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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
$298M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$2B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$66.3M
4
KM
Kabouter Management
Illinois
$71.5M
5
CCM
Coldstream Capital Management
Washington
$28.3M

Top Sellers

1
TF
TIAA FSB
Florida
$251M
2
Jane Street
Jane Street
New York
$11.9M
3
AIA
Angeles Investment Advisors
California
$0
4
Bank of New York Mellon
Bank of New York Mellon
New York
$322M
5
TAIM
TD Ameritrade Investment Management
Nebraska
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAWCM
626
Mine & Arao Wealth Creation & Management
California
$4.78K – – –
ME
627
McIlrath & Eck
Washington
$4.72K – – –
GA
628
GoalVest Advisory
New York
$4.6K +$4.6K +78 New
SWA
629
SOA Wealth Advisors
New York
$4.48K – – –
CNBTD
630
Citizens National Bank Trust Department
Mississippi
$4.42K – – –
SIS
631
Sound Income Strategies
Florida
$4.19K +$590 +10 +16%
FFA
632
Founders Financial Alliance
North Carolina
$4.19K – – –
OLVIG
633
Oliver Lagore Vanvalin Investment Group
Michigan
$4.07K +$4.07K +69 New
RTC
634
Riverview Trust Company
Washington
$3.83K – – –
VCM
635
Versant Capital Management
Arizona
$3.66K – – –
BWA
636
BDO Wealth Advisors
Florida
$3.24K – – –
EWM
637
EPG Wealth Management
Georgia
$3.13K +$590 +10 +23%
AIM
638
Anchor Investment Management
South Carolina
$3.07K – – –
RP
639
Rice Partnership
Hawaii
$3.07K +$3.07K +52 New
NC
640
NewSquare Capital
Pennsylvania
$2.95K – – –
ANBT
641
American National Bank & Trust
Texas
$2.83K – – –
JWA
642
JFS Wealth Advisors
Pennsylvania
$2.75K +$59 +1 +2%
BA
643
Ballast Advisors
Minnesota
$2.71K – – –
WIM
644
Westside Investment Management
California
$2.42K – – –
LOIP
645
Live Oak Investment Partners
Texas
$2.36K -$2.38K – –
LWP
646
Lumature Wealth Partners
Georgia
$2.01K -$1.24K -21 -38%
BIA
647
Bell Investment Advisors
California
$1.95K – – –
RA
648
Rise Advisors
New York
$1.92K +$58 +1 +3%
CWA
649
Carolina Wealth Advisors
South Carolina
$1.71K +$1.71K +29 New
IAS
650
IMA Advisory Services
Colorado
$1.53K – – –
24 25
26
27 28