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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.89B 33,417,044 +4,887,938 +17%
TF
2
TIAA FSB
Florida
$499M 8,828,145 -335,699 -4%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$377M 6,681,210 -1,234,660 -16%
AWA
4
Arete Wealth Advisors
Illinois
$335M 5,924 +5,924 New
Creative Planning
5
Creative Planning
Kansas
$302M 5,354,800 +347,744 +7%
State of New Jersey Common Pension Fund D
6
State of New Jersey Common Pension Fund D
New Jersey
$297M 5,265,236 – –
Morgan Stanley
7
Morgan Stanley
New York
$269M 4,762,951 +1,898,342 +66%
MMI
8
Matson Money Inc
Ohio
$221M 3,920,420 +105,432 +3%
Natixis Advisors
9
Natixis Advisors
Massachusetts
$220M 3,891,184 +1,673,833 +75%
Goldman Sachs
10
Goldman Sachs
New York
$177M 3,140,714 +1,356,164 +76%
BlackRock
11
BlackRock
New York
$159M 2,820,044 -2,306,923 -45%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$155M 2,736,637 +342,763 +14%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$149M 2,639,383 -133,724 -5%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$134M 2,368,545 -74,193 -3%
Bank of America
15
Bank of America
North Carolina
$130M 2,300,695 +134,037 +6%
VOYA Investment Management
16
VOYA Investment Management
Georgia
$127M 2,249,098 -2,960 -0.1%
KM
17
Kabouter Management
Illinois
$124M 2,175,036 +750,294 +53%
FMWA
18
Forvis Mazars Wealth Advisors
Missouri
$89.7M 1,588,535 -34,155 -2%
WTB
19
Washington Trust Bank
Washington
$85.2M 1,507,724 +648,711 +76%
MWM
20
Modera Wealth Management
New Jersey
$76.3M 1,350,821 +167,339 +14%
UBS Group
21
UBS Group
Switzerland
$72.6M 1,285,390 -255,989 -17%
Northern Trust
22
Northern Trust
Illinois
$68.8M 1,218,023 -170,633 -12%
MCCA
23
Mill Creek Capital Advisors
Pennsylvania
$50.1M 886,363 +886,363 New
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$47.8M 845,439 +74,138 +10%
BP
25
Ballentine Partners
Massachusetts
$41.7M 738,164 -51,534 -7%
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