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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

650 hedge funds and large institutions have $7.53B invested in iShares MSCI EAFE Small-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 209 increasing their positions, 266 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
-17
Holders Change %
-2.55%
% of All Funds
10.36%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.4%
New
42
Increased
209
Reduced
266
Closed
53
Calls
$1.32M
Puts
$954K
Net Calls
+$362K
Net Calls Change
-$222K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$213M
2
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$68.9M
3
Natixis Advisors
Natixis Advisors
Massachusetts
$324M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$1.94B
5
Jane Street
Jane Street
New York
$32.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$31.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$82.7M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$289M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$14.2M
5
EWA
EP Wealth Advisors
California
$506K
Name Holding Trade Value Shares
Change 		Shares
Change %
DL
226
DOHJ LLC
Washington
$2.08M -$216K -3,894 -9%
BPA
227
Beacon Pointe Advisors
California
$2.06M +$1.84M +32,500 +808%
CFG
228
Citizens Financial Group
Rhode Island
$2.04M -$190K -3,359 -8%
FCI
229
Financial Counselors Inc
Kansas
$2.03M -$121K -2,134 -6%
OMC
230
Old Mission Capital
Illinois
$2M +$2M +35,460 New
ES
231
Eagle Strategies
New York
$1.95M -$26.6K -471 -1%
VT
232
Vise Technologies
New York
$1.93M -$293K -5,190 -13%
DAS
233
Dynamic Advisor Solutions
Arizona
$1.87M +$461K +8,165 +33%
DSA
234
Droms Strauss Advisors
Missouri
$1.87M +$7.51K +133 +0.4%
NAS
235
Nicolet Advisory Services
Wisconsin
$1.86M -$33.7K -622 -2%
BHWA
236
Beacon Harbor Wealth Advisors
Virginia
$1.86M -$38.9K -689 -2%
PWM
237
Perigon Wealth Management
California
$1.85M +$10.2K +181 +0.6%
CAM
238
Cresset Asset Management
Illinois
$1.84M -$9.6K -170 -0.5%
ASN
239
Advisory Services Network
Georgia
$1.8M +$67.4K +1,194 +4%
EWM
240
Elmwood Wealth Management
California
$1.8M +$1.41K +25 +0.1%
CI Investments Inc
241
CI Investments Inc
Ontario, Canada
$1.77M -$65.7K -1,163 -4%
PP
242
Prosperity Planning
Missouri
$1.77M -$13.7K -243 -0.8%
RWM
243
Reston Wealth Management
Virginia
$1.75M +$1.75M +31,050 New
ACA
244
Atlas Capital Advisors
Wyoming
$1.75M +$6.49K +115 +0.4%
NFW
245
Noble Family Wealth
Florida
$1.75M +$66.5K +1,178 +4%
Janney Montgomery Scott
246
Janney Montgomery Scott
Pennsylvania
$1.73M -$553K -9,785 -24%
GRP
247
Global Retirement Partners
California
$1.71M +$12.4K +229 +0.7%
AA
248
Aire Advisors
California
$1.71M -$52.6K -931 -3%
PPC
249
Park Place Capital
Alabama
$1.69M -$41.4K -733 -2%
CA
250
Crewe Advisors
Utah
$1.65M +$193K +3,421 +13%
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