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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

667 hedge funds and large institutions have $7.74B invested in iShares MSCI EAFE Small-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 245 increasing their positions, 255 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
667
Holders Change
-12
Holders Change %
-1.77%
% of All Funds
10.52%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.39%
New
48
Increased
245
Reduced
255
Closed
55
Calls
$2.71M
Puts
$2.13M
Net Calls
+$584K
Net Calls Change
+$768K

Top Buyers

1
Natixis Advisors
Natixis Advisors
Massachusetts
+$40M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$28.5M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$16.9M
4
KM
Kabouter Management
Illinois
+$15.5M
5
CCM
Coldstream Capital Management
Washington
+$9.24M

Top Sellers

1
TF
TIAA FSB
Florida
-$212M
2
Jane Street
Jane Street
New York
-$42.2M
3
AIA
Angeles Investment Advisors
California
-$30.8M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$30.2M
5
TAIM
TD Ameritrade Investment Management
Nebraska
-$29.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
251
Sigma Planning Corp
Michigan
$1.64M +$50.4K +855 +3%
WFAG
252
Wescott Financial Advisory Group
Pennsylvania
$1.64M -$65.6K -1,113 -4%
HPM
253
Hudson Portfolio Management
New York
$1.62M -$276K -4,675 -15%
SPIA
254
Steward Partners Investment Advisory
New York
$1.62M -$71.8K -1,217 -4%
PWMG
255
Pioneer Wealth Management Group
Texas
$1.6M +$32.9K +557 +2%
WANY
256
Wealthspire Advisors (New York)
New York
$1.55M +$23.2K +393 +2%
CA
257
Crewe Advisors
Utah
$1.52M +$20.1K +341 +1%
EWM
258
Endowment Wealth Management
Wisconsin
$1.5M +$46.8K +793 +3%
JJBC
259
James J. Burns & Company
New York
$1.5M -$595K -10,088 -28%
PWA
260
Physician Wealth Advisors
Utah
$1.5M -$7.79K -132 -0.5%
WCM
261
Wealthcare Capital Management
Virginia
$1.5M +$164K +2,779 +12%
AWS
262
Atria Wealth Solutions
New York
$1.49M -$1.24M -21,064 -45%
SFS
263
Sowell Financial Services
Arkansas
$1.49M +$382K +6,473 +35%
PAS
264
Park Avenue Securities
New York
$1.48M +$225K +3,815 +18%
DAS
265
Dynamic Advisor Solutions
Arizona
$1.48M +$1.48M +25,017 New
JPMPWA
266
J.P. Morgan Private Wealth Advisors
California
$1.47M -$479K -8,127 -25%
DE
267
Day & Ennis
Georgia
$1.46M -$55.5K -941 -4%
RA
268
Rockingstone Advisors
Massachusetts
$1.45M -$3.54K -60 -0.2%
EWM
269
Empirical Wealth Management
Washington
$1.43M -$39.6K -672 -3%
GPWA
270
Great Point Wealth Advisors
Massachusetts
$1.42M – – –
Qube Research & Technologies (QRT)
271
Qube Research & Technologies (QRT)
United Kingdom
$1.42M -$238K -3,526 -14%
CAL
272
Capital Analysts LLC
Pennsylvania
$1.41M -$16.9K -287 -1%
RWP
273
RWA Wealth Partners
Massachusetts
$1.4M -$88.5K -1,500 -6%
DWT
274
Dorsey & Whitney Trust
South Dakota
$1.37M +$1.08M +18,292 +366%
PP
275
Prudential plc
United Kingdom
$1.37M +$1.1M +18,627 +405%
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