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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 %
BF
351
BOK Financial
Oklahoma
$714K -$183K -3,098 -20%
BSWA
352
Bromfield Sneider Wealth Advisors
Massachusetts
$705K +$4.13K +70 +0.6%
CWA
353
Cornerstone Wealth Advisors
Minnesota
$693K -$52.3K -886 -7%
MA
354
MONECO Advisors
Connecticut
$689K +$289K +4,901 +72%
PAG
355
Private Advisor Group
New Jersey
$689K -$55.4K -939 -7%
JIC
356
Johnson Investment Counsel
Ohio
$681K +$53.1K +901 +8%
MFG
357
Merit Financial Group
Georgia
$679K +$26.8K +455 +4%
CRC
358
Curi RMB Capital
Illinois
$677K -$43.2K -733 -6%
Invesco
359
Invesco
Georgia
$674K -$11.3K -191 -2%
DP
360
Denver PWM
Colorado
$667K -$14.9K -254 -2%
MFG
361
Magnus Financial Group
New York
$667K +$15.5K +263 +2%
RWA
362
River Wealth Advisors
Pennsylvania
$663K -$1.12K -19 -0.2%
PWM
363
PBMares Wealth Management
Virginia
$661K -$179K -3,027 -21%
BCM
364
Becker Capital Management
Oregon
$660K – – –
Deutsche Bank
365
Deutsche Bank
Germany
$658K -$186K -3,148 -22%
ATC
366
Argent Trust Co
Tennessee
$656K -$2.95K -50 -0.4%
IFA
367
Index Fund Advisors
California
$646K +$1.59K +27 +0.2%
MG
368
Mather Group
Illinois
$639K -$8.67K -147 -1%
VIM
369
Vista Investment Management
Pennsylvania
$636K -$43.4K -735 -6%
AFG
370
Allegheny Financial Group
Pennsylvania
$628K -$37.4K -634 -6%
LFA
371
Legacy Financial Advisors
Kentucky
$621K +$94.5K +1,603 +18%
AWA
372
Aletheian Wealth Advisors
Washington
$611K +$97.8K +1,658 +19%
EWA
373
EP Wealth Advisors
California
$610K +$586K +247,084 +2,444%
OCM
374
Objective Capital Management
Ohio
$610K -$32.9K -557 -5%
APWM
375
Argonautica Private Wealth Management
Massachusetts
$589K +$37.1K +629 +7%
13 14
15
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