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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 %
BOS
126
Bank of Stockton
California
$5.24M -$88.9K -1,698 -2%
FDP
127
Financiere des Professionnels
Quebec, Canada
$5.22M +$5.22M +92,500 New
BOH
128
Bank of Hawaii
Hawaii
$5.13M +$149K +2,633 +3%
AWM
129
Avior Wealth Management
Nebraska
$5.1M +$209K +3,705 +4%
HT
130
Heritage Trust
Oklahoma
$5.02M -$187K -3,309 -4%
SFS
131
Solitude Financial Services
Virginia
$4.93M +$190K +3,363 +4%
QC
132
Quent Capital
New York
$4.92M +$3.22K +57 +0.1%
Comerica Bank
133
Comerica Bank
Texas
$4.91M +$4.91M +86,999 New
NA
134
NewEdge Advisors
Louisiana
$4.89M +$576K +10,195 +13%
BWM
135
Baystate Wealth Management
Massachusetts
$4.8M -$201K -3,553 -4%
Cambridge Investment Research Advisors
136
Cambridge Investment Research Advisors
Iowa
$4.8M -$21.5K -380 -0.4%
MCA
137
MSH Capital Advisors
Arizona
$4.78M +$276K +4,886 +6%
CBT
138
Central Bank & Trust
Kentucky
$4.77M -$70K -1,239 -1%
Bessemer Group
139
Bessemer Group
New Jersey
$4.76M -$148K -2,615 -3%
GT
140
Glenmede Trust
Pennsylvania
$4.72M -$124K -2,204 -3%
BF
141
Brooklyn FI
New York
$4.64M +$921K +16,305 +25%
CAN
142
Cetera Advisor Networks
California
$4.64M +$2.63M +46,517 +131%
Acadian Asset Management
143
Acadian Asset Management
Massachusetts
$4.54M +$734K +12,992 +19%
UB
144
UMB Bank
Missouri
$4.47M -$426K -7,539 -9%
KFAA
145
Klaas Financial Asset Advisors
Illinois
$4.44M +$83.4K +1,477 +2%
GW
146
GW & Wade
Massachusetts
$4.35M +$69.5K +1,231 +2%
HAC
147
Harbor Advisory Corp
New Hampshire
$4.35M +$1.02M +18,001 +30%
CCA
148
Clearwater Capital Advisors
Illinois
$4.31M -$12.7K -225 -0.3%
MMA
149
Miracle Mile Advisors
California
$4.26M -$593K -10,506 -12%
RJA
150
Raymond James & Associates
Florida
$4.23M -$228K -4,037 -5%
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