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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 %
CA
676
CoreCap Advisors
Michigan
– -$258K -4,370 Closed
AWA
677
Arete Wealth Advisors
Illinois
– -$248K -4,209 Closed
FWM
678
Fingerlakes Wealth Management
New York
– -$232K -3,928 Closed
VAS
679
Vestmark Advisory Solutions
Massachusetts
– -$230K -3,895 Closed
WF
680
Welch & Forbes
Massachusetts
– -$225K -3,808 Closed
NWA
681
New World Advisors
Massachusetts
– -$222K -3,763 Closed
AWMNH
682
Arcadia Wealth Management (New Hampshire)
New Hampshire
– -$216K -3,666 Closed
Fisher Asset Management
683
Fisher Asset Management
Washington
– -$213K -3,614 Closed
BFO
684
Boston Family Office
Massachusetts
– -$212K -3,596 Closed
FVWA
685
Foster Victor Wealth Advisors
South Carolina
– -$206K -3,526 Closed
OGF
686
Orin Green Financial
California
– -$205K -3,479 Closed
QCIG
687
Quad-Cities Investment Group
Iowa
– -$204K -3,460 Closed
ACM
688
Advisors Capital Management
New Jersey
– -$202K -3,433 Closed
WRPWM
689
Werba Rubin Papier Wealth Management
California
– -$201K -3,408 Closed
HT
690
Headlands Technologies
Illinois
– -$117K -1,979 Closed
SHIM
691
Stone House Investment Management
Pennsylvania
– -$46K -780 Closed
2L
692
25 LLC
Missouri
– -$23.6K -384 Closed
WP
693
WealthPLAN Partners
Nebraska
– -$16.2K -275 Closed
PIAS
694
PCA Investment Advisory Services
Ohio
– -$13.1K -222 Closed
HS
695
Horan Securities
United States
– -$8.6K -146 Closed
CFO
696
CVA Family Office
Colorado
– -$7.08K -120 Closed
OFG
697
Oxford Financial Group
Indiana
– -$6.67K -113 Closed
GA
698
GoalVest Advisory
New York
– -$4.6K -78 Closed
SIS
699
Sound Income Strategies
Florida
– -$4.19K -71 Closed
OLVIG
700
Oliver Lagore Vanvalin Investment Group
Michigan
– -$4.07K -69 Closed
25 26 27
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