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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 %
HGERS
576
Householder Group Estate & Retirement Specialist
Arizona
$42K +$42K +698 New
JFA
577
JNBA Financial Advisors
Minnesota
$41.7K – – –
TRCT
578
Tower Research Capital (TRC)
New York
$41K -$196K -3,289 -83%
CFGS
579
Concourse Financial Group Securities
Alabama
$39.6K – – –
SC
580
Stephens Consulting
Michigan
$38.4K – – –
GWANC
581
Guardian Wealth Advisors (North Carolina)
North Carolina
$36.1K +$2.5K +42 +7%
NMG
582
New Millennium Group
Utah
$34.3K – – –
WWM
583
Wolff Wiese Magana
California
$33.6K – – –
CMBA
584
C.M. Bidwell & Associates
Hawaii
$26.8K – – –
VWM
585
Venturi Wealth Management
Texas
$26.1K +$26.1K +438 New
TCM
586
Tradewinds Capital Management
Washington
$25.7K +$25.7K +432 New
CIA
587
Choate Investment Advisors
Massachusetts
$25.5K – – –
2L
588
25 LLC
Missouri
$23.5K +$23.5K +384 New
CT
589
Colonial Trust
South Carolina
$23K – – –
CSB
590
City State Bank
Iowa
$20K – – –
MCI
591
MRP Capital Investments
Georgia
$19.7K – – –
CWM
592
Cranbrook Wealth Management
Michigan
$19.5K – – –
BL
593
Balentine LLC
Georgia
$19.3K +$19K +320 +6,400%
BWP
594
Baldwin Wealth Partners
Massachusetts
$18.4K – – –
CB
595
CNB Bank
Pennsylvania
$17.1K -$4.7K -79 -22%
PMFA
596
Plante Moran Financial Advisors
Michigan
$17K +$17K +286 New
CMP
597
Coston McIsaac & Partners
Maine
$17K -$34.3K -608 -67%
TFGT
598
TS Financial Group (TSFG)
Illinois
$17K – – –
Commonwealth Equity Services
599
Commonwealth Equity Services
Massachusetts
$15.6K +$348 +5,853 +2%
SIC
600
Salem Investment Counselors
North Carolina
$14.9K -$357 -6 -2%
22 23
24
25 26