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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 %
EWM
626
EPG Wealth Management
Georgia
$2.43K -$565 -10 -19%
AIM
627
Anchor Investment Management
South Carolina
$2.37K -$565 -10 -19%
WIM
628
Westside Investment Management
California
$2.32K – – –
LOIP
629
Live Oak Investment Partners
Texas
$2.26K -$2.36K – –
MA
630
MCF Advisors
Kentucky
$2.03K -$6.16K -109 -75%
RPCA
631
Running Point Capital Advisors
California
$2.03K +$1.3K +23 +177%
BIA
632
Bell Investment Advisors
California
$1.86K – – –
RA
633
Rise Advisors
New York
$1.84K – – –
EWA
634
EverSource Wealth Advisors
Alabama
$1.69K +$1.69K +30 New
IAS
635
IMA Advisory Services
Colorado
$1.47K – – –
DF
636
DecisionPoint Financial
Arizona
$1.47K – – –
First Manhattan
637
First Manhattan
New York
$1.47K – – –
AIC
638
Archer Investment Corporation
Indiana
$1.24K +$565 +10 +83%
JWM
639
Janiczek Wealth Management
Colorado
$1.07K – – –
TFA
640
Transamerica Financial Advisors
Florida
$1K – – –
MLA
641
MB, Levis & Associates
Pennsylvania
$904 – – –
IPW
642
Impact Partnership Wealth
Georgia
$847 -$5.25K -93 -86%
CAS
643
Coppell Advisory Solutions
Texas
$791 -$12.4K -219 -94%
OHWP
644
Oak Harbor Wealth Partners
North Carolina
$621 – – –
CWP
645
Concord Wealth Partners
Virginia
$508 – – –
GWSG
646
GPS Wealth Strategies Group
Colorado
$508 – – –
GG
647
Gleason Group
Kentucky
$430 – – –
HCM
648
Hollencrest Capital Management
California
$395 -$199K -3,518 -100%
CWA
649
Carolina Wealth Advisors
South Carolina
$282 -$1.35K -24 -83%
CSC
650
Caldwell Sutter Capital
California
$282 – – –
24 25
26
27 28