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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

680 hedge funds and large institutions have $7.08B invested in iShares MSCI EAFE Small-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 196 increasing their positions, 274 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
-26
Holders Change %
-3.68%
% of All Funds
9.86%
Holding in Top 10
20
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-23.08%
% of All Funds
0.29%
New
44
Increased
196
Reduced
274
Closed
60
Calls
$798K
Puts
$1.44M
Net Calls
-$646K
Net Calls Change
+$50.7M

Top Buyers

1
Jane Street
Jane Street
New York
$254M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$316M
3
Natixis Advisors
Natixis Advisors
Massachusetts
$457M
4
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$26.2M
5
OMC
Old Mission Capital
Illinois
$21.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$175M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$981M
3
WTB
Washington Trust Bank
Washington
$6.39M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$210M
5
MCCA
Mill Creek Capital Advisors
Pennsylvania
$21.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHS
226
M Holdings Securities
Oregon
$2.05M -$409K -6,459 -17%
SPIA
227
Steward Partners Investment Advisory
New York
$2.05M +$275K +4,336 +15%
CP
228
Canopy Partners
Ohio
$2.05M – – –
CA
229
Crewe Advisors
Utah
$2.05M +$143K +2,263 +8%
EWM
230
Elmwood Wealth Management
California
$2.01M +$904K +14,282 +82%
CI Investments Inc
231
CI Investments Inc
Ontario, Canada
$1.99M – – –
NFW
232
Noble Family Wealth
Florida
$1.95M +$6.9K +109 +0.4%
AA
233
Aire Advisors
California
$1.93M +$5.26K +83 +0.3%
GPA
234
Guidance Point Advisors
Massachusetts
$1.93M -$24.8K -392 -1%
NWA
235
New World Advisors
Massachusetts
$1.92M -$182K -2,874 -9%
PAS
236
Park Avenue Securities
New York
$1.89M +$135K +2,130 +8%
FTWA
237
Fifth Third Wealth Advisors
Ohio
$1.87M +$1.87M +29,575 New
RWM
238
Reston Wealth Management
Virginia
$1.86M -$143K -2,254 -7%
SPP
239
Single Point Partners
Massachusetts
$1.83M -$2.24M -35,416 -55%
NAS
240
Nicolet Advisory Services
Wisconsin
$1.81M -$44.5K -703 -2%
LNWWM
241
Laird Norton Wetherby Wealth Management
California
$1.8M -$95K -1,500 -5%
ACA
242
Atlas Capital Advisors
Wyoming
$1.75M -$51K -806 -3%
GRP
243
Global Retirement Partners
California
$1.71M +$69.9K +1,103 +4%
ML
244
McAdam LLC
Pennsylvania
$1.71M -$12.9K -203 -0.7%
CAL
245
Capital Analysts LLC
Pennsylvania
$1.68M +$170K +2,679 +11%
FCI
246
Financial Counselors Inc
Kansas
$1.68M -$609K -9,612 -27%
ASN
247
Advisory Services Network
Georgia
$1.63M -$22.1K -349 -1%
PS
248
Principal Securities
Iowa
$1.59M -$51.9K -819 -3%
WWWM
249
White Wing Wealth Management
Texas
$1.58M -$2.03M -32,130 -56%
BFEC
250
Benjamin F. Edwards & Company
Missouri
$1.57M +$175K +2,765 +13%
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