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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
+$268M
2
Natixis Advisors
Natixis Advisors
Massachusetts
+$45.2M
3
CCWM
Cassaday & Co Wealth Management
Virginia
+$44.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$42M
5
Jane Street
Jane Street
New York
+$31.3M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$940M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$40.6M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$34.9M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$32.8M
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
-$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
201
Regal Investment Advisors
Michigan
$2.84M +$62.8K +1,014 +2%
TCM
202
Telos Capital Management
California
$2.82M -$50.3K -813 -2%
PA
203
Probity Advisors
Texas
$2.78M -$93.6K -1,512 -3%
PCA
204
Pallas Capital Advisors
Massachusetts
$2.75M +$2.75M +44,348 New
PFBT
205
Parkside Financial Bank & Trust
Missouri
$2.74M +$263K +4,249 +11%
NHC
206
Nicholas Hoffman & Company
Georgia
$2.71M -$1.27M -20,589 -32%
NAMNJ
207
NorthStar Asset Management (New Jersey)
New Jersey
$2.7M +$2.7M +43,629 New
CFC
208
Coyle Financial Counsel
Illinois
$2.67M +$84K +1,357 +3%
NFP
209
Narus Financial Partners
Utah
$2.64M +$53.7K +867 +2%
SQA
210
Simon Quick Advisors
New Jersey
$2.6M -$1.67K -27 -0.1%
BW
211
BIP Wealth
Georgia
$2.59M +$67.8K +1,095 +3%
APG
212
Abacus Planning Group
South Carolina
$2.53M -$980K -15,834 -28%
AFAS
213
Acorn Financial Advisory Services
Virginia
$2.52M -$1.06M -17,413 -30%
CFG
214
Citizens Financial Group
Rhode Island
$2.49M +$256K +4,129 +11%
PP
215
PrairieView Partners
Minnesota
$2.47M -$172K -2,779 -7%
Acadian Asset Management
216
Acadian Asset Management
Massachusetts
$2.47M -$2.5M -40,482 -50%
EPM
217
Elm Partners Management
Pennsylvania
$2.46M -$1.35M -21,762 -35%
RWPA
218
Richard W. Paul & Associates
Michigan
$2.45M +$99.5K +1,607 +4%
CF
219
Corrigan Financial
Rhode Island
$2.42M +$14.1K +228 +0.6%
MHS
220
M Holdings Securities
Oregon
$2.41M -$728K -11,759 -23%
FA
221
FDx Advisors
Illinois
$2.4M +$48.7K +787 +2%
FWMM
222
Foundation Wealth Management (Missouri)
Missouri
$2.39M -$276K -4,457 -10%
PCM
223
Pointe Capital Management
Michigan
$2.39M +$2.16M +34,907 +951%
AF
224
Allworth Financial
California
$2.33M -$350K -5,662 -13%
PWM
225
Perigon Wealth Management
California
$2.31M +$283K +4,569 +14%
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