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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 %
OMC
676
Old Mission Capital
Illinois
– -$3.16M -53,072 Closed
Mackenzie Financial
677
Mackenzie Financial
Ontario, Canada
– -$2.2M -36,895 Closed
CSPAM
678
Cary Street Partners Asset Management
Virginia
– -$68.1K -32,998 Closed
QIM
679
Quantitative Investment Management
Virginia
– -$1.83M -30,791 Closed
TFG
680
Tilson Financial Group
New Jersey
– -$1.19M -19,993 Closed
CAC
681
Certified Advisory Corp
Florida
– -$942K -15,823 Closed
CFP
682
Catalyst Financial Partners
Massachusetts
– -$811K -13,623 Closed
SCM
683
Stonehearth Capital Management
Massachusetts
– -$790K -13,278 Closed
Citadel Advisors
684
Citadel Advisors
Florida
– -$600K -10,076 Closed
AM
685
AGF Management
Ontario, Canada
– -$484K -8,140 Closed
HR
686
Hardy Reed
Mississippi
– -$449K -7,542 Closed
ARC
687
Advisor Resource Council
Texas
– -$409K -6,874 Closed
KeyBank National Association
688
KeyBank National Association
Ohio
– -$368K -6,190 Closed
ISWM
689
Independent Solutions Wealth Management
New York
– -$280K -4,707 Closed
GA
690
Greenspring Advisors
Maryland
– -$258K -4,340 Closed
FAIM
691
Financial Advocates Investment Management
Washington
– -$227K -4,149 Closed
HF
692
HRT Financial
New York
– -$237K -3,989 Closed
MNBTD
693
Moody National Bank Trust Division
Texas
– -$233K -3,908 Closed
BRWA
694
B. Riley Wealth Advisors
Florida
– -$226K -3,799 Closed
IDA
695
Intelligence Driven Advisers
California
– -$214K -3,632 Closed
KF
696
Krilogy Financial
Missouri
– -$213K -3,579 Closed
AIP
697
Almanack Investment Partners
Pennsylvania
– -$213K -3,575 Closed
EP
698
Edgestream Partners
New Jersey
– -$210K -3,532 Closed
HCA
699
Harbour Capital Advisors
Virginia
– -$211K -3,524 Closed
CPRC
700
Consolidated Portfolio Review Corp
New York
– -$203K -3,410 Closed
25 26 27
28
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