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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 %
FWM
176
Fonville Wealth Management
Virginia
$3.41M +$3.41M +55,165 New
WIA
177
World Investment Advisors
California
$3.38M +$3.38M +54,591 New
SS
178
Simplicity Solutions
Minnesota
$3.36M +$174K +2,815 +5%
BFG
179
Bleakley Financial Group
New Jersey
$3.36M +$174K +2,815 +5%
GA
180
Goldstein Advisors
Wisconsin
$3.32M +$98K +1,583 +3%
MFC
181
Morris Financial Concepts
South Carolina
$3.3M +$77.3K +1,248 +2%
CFA
182
Cahill Financial Advisors
Minnesota
$3.29M +$73K +1,180 +2%
BC
183
Bartlett & Co
Ohio
$3.27M -$15.5K -250 -0.5%
BCWM
184
Bartlett & Co Wealth Management
Ohio
$3.27M -$15.5K -250 -0.5%
Mercer Global Advisors
185
Mercer Global Advisors
Colorado
$3.26M -$89.1K -1,439 -3%
AOI
186
Auto-Owners Insurance
Michigan
$3.24M – – –
MAM
187
Meeder Asset Management
Ohio
$3.2M -$39.2K -633 -1%
MMA
188
Miracle Mile Advisors
California
$3.15M -$1.51M -24,415 -32%
EA
189
Efficient Advisors
Ohio
$3.14M -$143K -2,311 -4%
RCAG
190
Rehmann Capital Advisory Group
Michigan
$3.13M +$33.1K +534 +1%
AWE
191
Avidian Wealth Enterprises
Texas
$3.12M -$1.4M -22,594 -31%
NB
192
NBT Bank
New York
$3.08M -$37.8K -611 -1%
MC
193
Martin & Co
Tennessee
$3.08M -$119K -1,916 -4%
PIFP
194
Partners in Financial Planning
Virginia
$3.05M -$80.5K -1,301 -3%
AWM
195
AE Wealth Management
Kansas
$3.02M +$82.1K +1,357 +3%
STA
196
Summit Trail Advisors
New York
$2.98M – – –
VW
197
Vance Wealth
California
$2.9M -$161K -2,604 -5%
DI
198
Disciplined Investments
Oklahoma
$2.88M -$82.5K -1,333 -3%
CAM
199
ClariVest Asset Management
California
$2.86M – – –
HW
200
Hancock Whitney
Mississippi
$2.85M +$100K +1,621 +4%
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