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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 %
SAG
601
Spotlight Asset Group
Illinois
$10.6K +$10.6K +180 New
KSWA
602
Kathleen S. Wright Associates
Pennsylvania
$10.3K -$118 -2 -1%
MCM
603
McMillion Capital Management
North Carolina
$8.85K +$8.85K +150 New
FP
604
Financial Perspectives
Minnesota
$8.66K +$177 +3 +2%
HS
605
Horan Securities
United States
$8.6K – – –
MA
606
MCF Advisors
Kentucky
$8.55K – – –
HR
607
Howe & Rusling
New York
$8.49K – – –
NMG
608
New Millennium Group
Utah
$8.49K -$25.5K -433 -75%
CT
609
Clearstead Trust
Maine
$7.9K – – –
APC
610
Aspire Private Capital
North Carolina
$7.37K – – –
CFO
611
CVA Family Office
Colorado
$7.08K – – –
EW
612
Element Wealth
Mississippi
$7.08K +$7.08K +120 New
AW
613
Avion Wealth
Texas
$7K +$108 +2 +2%
BCMLT
614
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.78K – – –
OFG
615
Oxford Financial Group
Indiana
$6.67K – – –
SS
616
Sunbelt Securities
Texas
$6.55K +$1.48K +25 +29%
PCMC
617
Private Capital Management (Colorado)
Colorado
$6.49K – – –
IPW
618
Impact Partnership Wealth
Georgia
$6.37K +$6.37K +108 New
GTAM
619
Global Trust Asset Management
Florida
$6.18K – – –
AWM
620
Atticus Wealth Management
Florida
$6.08K – – –
CCM
621
Copeland Capital Management
Pennsylvania
$5.9K -$1.12K -19 -16%
MPWT
622
MassMutual Private Wealth & Trust
Connecticut
$5.72K +$2.6K +44 +83%
National Bank of Canada
623
National Bank of Canada
Quebec, Canada
$5.54K +$236 +4 +4%
FFA
624
Farther Finance Advisors
California
$5.3K -$99.3K -1,687 -95%
TFA
625
Toth Financial Advisory
Virginia
$5.01K – – –
23 24
25
26 27