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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 %
DJSG
576
D.J. St. Germain
Massachusetts
$21K +$21K +356 New
FWA
577
FSC Wealth Advisors
New York
$20.5K +$10.1K +171 +97%
CWM
578
Cranbrook Wealth Management
Michigan
$19.3K – – –
BL
579
Balentine LLC
Georgia
$19.2K – – –
GIA
580
Goodwin Investment Advisory
Georgia
$18.9K +$4.84K +82 +34%
BWP
581
Baldwin Wealth Partners
Massachusetts
$18.2K – – –
CMP
582
Coston McIsaac & Partners
Maine
$17K – – –
CB
583
CNB Bank
Pennsylvania
$16.9K – – –
PB
584
Pinnacle Bancorp
Nebraska
$16.5K +$4.36K +74 +36%
WTC
585
WhitTier Trust Company
Nevada
$16.4K -$40.1K -680 -71%
WP
586
WealthPLAN Partners
Nebraska
$16.2K +$2.6K +44 +19%
TFGT
587
TS Financial Group (TSFG)
Illinois
$16K – – –
PAI
588
Pittenger & Anderson Inc
Nebraska
$14.8K +$3.72K +63 +34%
SIC
589
Salem Investment Counselors
North Carolina
$14.7K – – –
TWC
590
TD Waterhouse Canada
Ontario, Canada
$14.3K – – –
CAS
591
Coppell Advisory Solutions
Texas
$13.6K +$13.6K +233 New
PIAS
592
PCA Investment Advisory Services
Ohio
$13.1K +$13.1K +222 New
MM
593
Main Management
California
$13K +$13K +221 New
PMFA
594
Plante Moran Financial Advisors
Michigan
$12.2K -$4.66K -79 -28%
WWM
595
Wolff Wiese Magana
California
$12.1K -$21.2K -360 -64%
FWP
596
FAS Wealth Partners
Kansas
$12.1K +$59 +1 +0.5%
CTWM
597
Cherry Tree Wealth Management
Minnesota
$11.9K +$11.9K +201 New
NOI
598
Newton One Investments
Delaware
$11.7K +$177 +3 +2%
C
599
Covestor
United Kingdom
$11K +$3.12K +53 +40%
RG
600
Retirement Group
California
$10.9K +$118 +2 +1%
22 23
24
25 26