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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

650 hedge funds and large institutions have $7.53B invested in iShares MSCI EAFE Small-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 209 increasing their positions, 266 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
-17
Holders Change %
-2.55%
% of All Funds
10.36%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.4%
New
42
Increased
209
Reduced
266
Closed
53
Calls
$1.32M
Puts
$954K
Net Calls
+$362K
Net Calls Change
-$222K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$61.8M
2
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$39.8M
3
Natixis Advisors
Natixis Advisors
Massachusetts
+$38.9M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$29.4M
5
Jane Street
Jane Street
New York
+$20.9M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$31.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$22.5M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$18.7M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$15.3M
5
EWA
EP Wealth Advisors
California
-$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
GJIA
451
Glass Jacobson Investment Advisors
Maryland
$294K -$18.5K -327 -6%
JFG
452
JMG Financial Group
Illinois
$291K -$681K -12,063 -70%
TCM
453
Tufton Capital Management
Maryland
$290K -$1.64K -29 -0.6%
CM
454
Columbus Macro
Pennsylvania
$288K -$1.47K -26 -0.5%
CFP
455
Catalyst Financial Partners
Massachusetts
$286K +$286K +5,065 New
MF
456
Meridian Financial
Massachusetts
$286K -$20.1K -356 -7%
SWA
457
Stratos Wealth Advisors
Ohio
$283K +$14.7K +260 +5%
PCIA
458
Prime Capital Investment Advisors
Kansas
$280K +$9.88K +175 +4%
LNC
459
Lincoln National Corp
Pennsylvania
$279K +$65.2K +1,155 +31%
Empower Advisory Group
460
Empower Advisory Group
Colorado
$274K -$272K -4,815 -50%
BFG
461
Berger Financial Group
Minnesota
$271K +$63.5K +1,124 +31%
BFPW
462
BOK Financial Private Wealth
Colorado
$269K – – –
Cerity Partners
463
Cerity Partners
New York
$268K -$854K -15,127 -76%
FG
464
Foster Group
Iowa
$267K -$6.72K -119 -2%
CCA
465
Cobblestone Capital Advisors
New York
$263K – – –
PFS
466
Prospera Financial Services
Texas
$262K +$262K +4,628 New
CA
467
Cumberland Advisors
Florida
$261K -$2.26K -40 -0.9%
Carson Wealth (CWM LLC)
468
Carson Wealth (CWM LLC)
Nebraska
$260K +$68.7K +1,217 +36%
BFA
469
Beaumont Financial Advisors
Massachusetts
$257K -$20.8K -369 -7%
HWM
470
HB Wealth Management
Georgia
$253K +$29.4K +520 +13%
ECM
471
Evergreen Capital Management
Washington
$253K -$12.7K -225 -5%
GAM
472
Gemmer Asset Management
California
$249K +$5.48K +97 +2%
FFN
473
Focus Financial Network
Minnesota
$244K -$13.2K -233 -5%
TSS
474
Two Sigma Securities
New York
$241K -$127K -2,241 -34%
IAS
475
Insigneo Advisory Services
Florida
$239K +$239K +4,240 New
17 18
19
20 21