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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 %
FA
251
FDx Advisors
Illinois
$1.46M -$35.1K -570 -2%
WFAG
252
Wescott Financial Advisory Group
Pennsylvania
$1.44M +$102K +1,651 +8%
AA
253
Axiom Advisory
California
$1.43M +$1.43M +22,754 New
PWA
254
Physician Wealth Advisors
Utah
$1.42M -$93K -1,440 -6%
NA
255
Nottingham Advisors
New York
$1.41M +$324K +5,250 +30%
MA
256
Mutual Advisors
Nebraska
$1.41M +$889 +14 +0.1%
LF
257
Lee Financial
Texas
$1.4M -$13K -211 -0.9%
CPA
258
Cardiff Park Advisors
California
$1.4M +$3.02K +49 +0.2%
EAM
259
Evanson Asset Management
California
$1.4M +$62 +1 +0%
P
260
&Partners
Tennessee
$1.36M +$206K +3,336 +18%
MAM
261
McLean Asset Management
Virginia
$1.35M +$420K +6,646 +45%
R
262
Rebalance
California
$1.35M – – –
RFWA
263
RPg Family Wealth Advisory
Massachusetts
$1.35M +$1.35M +21,925 New
GPWA
264
Great Point Wealth Advisors
Massachusetts
$1.33M – – –
SFP
265
Sterling Financial Planning
New Jersey
$1.31M -$161K -2,614 -11%
TCOTS
266
Trust Company of the South
North Carolina
$1.3M – – –
MGWA
267
Monument Group Wealth Advisors
Massachusetts
$1.28M – – –
Cerity Partners
268
Cerity Partners
New York
$1.28M +$607K +9,845 +90%
IPW
269
Intergy Private Wealth
Colorado
$1.27M +$185 +3 +0%
SIMC
270
Squire Investment Management Company
Utah
$1.22M +$135K +2,187 +12%
SFS
271
Sowell Financial Services
Arkansas
$1.2M +$18.3K +297 +2%
BCG
272
Breakwater Capital Group
New Jersey
$1.19M +$218K +3,532 +22%
WCM
273
Wealthcare Capital Management
Virginia
$1.19M -$11.6K -188 -1%
Rockefeller Capital Management
274
Rockefeller Capital Management
New York
$1.18M +$23.2K +377 +2%
TC
275
TAGStone Capital
North Carolina
$1.18M -$32.2K -522 -3%
9 10
11
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