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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 %
FRA
551
Front Row Advisors
California
$49K – – –
CIAS
552
Capital Investment Advisory Services
North Carolina
$49K -$1.24K -21 -2%
GKIM
553
GW&K Investment Management
Massachusetts
$47K -$45.4K -772 -49%
BTI
554
Blue Trust Inc
Georgia
$47K – – –
SHIM
555
Stone House Investment Management
Pennsylvania
$46K – – –
CCA
556
Column Capital Advisors
Indiana
$45.6K – – –
HCP
557
Hexagon Capital Partners
Arkansas
$45.1K +$44.8K +759 +15,180%
NIC
558
Northwest Investment Counselors
Oregon
$44.2K – – –
PO
559
Private Ocean
California
$42.7K +$30.5K +517 +250%
ACA
560
Aptus Capital Advisors
Alabama
$42.3K -$236 -4 -0.6%
TWM
561
Tradition Wealth Management
Minnesota
$42K -$6.4K -109 -13%
JFA
562
JNBA Financial Advisors
Minnesota
$41.3K – – –
NRC
563
New Republic Capital
North Carolina
$38.6K -$20.2K -343 -34%
SC
564
Stephens Consulting
Michigan
$38K – – –
CSB
565
City State Bank
Iowa
$37K +$16.9K +283 +84%
GWANC
566
Guardian Wealth Advisors (North Carolina)
North Carolina
$36.5K +$767 +13 +2%
CFGS
567
Concourse Financial Group Securities
Alabama
$35.4K -$3.83K -65 -10%
VF
568
VitalStone Financial
Texas
$35K -$84.3K -1,399 -71%
HBW
569
Hazlett, Burt & Watson
West Virginia
$33K +$33K +574 New
CMBA
570
C.M. Bidwell & Associates
Hawaii
$26.6K – – –
VWM
571
Venturi Wealth Management
Texas
$25.8K – – –
2L
572
25 LLC
Missouri
$23.6K – – –
TCM
573
Tradewinds Capital Management
Washington
$23.6K -$1.89K -32 -7%
CT
574
Colonial Trust
South Carolina
$22.9K – – –
ST
575
Smithfield Trust
Pennsylvania
$21K +$8.87K +152 +73%
21 22
23
24 25