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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 %
TI
301
Tidal Investments
Wisconsin
$1.09M +$371K +6,200 +52%
RWA
302
Ropes Wealth Advisors
Massachusetts
$1.08M +$27.8K +472 +3%
EBA
303
Eagle Bay Advisors
New York
$1.07M -$776K -13,162 -42%
VFPI
304
Vantage Financial Partners (Illinois)
Illinois
$1.07M +$179K +3,042 +20%
BWL
305
Bogart Wealth LLC
Virginia
$1.06M – – –
NW
306
NewEdge Wealth
Pennsylvania
$1.04M +$39.4K +668 +4%
BI
307
Berkeley Inc
Idaho
$1.03M +$8.43K +143 +0.8%
OCFG
308
O'Connor Financial Group
Illinois
$1.03M +$37.2K +631 +4%
HIA
309
Harbor Investment Advisory
Maryland
$1.02M – – –
JFG
310
JMG Financial Group
Illinois
$1.02M – – –
FFM
311
Forum Financial Management
Illinois
$1.01M +$584K +9,897 +137%
PFGIA
312
Patriot Financial Group Insurance Agency
Massachusetts
$1M +$7.67K +130 +0.8%
SGA
313
Strategic Global Advisors
California
$1,000K -$160K -2,714 -14%
FFA
314
First Foundation Advisors
California
$994K -$10.3K -174 -1%
Principal Financial Group
315
Principal Financial Group
Iowa
$994K +$36.6K +620 +4%
NA
316
Nottingham Advisors
New York
$991K +$30.1K +510 +3%
KAS
317
Kestra Advisory Services
Texas
$986K +$43.2K +732 +5%
CSIA
318
Charles Schwab Investment Advisory
California
$982K -$54.9K -930 -5%
MA
319
MAS Advisors
Florida
$980K +$40.5K +686 +4%
FWTB
320
First Western Trust Bank
Colorado
$964K -$2.01K -34 -0.2%
CA
321
Clearstead Advisors
Ohio
$962K +$10.6K +180 +1%
AP
322
Adero Partners
California
$961K – – –
WCM
323
Windham Capital Management
Massachusetts
$935K – – –
WPW
324
Waldron Private Wealth
Pennsylvania
$933K – – –
CA
325
Continuum Advisory
Idaho
$928K -$7.25K -123 -0.8%
11 12
13
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