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

Top Sellers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$0
2
KM
2
Kabouter Management
Illinois
$57M
3
TF
3
TIAA FSB
Florida
$467M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$355M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
526
Focused Wealth Management
New York
$144K – – –
VF
527
VitalStone Financial
Texas
$143K +$71K +983 +99%
AAP
528
Arax Advisory Partners
Colorado
$142K – – –
CIR
529
Clear Investment Research
Georgia
$137K – – –
EDRH
530
Edmond de Rothschild Holding
Switzerland
$137K – – –
SIC
531
SJS Investment Consulting
Ohio
$130K – – –
AAS
532
Ameritas Advisory Services
Nebraska
$130K +$130K +2,163 New
PFM
533
Phillips Financial Management
Indiana
$127K – – –
SMA
534
Sage Mountain Advisors
Georgia
$126K -$30.2K -508 -19%
JFG
535
JDM Financial Group
Texas
$123K -$48.5K -815 -28%
FCAG
536
First Capital Advisors Group
New Jersey
$122K -$5K -84 -4%
AC
537
AlphaCore Capital
California
$121K +$112K +1,874 +1,164%
CFD
538
Creative Financial Designs
Indiana
$117K -$66.4K -1,116 -36%
TF
539
Tompkins Financial
New York
$114K -$179 -3 -0.2%
HB
540
Horizon Bancorp
Indiana
$108K -$11.7K -196 -10%
GWS
541
Glassman Wealth Services
Virginia
$106K -$5.24K -88 -5%
FFA
542
Farther Finance Advisors
California
$106K +$106K +1,777 New
HI
543
Harbour Investments
Wisconsin
$104K -$1.37K -23 -1%
SSB
544
Sandy Spring Bank
Maryland
$99.5K +$3.69K +62 +4%
TC
545
Trust Company
Kansas
$98.8K – – –
GKIM
546
GW&K Investment Management
Massachusetts
$94K +$55.6K +930 +145%
MCA
547
Maryland Capital Advisors
Maryland
$89.1K – – –
HWP
548
Highline Wealth Partners
California
$86.7K – – –
GBT
549
Grove Bank & Trust
Florida
$80.3K +$20.5K +345 +34%
PTC
550
Private Trust Company
Ohio
$79.5K -$17.9K -300 -18%
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