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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 %
GJIA
451
Glass Jacobson Investment Advisors
Maryland
$327K +$327K +5,541 New
WPW
452
Watershed Private Wealth
Illinois
$325K +$325K +5,514 New
VNA
453
Valley National Advisers
Pennsylvania
$325K +$8.57K +145 +3%
CFO
454
Collective Family Office
Pennsylvania
$323K -$39.3K -667 -11%
MF
455
Meridian Financial
Massachusetts
$320K +$649 +11 +0.2%
LSPW
456
Lake Street Private Wealth
Illinois
$319K +$28.7K +486 +10%
AWM
457
AllSquare Wealth Management
New York
$317K – – –
CM
458
Columbus Macro
Pennsylvania
$315K -$16.5K -269 -5%
DCM
459
Dupont Capital Management
Delaware
$314K -$1.04M -17,679 -77%
WI
460
Wintrust Investments
Illinois
$309K -$3.83K -65 -1%
TCM
461
Tufton Capital Management
Maryland
$305K – – –
PFM
462
Peak Financial Management
Massachusetts
$294K +$6.13K +104 +2%
HSA
463
HBK Sorce Advisory
Pennsylvania
$293K +$14.4K +245 +5%
SIC
464
Samalin Investment Counsel
New York
$291K +$12.4K +211 +4%
BFA
465
Beaumont Financial Advisors
Massachusetts
$291K +$291K +4,928 New
FG
466
Foster Group
Iowa
$286K -$22.2K -377 -7%
CTC
467
Central Trust Company
Missouri
$285K +$285K +4,830 New
PCIA
468
Prime Capital Investment Advisors
Kansas
$282K +$83.2K +1,410 +42%
BFPW
469
BOK Financial Private Wealth
Colorado
$281K – – –
SWA
470
Stratos Wealth Advisors
Ohio
$281K +$34.9K +591 +14%
ECM
471
Evergreen Capital Management
Washington
$277K +$13.7K +232 +5%
CA
472
Cumberland Advisors
Florida
$275K – – –
CCA
473
Cobblestone Capital Advisors
New York
$274K – – –
FFN
474
Focus Financial Network
Minnesota
$268K +$5.37K +91 +2%
IBOK
475
Independence Bank of Kentucky
Kentucky
$264K – – –
17 18
19
20 21