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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

679 hedge funds and large institutions have $8.14B invested in iShares MSCI EAFE Small-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 214 increasing their positions, 271 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
-4
Holders Change %
-0.59%
% of All Funds
10.87%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.48%
New
64
Increased
214
Reduced
271
Closed
52
Calls
$2.83M
Puts
$3.01M
Net Calls
-$184K
Net Calls Change
+$74M

Top Buyers

1
Jane Street
1
Jane Street
New York
$54.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$221M
3
AIA
3
Angeles Investment Advisors
California
$30.8M
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$260M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$37.8M

Top Sellers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$0
2
KM
2
Kabouter Management
Illinois
$57M
3
TF
3
TIAA FSB
Florida
$467M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$355M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPW
76
Parcion Private Wealth
Washington
$12.2M -$634K -10,659 -5%
MCM
77
MAI Capital Management
Ohio
$12.1M -$255K -4,282 -2%
CCWM
78
Cassaday & Co Wealth Management
Virginia
$12.1M -$13.6M -228,848 -53%
PFO
79
Pathstone Family Office
New Jersey
$12M -$12M -201,264 -50%
Stifel Financial
80
Stifel Financial
Missouri
$11.9M -$4.01M -67,383 -25%
FDCDDQ
81
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.7M +$4.39M +73,821 +60%
AA
82
Alesco Advisors
New York
$11.3M -$303K -5,097 -3%
MWM
83
Mission Wealth Management
California
$11.3M -$407K -6,834 -3%
PFA
84
Pure Financial Advisors
California
$11M -$229K -3,842 -2%
MML Investors Services
85
MML Investors Services
Massachusetts
$11M +$1.38M +23,258 +14%
KA
86
Klingman & Associates
New York
$10.8M +$36.4K +612 +0.3%
OAM
87
Oppenheimer Asset Management
New York
$10.6M -$83.3K -1,399 -0.8%
CIBC World Market
88
CIBC World Market
Ontario, Canada
$10.5M +$618K +10,384 +6%
WA
89
Waverly Advisors
Alabama
$10.4M +$233K +3,913 +2%
Nuveen Asset Management
90
Nuveen Asset Management
Illinois
$9.09M -$5.35M -89,886 -37%
FCBT
91
First Citizens Bank & Trust
North Carolina
$9.02M +$844K +14,185 +10%
BHWA
92
Beacon Harbor Wealth Advisors
Virginia
$8.94M +$6.92M +116,242 +342%
US Bancorp
93
US Bancorp
Minnesota
$8.83M -$704K -11,823 -7%
GLA
94
Great Lakes Advisors
Illinois
$8.45M -$7.35M -123,483 -46%
WMG
95
WESCAP Management Group
California
$8.43M +$45.3K +762 +0.5%
TFCP
96
Twin Focus Capital Partners
Massachusetts
$8.41M -$313K -5,265 -4%
PA
97
Pinnacle Associates
New York
$8.35M +$726K +12,194 +10%
RFA
98
RTD Financial Advisors
Pennsylvania
$8.32M +$272K +4,574 +3%
IIC
99
Integrated Investment Consultants
Michigan
$7.79M +$15.7K +263 +0.2%
CP
100
Covenant Partners
Tennessee
$7.78M +$145K +2,431 +2%
2 3
4
5 6