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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
+$61.8M
2
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$39.8M
3
Natixis Advisors
Natixis Advisors
Massachusetts
+$38.9M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$29.4M
5
Jane Street
Jane Street
New York
+$20.9M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$31.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$22.5M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$18.7M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$15.3M
5
EWA
EP Wealth Advisors
California
-$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCG
251
Prosperity Consulting Group
Maryland
$1.64M -$62.5K -1,107 -4%
WFAG
252
Wescott Financial Advisory Group
Pennsylvania
$1.63M +$59.6K +1,056 +4%
EWM
253
Endowment Wealth Management
Wisconsin
$1.61M +$179K +3,165 +12%
LF
254
Lee Financial
Texas
$1.6M -$13K -230 -0.8%
PWMG
255
Pioneer Wealth Management Group
Texas
$1.59M +$56.6K +1,003 +4%
ML
256
McAdam LLC
Pennsylvania
$1.56M -$23.9K -423 -2%
FLPIM
257
F.L. Putnam Investment Management
Massachusetts
$1.56M +$422K +7,472 +37%
PAS
258
Park Avenue Securities
New York
$1.56M +$145K +2,561 +10%
WPWM
259
Windward Private Wealth Management
Kansas
$1.55M -$30.8K -545 -2%
CAL
260
Capital Analysts LLC
Pennsylvania
$1.5M +$151K +2,675 +11%
HPM
261
Hudson Portfolio Management
New York
$1.5M -$58.2K -1,030 -4%
WANY
262
Wealthspire Advisors (New York)
New York
$1.48M – – –
SPIA
263
Steward Partners Investment Advisory
New York
$1.48M -$73.3K -1,298 -5%
WCM
264
Wealthcare Capital Management
Virginia
$1.46M +$30.5K +540 +2%
JPMPWA
265
J.P. Morgan Private Wealth Advisors
California
$1.46M +$55.4K +981 +4%
RA
266
Rockingstone Advisors
Massachusetts
$1.44M +$48.3K +855 +3%
FPAS
267
Focus Partners Advisor Solutions
Missouri
$1.43M +$237K +4,198 +20%
William Blair & Company
268
William Blair & Company
Illinois
$1.42M +$118K +2,098 +9%
Rockefeller Capital Management
269
Rockefeller Capital Management
New York
$1.41M -$1.47M -26,011 -51%
PWA
270
Physician Wealth Advisors
Utah
$1.4M -$939 -17 -0.1%
TFF
271
The Family Firm
Maryland
$1.38M +$102K +1,801 +8%
EWM
272
Empirical Wealth Management
Washington
$1.37M -$3.22K -57 -0.2%
GPWA
273
Great Point Wealth Advisors
Massachusetts
$1.36M – – –
DE
274
Day & Ennis
Georgia
$1.35M -$44.4K -786 -3%
JJBC
275
James J. Burns & Company
New York
$1.35M -$82.7K -1,466 -6%
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