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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 %
Citigroup
76
Citigroup
New York
$11.4M +$10.6M +188,294 +1,432%
WA
77
Wealth Architects
California
$11.3M -$248K -4,395 -2%
PPW
78
Parcion Private Wealth
Washington
$11.2M -$33.7K -597 -0.3%
CCWM
79
Cassaday & Co Wealth Management
Virginia
$10.6M -$389K -6,897 -4%
AA
80
Alesco Advisors
New York
$10.5M -$375K -6,640 -3%
KA
81
Klingman & Associates
New York
$10.3M -$15K -265 -0.1%
CIBC World Market
82
CIBC World Market
Ontario, Canada
$10.2M +$42K +743 +0.4%
Charles Schwab
83
Charles Schwab
California
$10.2M +$10.2M +180,628 New
WA
84
Waverly Advisors
Alabama
$10M +$313K +5,542 +3%
PFA
85
Pure Financial Advisors
California
$9.84M -$296K -5,249 -3%
OAM
86
Oppenheimer Asset Management
New York
$9.83M -$129K -2,289 -1%
FWM
87
Fairhaven Wealth Management
Illinois
$9.45M +$59.4K +1,051 +0.6%
SOWBOCOPL
88
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$9.39M – – –
MML Investors Services
89
MML Investors Services
Massachusetts
$9.31M -$766K -13,561 -8%
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$9.19M +$6.93M +122,635 +306%
Barclays
91
Barclays
United Kingdom
$8.98M -$2.33M -41,226 -21%
RFA
92
RTD Financial Advisors
Pennsylvania
$8.75M +$163K +2,879 +2%
FCBT
93
First Citizens Bank & Trust
North Carolina
$8.66M -$232K -4,111 -3%
American Century Companies
94
American Century Companies
Missouri
$8.47M +$4.61M +81,559 +119%
Mariner
95
Mariner
Kansas
$8.47M -$33.6K -595 -0.4%
CP
96
Covenant Partners
Tennessee
$8.21M +$447K +7,917 +6%
PA
97
Pinnacle Associates
New York
$8.17M +$140K +2,481 +2%
IIC
98
Integrated Investment Consultants
Michigan
$7.82M +$337K +5,959 +4%
WMG
99
WESCAP Management Group
California
$7.74M -$34.8K -617 -0.4%
Baird Financial Group
100
Baird Financial Group
Wisconsin
$7.72M -$1.17M -20,693 -13%
2 3
4
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