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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.

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
1
Morgan Stanley
New York
$566M
2
Natixis Advisors
2
Natixis Advisors
Massachusetts
$400M
3
CCWM
3
Cassaday & Co Wealth Management
Virginia
$56.3M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$276M
5
Jane Street
5
Jane Street
New York
$66.8M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.19B
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$0
3
State of Tennessee, Department of Treasury
3
State of Tennessee, Department of Treasury
Tennessee
$40.6M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$284M
5
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$77.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.19B 19,175,618 -15,188,090 -44%
Morgan Stanley
2
Morgan Stanley
New York
$566M 9,147,422 +4,336,364 +90%
Natixis Advisors
3
Natixis Advisors
Massachusetts
$400M 6,469,125 +730,751 +13%
State of New Jersey Common Pension Fund D
4
State of New Jersey Common Pension Fund D
New Jersey
$326M 5,265,236 – –
Creative Planning
5
Creative Planning
Kansas
$320M 5,169,029 -51,874 -1%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$284M 4,593,948 -530,551 -10%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$276M 4,459,415 +678,904 +18%
TIAA Trust, National Association
8
TIAA Trust, National Association
North Carolina
$260M 4,192,336 +41,033 +1%
MMI
9
Matson Money Inc
Ohio
$256M 4,130,987 -25,336 -0.6%
Goldman Sachs
10
Goldman Sachs
New York
$241M 3,888,833 -2,313 -0.1%
BlackRock
11
BlackRock
New York
$178M 2,871,443 -49,716 -2%
Bank of America
12
Bank of America
North Carolina
$124M 2,009,064 +73,826 +4%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$123M 1,985,675 -85,105 -4%
MWM
14
Modera Wealth Management
New Jersey
$118M 1,900,922 +30,279 +2%
WTB
15
Washington Trust Bank
Washington
$94.1M 1,520,200 -24,690 -2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$89.4M 1,443,639 -21,514 -1%
Northern Trust
17
Northern Trust
Illinois
$80.1M 1,294,540 -5,172 -0.4%
FMWA
18
Forvis Mazars Wealth Advisors
Missouri
$77.1M 1,245,429 -276,423 -18%
MCCA
19
Mill Creek Capital Advisors
Pennsylvania
$74.6M 1,205,712 +56,496 +5%
Jane Street
20
Jane Street
New York
$66.8M 1,078,438 +506,148 +88%
UBS Group
21
UBS Group
Switzerland
$65.8M 1,062,554 -20,955 -2%
HighTower Advisors
22
HighTower Advisors
Illinois
$57.6M 930,269 +166,711 +22%
CCWM
23
Cassaday & Co Wealth Management
Virginia
$56.3M 909,805 +721,741 +384%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$53.8M 867,707 +156,994 +22%
LSAG
25
Lake Street Advisors Group
New Hampshire
$48.5M 782,958 -87,970 -10%
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