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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

679 hedge funds and large institutions have $8.14B invested in iShares MSCI EAFE Small-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 214 increasing their positions, 271 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
-4
Holders Change %
-0.59%
% of All Funds
10.87%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.48%
New
64
Increased
214
Reduced
271
Closed
52
Calls
$2.83M
Puts
$3.01M
Net Calls
-$184K
Net Calls Change
+$74M

Top Buyers

1
Jane Street
Jane Street
New York
$54.6M
2
Goldman Sachs
Goldman Sachs
New York
$221M
3
AIA
Angeles Investment Advisors
California
$30.8M
4
Natixis Advisors
Natixis Advisors
Massachusetts
$260M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$37.8M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$0
2
KM
Kabouter Management
Illinois
$57M
3
TF
TIAA FSB
Florida
$467M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$355M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
476
Capital Advisors Ltd
Ohio
$273K – – –
AG
477
Ascent Group
Virginia
$270K -$27.2K -457 -9%
IBOK
478
Independence Bank of Kentucky
Kentucky
$266K – – –
ECM
479
Evergreen Capital Management
Washington
$266K +$266K +4,465 New
FFN
480
Focus Financial Network
Minnesota
$265K +$5.95K +100 +2%
GA
481
Greenspring Advisors
Maryland
$258K – – –
SSW
482
Stone Summit Wealth
Florida
$252K -$178K -2,986 -41%
SWA
483
Stratos Wealth Advisors
Ohio
$248K +$33.6K +565 +16%
GAM
484
Gemmer Asset Management
California
$244K +$2.5K +42 +1%
CIA
485
Compass Ion Advisors
Pennsylvania
$244K -$23K -387 -9%
FWM
486
Fingerlakes Wealth Management
New York
$242K – – –
VCM
487
Vivaldi Capital Management
Illinois
$241K – – –
LL
488
LPWM LLC
Minnesota
$240K +$20.7K +347 +9%
HF
489
HRT Financial
New York
$237K +$237K +3,989 New
MNBTD
490
Moody National Bank Trust Division
Texas
$233K – – –
HWM
491
HB Wealth Management
Georgia
$232K – – –
VAS
492
Vestmark Advisory Solutions
Massachusetts
$231K +$231K +3,885 New
AWA
493
Arete Wealth Advisors
Illinois
$229K -$124K -2,083 -35%
KFI
494
Key Financial Inc
Pennsylvania
$228K +$44K +740 +24%
FAIM
495
Financial Advocates Investment Management
Washington
$227K +$7.98K +146 +4%
BRWA
496
B. Riley Wealth Advisors
Florida
$226K +$3.33K +56 +1%
GHA
497
Granite Harbor Advisors
Texas
$225K -$1.79K -30 -0.8%
WF
498
Welch & Forbes
Massachusetts
$224K +$224K +3,764 New
GFS
499
GYL Financial Synergies
Connecticut
$218K – – –
TFM
500
TFC Financial Management
Massachusetts
$215K +$187K +3,150 +670%
18 19
20
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