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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

667 hedge funds and large institutions have $7.74B invested in iShares MSCI EAFE Small-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 245 increasing their positions, 255 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
667
Holders Change
-12
Holders Change %
-1.77%
% of All Funds
10.52%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.39%
New
48
Increased
245
Reduced
255
Closed
55
Calls
$2.71M
Puts
$2.13M
Net Calls
+$584K
Net Calls Change
+$768K

Top Buyers

1
Natixis Advisors
Natixis Advisors
Massachusetts
$298M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$2B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$66.3M
4
KM
Kabouter Management
Illinois
$71.5M
5
CCM
Coldstream Capital Management
Washington
$28.3M

Top Sellers

1
TF
TIAA FSB
Florida
$251M
2
Jane Street
Jane Street
New York
$11.9M
3
AIA
Angeles Investment Advisors
California
$0
4
Bank of New York Mellon
Bank of New York Mellon
New York
$322M
5
TAIM
TD Ameritrade Investment Management
Nebraska
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GPA
176
Guidance Point Advisors
Massachusetts
$3.22M -$65.3K -1,107 -2%
RCAG
177
Rehmann Capital Advisory Group
Michigan
$3.19M -$55.3K -938 -2%
BC
178
Bartlett & Co
Ohio
$3.16M -$43.2K -733 -1%
BCWM
179
Bartlett & Co Wealth Management
Ohio
$3.16M -$43.2K -733 -1%
AFAS
180
Acorn Financial Advisory Services
Virginia
$3.15M +$149K +2,530 +5%
CWM
181
Chicago Wealth Management
Illinois
$3.15M +$3.15M +53,355 New
CFA
182
Cahill Financial Advisors
Minnesota
$3.14M +$295 +5 +0%
AOI
183
Auto-Owners Insurance
Michigan
$3.08M – – –
NB
184
NBT Bank
New York
$3.08M -$96.7K -1,640 -3%
CAM
185
ClariVest Asset Management
California
$3.07M – – –
MFC
186
Morris Financial Concepts
South Carolina
$3.06M -$81.3K -1,379 -3%
Squarepoint
187
Squarepoint
New York
$3.06M +$1.28M +21,683 +72%
MC
188
Martin & Co
Tennessee
$3.03M -$110K -1,871 -4%
Rockefeller Capital Management
189
Rockefeller Capital Management
New York
$3M -$71.8K -1,221 -2%
WA
190
Wasatch Advisors
Utah
$2.98M +$2.98M +50,556 New
PIFP
191
Partners in Financial Planning
Virginia
$2.94M -$42K -712 -1%
KPWS
192
Kestra Private Wealth Services
Texas
$2.93M +$415K +7,039 +17%
SS
193
Simplicity Solutions
Minnesota
$2.92M +$112K +1,893 +4%
BFG
194
Bleakley Financial Group
New Jersey
$2.92M +$112K +1,893 +4%
DI
195
Disciplined Investments
Oklahoma
$2.92M -$649K -10,997 -18%
GA
196
Goldstein Advisors
Wisconsin
$2.91M -$145K -2,462 -5%
FWMM
197
Foundation Wealth Management (Missouri)
Missouri
$2.89M -$381K -6,452 -12%
VW
198
Vance Wealth
California
$2.88M +$88.3K +1,497 +3%
AWM
199
AE Wealth Management
Kansas
$2.86M +$143K +2,430 +5%
STA
200
Summit Trail Advisors
New York
$2.85M -$5.9K -100 -0.2%
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