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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 %
LI
151
Latigo Investments
Florida
$4.18M – – –
WMS
152
Wealth Management Solutions
Pennsylvania
$4.12M -$35.5K -628 -0.9%
AWE
153
Avidian Wealth Enterprises
Texas
$4.12M -$2.97M -52,545 -42%
Prudential Financial
154
Prudential Financial
New Jersey
$4.07M -$213K -3,767 -5%
MWM
155
Merriman Wealth Management
Washington
$4.01M -$7.62K -135 -0.2%
SYBT
156
Stock Yards Bank & Trust
Kentucky
$3.71M +$325K +5,762 +10%
SW
157
SVB Wealth
Massachusetts
$3.68M -$656K -11,623 -15%
FC
158
FCA Corp
Texas
$3.67M +$225K +3,990 +7%
NHC
159
Nicholas Hoffman & Company
Georgia
$3.63M +$1.36K +24 +0%
TWP
160
Total Wealth Planning
Ohio
$3.56M -$7.79K -138 -0.2%
SPP
161
Single Point Partners
Massachusetts
$3.51M +$3.51M +62,348 New
FAIM
162
Financial Advocates Investment Management
Washington
$3.5M +$3.5M +39,650 New
EPM
163
Elm Partners Management
Pennsylvania
$3.47M -$8.25K -146 -0.2%
EWA
164
Encompass Wealth Advisors
Oregon
$3.43M +$199K +3,527 +6%
CFB
165
Cullen/Frost Bankers
Texas
$3.43M -$1.42M -25,126 -29%
MPCL
166
My Personal CFO LLC
Washington
$3.43M -$232K -4,100 -6%
HIMCH
167
Hartford Investment Management Co (HIMCO)
Connecticut
$3.39M – – –
AIM
168
Acropolis Investment Management
Missouri
$3.36M -$56.5K -1,000 -2%
KP
169
Keel Point
Alabama
$3.35M -$331K -5,867 -9%
AFAS
170
Acorn Financial Advisory Services
Virginia
$3.28M +$304K +5,456 +10%
AL
171
Aspiriant LLC
California
$3.28M -$4.63K -82 -0.1%
IA
172
IFG Advisors
Missouri
$3.23M -$94.2K -1,669 -3%
APG
173
Abacus Planning Group
South Carolina
$3.21M -$17K -301 -0.5%
LL
174
LWMG LLC
Minnesota
$3.19M -$48.1K -851 -1%
LC
175
LTG Capital
Massachusetts
$3.16M +$495K +8,759 +19%
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