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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 %
FWP
576
FAS Wealth Partners
Kansas
$12.6K +$1.07K +19 +9%
GIA
577
Goodwin Investment Advisory
Georgia
$12.4K -$5.76K -102 -32%
CFGS
578
Concourse Financial Group Securities
Alabama
$12.1K -$21.8K -386 -64%
MM
579
Main Management
California
$12K – – –
SSWM
580
Sheets Smith Wealth Management
North Carolina
$11.5K +$11.5K +203 New
NOI
581
Newton One Investments
Delaware
$11.2K – – –
HR
582
Howe & Rusling
New York
$11.2K +$3.11K +55 +38%
RG
583
Retirement Group
California
$10.4K – – –
PMFA
584
Plante Moran Financial Advisors
Michigan
$10.2K -$1.47K -26 -13%
SAG
585
Spotlight Asset Group
Illinois
$10.2K – – –
PK
586
Pflug Koory
Nebraska
$9.15K +$9.15K +162 New
TPCW
587
TD Private Client Wealth
New York
$8.98K -$125K -2,217 -93%
CTWM
588
Cherry Tree Wealth Management
Minnesota
$8.64K -$2.71K -48 -24%
FP
589
Financial Perspectives
Minnesota
$8.3K – – –
AWM
590
Angeles Wealth Management
California
$8.02K +$8.02K +142 New
CT
591
Clearstead Trust
Maine
$7.57K – – –
AGWCA
592
Annis Gardner Whiting Capital Advisors
Florida
$7.17K +$7.17K +127 New
NMG
593
New Millennium Group
Utah
$7.12K -$1.02K -18 -13%
National Bank of Canada
594
National Bank of Canada
Quebec, Canada
$7.08K +$1.92K +35 +37%
APC
595
Aspire Private Capital
North Carolina
$7.06K – – –
C
596
Covestor
United Kingdom
$7K -$3.91K -67 -36%
AW
597
Avion Wealth
Texas
$7K – – –
RDIA
598
RE Dickinson Investment Advisors
Iowa
$7K +$6.06K +110 +647%
BCMLT
599
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.78K – – –
EW
600
Element Wealth
Mississippi
$6.78K – – –
22 23
24
25 26