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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 %
CI
651
Cordant Inc
Oregon
$226 +$226 +4 New
FA
652
Faithward Advisors
Pennsylvania
$223 – – –
TAIM
653
TD Ameritrade Investment Management
Nebraska
– -$11.1M -188,104 Closed
PFA
654
Professional Financial Advisors
Nebraska
– -$6.33M -107,382 Closed
Millennium Management
655
Millennium Management
New York
– -$3.8M -64,433 Closed
PWAG
656
Polaris Wealth Advisory Group
California
– -$3.46M -58,638 Closed
CWM
657
Chicago Wealth Management
Illinois
– -$3.15M -53,355 Closed
Squarepoint
658
Squarepoint
New York
– -$3.06M -51,848 Closed
WA
659
Wasatch Advisors
Utah
– -$2.98M -50,556 Closed
Tudor Investment Corp
660
Tudor Investment Corp
Connecticut
– -$2.58M -43,813 Closed
Renaissance Technologies
661
Renaissance Technologies
New York
– -$2.58M -43,700 Closed
Qube Research & Technologies (QRT)
662
Qube Research & Technologies (QRT)
United Kingdom
– -$1.42M -21,052 Closed
SGA
663
Strategic Global Advisors
California
– -$1,000K -16,953 Closed
CSIA
664
Charles Schwab Investment Advisory
California
– -$982K -16,642 Closed
NL
665
NWAM LLC
Washington
– -$510K -8,653 Closed
TI
666
Trexquant Investment
Connecticut
– -$494K -8,380 Closed
CW
667
CreativeOne Wealth
Kansas
– -$418K -7,086 Closed
AAS
668
Annex Advisory Services
Wisconsin
– -$389K -6,594 Closed
SBH
669
Segall Bryant & Hamill
Illinois
– -$383K -6,489 Closed
PWMG
670
Provence Wealth Management Group
California
– -$368K -6,234 Closed
DCM
671
Dupont Capital Management
Delaware
– -$314K -5,317 Closed
WI
672
Wintrust Investments
Illinois
– -$309K -5,241 Closed
PFM
673
Peak Financial Management
Massachusetts
– -$294K -4,983 Closed
SIC
674
Samalin Investment Counsel
New York
– -$291K -4,936 Closed
CTC
675
Central Trust Company
Missouri
– -$285K -4,830 Closed
25 26
27
28 29