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iShares MSCI EAFE Small-Cap ETF

757 hedge funds and large institutions have $11.2B invested in iShares MSCI EAFE Small-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 207 increasing their positions, 277 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 41

14% more capital invested

Capital invested by funds: $9.77B → $11.2B (+$1.4B)

8.16% more ownership

Funds ownership: 76.64%84.8% (+8.2%)

1% more funds holding

Funds holding: 751757 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

25% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 277

Holders
757
Holders Change
+6
Holders Change %
+0.8%
% of All Funds
9.32%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
67
Increased
207
Reduced
277
Closed
41
Calls
$384K
Puts
Net Calls
+$384K
Net Calls Change
+$3.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
1
Jones Financial Companies
Missouri
$3.76B +$1.17B +14,342,867 +41%
Natixis Advisors
2
Natixis Advisors
Massachusetts
$996M +$128M +1,574,487 +14%
TWIM
3
TIAA Wealth Investment Management
New York
$721M +$771M +9,480,809 New
Fidelity Investments
4
Fidelity Investments
Massachusetts
$366M +$160M +1,961,884 +72%
TCIIS
5
TIAA-CREF Individual & Institutional Services
New York
$341M +$354M +4,351,812 New
Creative Planning
6
Creative Planning
Kansas
$308M -$6.24M -76,734 -2%
BlackRock
7
BlackRock
New York
$297M +$31M +381,688 +11%
State of New Jersey Common Pension Fund D
8
State of New Jersey Common Pension Fund D
New Jersey
$290M
Bank of New York Mellon
9
Bank of New York Mellon
New York
$249M +$1.71M +21,028 +0.7%
Goldman Sachs
10
Goldman Sachs
New York
$238M +$28M +344,396 +13%
Morgan Stanley
11
Morgan Stanley
New York
$196M +$8.59M +105,687 +4%
Bank of America
12
Bank of America
North Carolina
$192M +$52M +639,775 +35%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$116M +$23.2M +285,941 +24%
Northern Trust
14
Northern Trust
Illinois
$102M +$2.83M +34,817 +3%
Focus Partners Wealth
15
Focus Partners Wealth
Massachusetts
$101M -$960K -11,805 -0.9%
CCWM
16
Cassaday & Co Wealth Management
Virginia
$98.7M -$1.04M -12,820 -1%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$88.7M +$4.46M +54,817 +5%
UBS Group
18
UBS Group
Switzerland
$76.5M +$16.2M +199,543 +26%
MWM
19
Modera Wealth Management
New Jersey
$70.2M -$1.74M -21,394 -2%
WSFS
20
Wilmington Savings Fund Society
Delaware
$67.5M -$1.24M -15,296 -2%
LPL Financial
21
LPL Financial
California
$66.6M -$620K -7,621 -0.9%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$56.5M +$4.6M +56,577 +9%
HighTower Advisors
23
HighTower Advisors
Illinois
$55M +$800K +9,845 +1%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$53.8M +$53.6M +658,642 +2,382%
State of Tennessee, Department of Treasury
25
State of Tennessee, Department of Treasury
Tennessee
$49.1M -$2.68K -33 -0%