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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 %
CA
476
CoreCap Advisors
Michigan
$258K +$258K +4,370 New
CAL
477
Capital Advisors Ltd
Ohio
$255K -$15.8K -267 -6%
AG
478
Ascent Group
Virginia
$254K -$16.7K -279 -6%
GAM
479
Gemmer Asset Management
California
$254K +$12.2K +207 +5%
SSW
480
Stone Summit Wealth
Florida
$252K +$2.48K +42 +1%
AWA
481
Arete Wealth Advisors
Illinois
$248K +$21.7K +368 +10%
FRA
482
Frank Rimerman Advisors
California
$247K +$247K +4,184 New
VCM
483
Vivaldi Capital Management
Illinois
$242K +$3.24K +55 +1%
CIA
484
Compass Ion Advisors
Pennsylvania
$237K -$4.42K -75 -2%
BPA
485
Beacon Pointe Advisors
California
$237K -$142K -2,409 -37%
LL
486
LPWM LLC
Minnesota
$236K -$1.54K -26 -0.6%
HWM
487
HB Wealth Management
Georgia
$234K +$4.19K +71 +2%
FWM
488
Fingerlakes Wealth Management
New York
$232K -$7.73K -131 -3%
VAS
489
Vestmark Advisory Solutions
Massachusetts
$230K +$590 +10 +0.3%
KFI
490
Key Financial Inc
Pennsylvania
$226K – – –
WF
491
Welch & Forbes
Massachusetts
$225K +$2.6K +44 +1%
LNC
492
Lincoln National Corp
Pennsylvania
$223K -$73.9K -1,252 -25%
NWA
493
New World Advisors
Massachusetts
$222K +$222K +3,763 New
BFG
494
Berger Financial Group
Minnesota
$216K +$216K +3,667 New
LW
495
Linscomb Wealth
Texas
$216K +$3.3K +56 +2%
AWMNH
496
Arcadia Wealth Management (New Hampshire)
New Hampshire
$216K -$460K -7,797 -68%
GFS
497
GYL Financial Synergies
Connecticut
$216K – – –
GHA
498
Granite Harbor Advisors
Texas
$216K -$7.31K -124 -3%
Fisher Asset Management
499
Fisher Asset Management
Washington
$213K +$213K +3,614 New
BFO
500
Boston Family Office
Massachusetts
$212K – – –
18 19
20
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