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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 %
William Blair & Company
276
William Blair & Company
Illinois
$1.36M -$15.3K -259 -1%
SFP
277
Sterling Financial Planning
New Jersey
$1.36M +$29K +491 +2%
GWM
278
Geneos Wealth Management
Colorado
$1.34M +$304K +5,155 +29%
GP
279
Girard Partners
Pennsylvania
$1.33M +$63.3K +1,073 +5%
TFF
280
The Family Firm
Maryland
$1.33M +$11.7K +198 +0.9%
IWM
281
IHT Wealth Management
Illinois
$1.33M -$916K -15,523 -41%
FCAM
282
First Citizens Asset Management
North Carolina
$1.32M -$580K -9,834 -30%
CPA
283
Cardiff Park Advisors
California
$1.31M +$1.3K +22 +0.1%
RFC
284
Regions Financial Corp
Alabama
$1.26M +$3.72K +63 +0.3%
FPAS
285
Focus Partners Advisor Solutions
Missouri
$1.25M +$394K +6,677 +46%
IPW
286
Intergy Private Wealth
Colorado
$1.24M -$10.8K -183 -0.9%
EAM
287
Evanson Asset Management
California
$1.23M – – –
R
288
Rebalance
California
$1.22M – – –
FLPIM
289
F.L. Putnam Investment Management
Massachusetts
$1.19M -$1.03M -17,540 -47%
Cerity Partners
290
Cerity Partners
New York
$1.17M +$503K +8,526 +75%
SFA
291
Sequoia Financial Advisors
Ohio
$1.16M -$304K -5,150 -21%
MIAS
292
Mason Investment Advisory Services
Virginia
$1.16M -$43.4K -735 -4%
BCG
293
Breakwater Capital Group
New Jersey
$1.14M +$95.7K +1,623 +9%
DC
294
Davenport & Co
Virginia
$1.13M +$24.4K +413 +2%
MA
295
Mutual Advisors
Nebraska
$1.13M -$14.3K -243 -1%
GT
296
Glenview Trust
Kentucky
$1.13M +$3.48K +59 +0.3%
TIM
297
Tortoise Investment Management
New York
$1.11M – – –
BFEC
298
Benjamin F. Edwards & Company
Missouri
$1.11M -$86.1K -1,460 -7%
TC
299
TAGStone Capital
North Carolina
$1.11M -$4.54K -77 -0.4%
GAM
300
GEM Asset Management
Michigan
$1.1M +$944 +16 +0.1%
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