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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 %
KPWS
176
Kestra Private Wealth Services
Texas
$3.13M +$327K +5,793 +12%
Victory Capital Management
177
Victory Capital Management
Texas
$3.11M -$736K -13,031 -19%
Mercer Global Advisors
178
Mercer Global Advisors
Colorado
$3.05M -$345K -6,117 -10%
BMCM
179
Bryn Mawr Capital Management
Pennsylvania
$3.05M +$2.21M +39,097 +264%
EA
180
Efficient Advisors
Ohio
$3M -$115K -2,033 -4%
BC
181
Bartlett & Co
Ohio
$3M -$28.7K -508 -0.9%
BCWM
182
Bartlett & Co Wealth Management
Ohio
$3M -$28.7K -508 -0.9%
MAM
183
Meeder Asset Management
Ohio
$2.95M -$246K -4,358 -8%
AOI
184
Auto-Owners Insurance
Michigan
$2.95M – – –
GA
185
Goldstein Advisors
Wisconsin
$2.94M +$158K +2,795 +6%
MFC
186
Morris Financial Concepts
South Carolina
$2.94M +$3.78K +67 +0.1%
CFA
187
Cahill Financial Advisors
Minnesota
$2.93M -$71.1K -1,259 -2%
MC
188
Martin & Co
Tennessee
$2.92M +$12.1K +214 +0.4%
SS
189
Simplicity Solutions
Minnesota
$2.91M +$106K +1,874 +4%
BFG
190
Bleakley Financial Group
New Jersey
$2.91M +$106K +1,874 +4%
FWA
191
FSM Wealth Advisors
Ohio
$2.87M +$479K +8,487 +20%
Allspring Global Investments
192
Allspring Global Investments
North Carolina
$2.86M -$4.12M -73,034 -59%
MHS
193
M Holdings Securities
Oregon
$2.86M +$2.86M +50,622 New
PIFP
194
Partners in Financial Planning
Virginia
$2.86M +$38.1K +675 +1%
NB
195
NBT Bank
New York
$2.84M -$103K -1,830 -4%
RCAG
196
Rehmann Capital Advisory Group
Michigan
$2.83M -$229K -4,050 -7%
VW
197
Vance Wealth
California
$2.79M +$34.1K +604 +1%
GPA
198
Guidance Point Advisors
Massachusetts
$2.79M -$297K -5,253 -10%
AWM
199
AE Wealth Management
Kansas
$2.74M +$1.86K +33 +0.1%
STA
200
Summit Trail Advisors
New York
$2.72M -$6.55K -116 -0.2%
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