LTG Capital
Massachusetts
$3.02M +$2.57M +45,520 +573%
AOI
193
Auto-Owners Insurance
Michigan
$2.95M +$2.95M +52,300 New
ES
194
Eagle Strategies
New York
$2.95M -$925K -16,375 -24%
CAM
195
ClariVest Asset Management
California
$2.94M -$3M -53,039 -50%
CFA
196
Cahill Financial Advisors
Minnesota
$2.9M +$76K +1,346 +3%
CRC
197
Curi RMB Capital
Illinois
$2.89M +$2.58M +45,649 +830%
PIFP
198
Partners in Financial Planning
Virginia
$2.88M +$77.1K +1,357 +3%
BFG
199
Bleakley Financial Group
New Jersey
$2.87M +$2.87M +50,891 New
GA
200
Goldstein Advisors
Wisconsin
$2.86M +$2.86M +50,634 New
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