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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

656 hedge funds and large institutions have $6.6B invested in iShares MSCI EAFE Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 224 increasing their positions, 249 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
656
Holders Change
-24
Holders Change %
-3.53%
% of All Funds
9.54%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
55
Increased
224
Reduced
249
Closed
70
Calls
$647K
Puts
$6.44M
Net Calls
-$5.8M
Net Calls Change
-$5.15M

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$485M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$334M
3
Natixis Advisors
Natixis Advisors
Massachusetts
$500M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$81M
5
BlackRock
BlackRock
New York
$213M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
Jones Financial Companies
Jones Financial Companies
Missouri
$780M
3
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$219M
4
LSAG
Lake Street Advisors Group
New Hampshire
$8.51M
5
Russell Investments Group
Russell Investments Group
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CI Investments Inc
226
CI Investments Inc
Ontario, Canada
$1.86M -$71.7K -1,163 -4%
NWA
227
New World Advisors
Massachusetts
$1.79M -$75K -1,217 -4%
AWE
228
Avidian Wealth Enterprises
Texas
$1.77M -$854K -13,858 -32%
AA
229
Aire Advisors
California
$1.77M -$110K -1,791 -6%
DC
230
Davenport & Co
Virginia
$1.76M +$441K +7,158 +33%
LNWWM
231
Laird Norton Wetherby Wealth Management
California
$1.76M – – –
PAG
232
Private Advisor Group
New Jersey
$1.75M +$986K +15,991 +128%
RWM
233
Reston Wealth Management
Virginia
$1.72M -$92.7K -1,504 -5%
GRP
234
Global Retirement Partners
California
$1.72M +$48.6K +789 +3%
FTWA
235
Fifth Third Wealth Advisors
Ohio
$1.7M -$119K -1,938 -7%
VT
236
Vise Technologies
New York
$1.69M +$171K +2,780 +11%
CAL
237
Capital Analysts LLC
Pennsylvania
$1.67M +$35.4K +575 +2%
JJBC
238
James J. Burns & Company
New York
$1.66M +$795K +12,893 +92%
BFEC
239
Benjamin F. Edwards & Company
Missouri
$1.64M +$115K +1,872 +8%
ML
240
McAdam LLC
Pennsylvania
$1.62M -$38K -617 -2%
FCI
241
Financial Counselors Inc
Kansas
$1.61M -$26.4K -429 -2%
OSAM
242
O'Shaughnessy Asset Management
Connecticut
$1.54M +$318K +5,151 +26%
ASN
243
Advisory Services Network
Georgia
$1.54M -$46K -747 -3%
PS
244
Principal Securities
Iowa
$1.52M -$18.1K -294 -1%
NAS
245
Nicolet Advisory Services
Wisconsin
$1.52M -$281K -4,440 -16%
AF
246
Allworth Financial
California
$1.51M -$29.1K -456 -2%
TFF
247
The Family Firm
Maryland
$1.5M +$21.6K +351 +1%
DL
248
DOHJ LLC
Washington
$1.49M +$65K +1,055 +5%
William Blair & Company
249
William Blair & Company
Illinois
$1.47M +$70.6K +1,146 +5%
EWM
250
Empirical Wealth Management
Washington
$1.47M -$6.6K -107 -0.4%
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