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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.

Holders
650
Holders Change
-17
Holders Change %
-2.55%
% of All Funds
10.37%
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
1
Fidelity Investments
Massachusetts
$213M
2
State of Tennessee, Department of Treasury
2
State of Tennessee, Department of Treasury
Tennessee
$68.9M
3
Natixis Advisors
3
Natixis Advisors
Massachusetts
$324M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.94B
5
Jane Street
5
Jane Street
New York
$32.3M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$31.7M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$82.7M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$289M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$14.2M
5
EWA
5
EP Wealth Advisors
California
$506K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
51
Shakespeare Wealth Management
Wisconsin
$17.5M +$437K +7,742 +3%
FWP
52
Falcon Wealth Planning
California
$16.4M +$1.67M +29,640 +11%
BAMG
53
Brand Asset Management Group
Missouri
$16M +$37.4K +663 +0.2%
M&T Bank
54
M&T Bank
New York
$15.4M -$460K -8,148 -3%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$15.4M -$241K -4,261 -2%
Envestnet Portfolio Solutions
56
Envestnet Portfolio Solutions
Illinois
$14.9M +$14.9M +264,188 New
FDCDDQ
57
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.4M +$769K +13,614 +6%
SPA
58
Shore Point Advisors
New Jersey
$14.4M +$479K +8,491 +3%
JPMorgan Chase & Co
59
JPMorgan Chase & Co
New York
$14.3M -$9.03M -159,831 -39%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$14.2M -$15.3M -270,966 -52%
QCG
61
Quadrant Capital Group
Ohio
$14.2M +$334K +5,911 +2%
WAP
62
Wealthcare Advisory Partners
Pennsylvania
$14M +$538K +9,529 +4%
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$14M +$8.53M +151,006 +157%
SC
64
Savant Capital
Illinois
$13.8M +$1.14M +20,120 +9%
AFA
65
American Financial Advisors
Georgia
$13.3M -$3.56M -63,029 -21%
FSC
66
Full Sail Capital
Oklahoma
$13.3M -$240K -4,249 -2%
Stifel Financial
67
Stifel Financial
Missouri
$12.8M -$74K -1,311 -0.6%
Russell Investments Group
68
Russell Investments Group
United Kingdom
$12.8M -$1M -17,709 -7%
APW
69
Austin Private Wealth
Texas
$12.2M +$181K +3,202 +1%
MCM
70
MAI Capital Management
Ohio
$12.2M -$136K -2,417 -1%
EWA
71
Exencial Wealth Advisors
Oklahoma
$12M -$317K -5,614 -3%
Ameriprise
72
Ameriprise
Minnesota
$11.9M -$865K -15,325 -7%
PFO
73
Pathstone Family Office
New Jersey
$11.7M +$325K +5,808 +3%
MWM
74
Mission Wealth Management
California
$11.6M +$620K +10,976 +6%
Nuveen Asset Management
75
Nuveen Asset Management
Illinois
$11.4M +$57.4K +1,016 +0.5%
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