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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 %
SWA
326
Sax Wealth Advisors
New Jersey
$923K -$5.31K -90 -0.6%
SFM
327
Signet Financial Management
New Jersey
$920K -$55.1K -935 -6%
RC
328
RBF Capital
California
$885K – – –
CWM
329
Cahill Wealth Management
Michigan
$882K -$7.73K -131 -0.9%
BMCM
330
Bryn Mawr Capital Management
Pennsylvania
$875K +$875K +14,833 New
ICP
331
Interchange Capital Partners
Pennsylvania
$871K -$9.08K -154 -1%
AIA
332
Alera Investment Advisors
Illinois
$870K -$24.7K -418 -3%
BFO
333
Biltmore Family Office
North Carolina
$851K +$200K +3,389 +31%
TFA
334
Tobias Financial Advisors
Florida
$836K -$4.78K -81 -0.6%
SB
335
Strategic Blueprint
Georgia
$819K +$7.49K +127 +0.9%
BB
336
Busey Bank
Illinois
$815K +$8.79K +149 +1%
GL
337
Graypoint LLC
New York
$809K -$36.3K -615 -4%
WCWM
338
Wooster Corthell Wealth Management
Connecticut
$792K +$3.01K +51 +0.4%
Citigroup
339
Citigroup
New York
$776K -$173K -2,926 -18%
TI
340
Truepoint Inc
Ohio
$774K -$708 -12 -0.1%
ADL
341
Asset Dedication LLC
California
$773K +$2.7K +46 +0.4%
FSWA
342
Financial Synergies Wealth Advisors
Texas
$755K -$64.2K -1,088 -8%
OC
343
Oppenheimer & Co
New York
$754K +$16.6K +282 +2%
GA
344
GFS Advisors
Texas
$739K -$39.5K -669 -5%
UCFA
345
United Capital Financial Advisors
Texas
$734K -$118K -2,001 -14%
WCFA
346
Walkner Condon Financial Advisors
Wisconsin
$733K -$134K -2,271 -15%
MAM
347
McLean Asset Management
Virginia
$732K +$21.1K +358 +3%
BG
348
Benedetti & Gucer
Georgia
$724K +$68K +1,153 +10%
WP
349
Westmount Partners
California
$718K +$10.2K +173 +1%
UL
350
Unionview LLC
Washington
$716K +$19.6K +333 +3%
12 13
14
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