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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
$213M
2
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$68.9M
3
Natixis Advisors
Natixis Advisors
Massachusetts
$324M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$1.94B
5
Jane Street
Jane Street
New York
$32.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$31.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$82.7M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$289M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$14.2M
5
EWA
EP Wealth Advisors
California
$506K
Name Holding Trade Value Shares
Change 		Shares
Change %
CSB
551
City State Bank
Iowa
$35K – – –
CSPAM
552
Cary Street Partners Asset Management
Virginia
$33.1K +$33.1K +16,499 New
HCP
553
Hexagon Capital Partners
Arkansas
$31.6K -$11.5K -204 -27%
HBW
554
Hazlett, Burt & Watson
West Virginia
$30K -$1.6K -29 -5%
CMBA
555
C.M. Bidwell & Associates
Hawaii
$25.5K – – –
VWM
556
Venturi Wealth Management
Texas
$24.7K – – –
CIA
557
Choate Investment Advisors
Massachusetts
$24.2K -$130K -2,300 -84%
TCM
558
Tradewinds Capital Management
Washington
$22.6K – – –
CT
559
Colonial Trust
South Carolina
$21.9K – – –
VF
560
VitalStone Financial
Texas
$21K -$11K -200 -34%
FWA
561
FSC Wealth Advisors
New York
$21K +$1.36K +24 +7%
DJSG
562
D.J. St. Germain
Massachusetts
$20.1K – – –
ST
563
Smithfield Trust
Pennsylvania
$20K +$55 +1 +0.3%
BL
564
Balentine LLC
Georgia
$18.9K +$508 +9 +3%
CWM
565
Cranbrook Wealth Management
Michigan
$18.5K – – –
RDFA
566
Ritter Daniher Financial Advisory
Ohio
$17.7K +$17.7K +314 New
BWP
567
Baldwin Wealth Partners
Massachusetts
$17.4K – – –
TFGT
568
TS Financial Group (TSFG)
Illinois
$16K – – –
CMP
569
Coston McIsaac & Partners
Maine
$16K – – –
PB
570
Pinnacle Bancorp
Nebraska
$15.8K – – –
WTC
571
WhitTier Trust Company
Nevada
$15.7K – – –
PAI
572
Pittenger & Anderson Inc
Nebraska
$14.2K – – –
SIC
573
Salem Investment Counselors
North Carolina
$14.1K – – –
CCM
574
Copeland Capital Management
Pennsylvania
$13.3K +$7.62K +135 +135%
WWM
575
Wolff Wiese Magana
California
$12.8K +$1.19K +21 +10%
21 22
23
24 25