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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 %
CCM
626
Copeland Capital Management
Pennsylvania
$7K +$7K +119 New
BCMLT
627
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.84K -$15.6K -262 -69%
OFG
628
Oxford Financial Group
Indiana
$6.73K -$352K -5,915 -98%
AWM
629
Aspire Wealth Management
Massachusetts
$6.73K – – –
PCMC
630
Private Capital Management (Colorado)
Colorado
$6.55K +$6.55K +110 New
GTAM
631
Global Trust Asset Management
Florida
$6.24K – – –
AWM
632
Atticus Wealth Management
Florida
$6.13K – – –
CCM
633
Chilton Capital Management
Texas
$5.77K +$5.77K +97 New
National Bank of Canada
634
National Bank of Canada
Quebec, Canada
$5.36K – – –
SCA
635
Stonebridge Capital Advisors
Minnesota
$5.24K +$5.24K +88 New
SS
636
Sunbelt Securities
Texas
$5.1K +$5.1K +86 New
TFA
637
Toth Financial Advisory
Virginia
$5.06K – – –
MAWCM
638
Mine & Arao Wealth Creation & Management
California
$4.82K – – –
ME
639
McIlrath & Eck
Washington
$4.76K – – –
SWA
640
SOA Wealth Advisors
New York
$4.52K – – –
CNBTD
641
Citizens National Bank Trust Department
Mississippi
$4.46K – – –
FFA
642
Founders Financial Alliance
North Carolina
$4.23K – – –
EI
643
Ellevest Inc
New York
$4.05K +$4.05K +68 New
RTC
644
Riverview Trust Company
Washington
$3.87K – – –
VCM
645
Versant Capital Management
Arizona
$3.69K – – –
SIS
646
Sound Income Strategies
Florida
$3.63K -$60 -1 -2%
FCA
647
Fortis Capital Advisors
Kansas
$3.39K – – –
BWA
648
BDO Wealth Advisors
Florida
$3.27K – – –
LWP
649
Lumature Wealth Partners
Georgia
$3.27K +$1.25K +21 +62%
TPCW
650
TD Private Client Wealth
New York
$3.15K -$24.6K -413 -89%
24 25
26
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