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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 %
VT
251
Vise Technologies
New York
$1.56M -$156K -2,467 -9%
FA
252
FDx Advisors
Illinois
$1.54M -$913K -14,418 -37%
Renaissance Technologies
253
Renaissance Technologies
New York
$1.53M +$1.53M +24,100 New
AF
254
Allworth Financial
California
$1.52M -$858K -13,553 -36%
TFF
255
The Family Firm
Maryland
$1.52M -$40.6K -641 -3%
SFP
256
Sterling Financial Planning
New Jersey
$1.51M -$13.6K -214 -0.9%
EWM
257
Empirical Wealth Management
Washington
$1.51M -$8.87K -140 -0.6%
AA
258
AlphaQ Advisors
Florida
$1.49M +$333K +5,254 +29%
VI
259
Vestcor Inc
New Brunswick, Canada
$1.47M +$713K +11,260 +95%
DL
260
DOHJ LLC
Washington
$1.46M +$99.6K +1,573 +7%
LF
261
Lee Financial
Texas
$1.45M -$3.67K -58 -0.3%
RA
262
Rockingstone Advisors
Massachusetts
$1.45M -$23.7K -375 -2%
William Blair & Company
263
William Blair & Company
Illinois
$1.44M +$697 +11 +0%
EAM
264
Evanson Asset Management
California
$1.43M -$20.3K -320 -1%
CPA
265
Cardiff Park Advisors
California
$1.43M – – –
PWA
266
Physician Wealth Advisors
Utah
$1.41M -$99.8K -1,649 -7%
WANY
267
Wealthspire Advisors (New York)
New York
$1.41M +$3.67K +58 +0.3%
MA
268
Mutual Advisors
Nebraska
$1.4M -$99.1K -1,565 -7%
R
269
Rebalance
California
$1.39M – – –
WFAG
270
Wescott Financial Advisory Group
Pennsylvania
$1.38M -$306K -4,838 -18%
GPWA
271
Great Point Wealth Advisors
Massachusetts
$1.37M -$155K -2,455 -10%
DC
272
Davenport & Co
Virginia
$1.36M +$337K +5,328 +33%
TCOTS
273
Trust Company of the South
North Carolina
$1.33M – – –
MGWA
274
Monument Group Wealth Advisors
Massachusetts
$1.32M +$61.2K +967 +5%
IPW
275
Intergy Private Wealth
Colorado
$1.31M – – –
9 10
11
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