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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 %
DI
201
Disciplined Investments
Oklahoma
$2.7M -$93.1K -1,648 -3%
AllianceBernstein
202
AllianceBernstein
Tennessee
$2.64M -$65.1K -1,152 -2%
PA
203
Probity Advisors
Texas
$2.62M -$12K -213 -0.5%
TCM
204
Telos Capital Management
California
$2.62M -$30.6K -542 -1%
CAM
205
ClariVest Asset Management
California
$2.61M -$328K -5,800 -11%
P
206
Palladiem
Pennsylvania
$2.6M -$97.4K -1,725 -4%
RIA
207
Regal Investment Advisors
Michigan
$2.53M +$14K +248 +0.6%
HW
208
Hancock Whitney
Mississippi
$2.5M +$50.9K +902 +2%
PCWA
209
Pacific Capital Wealth Advisors
California
$2.45M -$122K -2,154 -5%
AF
210
Allworth Financial
California
$2.44M -$2.09M -37,015 -46%
FWMM
211
Foundation Wealth Management (Missouri)
Missouri
$2.44M -$328K -5,817 -12%
PP
212
PrairieView Partners
Minnesota
$2.41M -$40.6K -719 -2%
SQA
213
Simon Quick Advisors
New Jersey
$2.38M -$73.4K -1,300 -3%
CFC
214
Coyle Financial Counsel
Illinois
$2.36M +$252K +4,463 +12%
NFP
215
Narus Financial Partners
Utah
$2.36M +$72.6K +1,286 +3%
SEI Investments
216
SEI Investments
Pennsylvania
$2.33M -$1.26M -22,288 -35%
BW
217
BIP Wealth
Georgia
$2.3M -$30.3K -536 -1%
PFBT
218
Parkside Financial Bank & Trust
Missouri
$2.26M +$178K +3,147 +9%
CA
219
Clearstead Advisors
Ohio
$2.23M +$1.31M +23,149 +142%
CF
220
Corrigan Financial
Rhode Island
$2.2M -$10.2K -180 -0.5%
MWAM
221
Manhattan West Asset Management
California
$2.15M +$358K +6,739 +20%
FAM
222
Frontier Asset Management
Wyoming
$2.15M -$1.62M -28,623 -43%
LNWWM
223
Laird Norton Wetherby Wealth Management
California
$2.15M +$260K +4,601 +14%
RWPA
224
Richard W. Paul & Associates
Michigan
$2.14M +$152K +2,694 +8%
FA
225
FDx Advisors
Illinois
$2.14M -$134K -2,365 -6%
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