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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 %
NW
276
NewEdge Wealth
Pennsylvania
$1.3M +$248K +3,983 +23%
OSAM
277
O'Shaughnessy Asset Management
Connecticut
$1.26M +$165K +2,608 +15%
AWS
278
Atria Wealth Solutions
New York
$1.26M +$73K +1,152 +6%
TC
279
TAGStone Capital
North Carolina
$1.24M +$44.6K +704 +4%
WCM
280
Wealthcare Capital Management
Virginia
$1.23M -$128K -2,028 -9%
SFS
281
Sowell Financial Services
Arkansas
$1.21M -$194K -3,067 -14%
Rockefeller Capital Management
282
Rockefeller Capital Management
New York
$1.19M -$182K -2,881 -13%
AWA
283
Aletheian Wealth Advisors
Washington
$1.17M -$1.52K -24 -0.1%
TIM
284
Tortoise Investment Management
New York
$1.16M -$51K -805 -4%
P
285
&Partners
Tennessee
$1.15M +$282K +4,572 +32%
IWS
286
Integrity Wealth Solutions
Colorado
$1.13M -$331K -5,227 -23%
PBT
287
Pictet Bank & Trust
Bahamas
$1.13M – – –
NA
288
Nottingham Advisors
New York
$1.12M +$32.8K +518 +3%
WN
289
Williams & Novak
California
$1.11M – – –
SIMC
290
Squire Investment Management Company
Utah
$1.11M +$140K +2,204 +14%
CA
291
Clearstead Advisors
Ohio
$1.11M +$637 +10 +0.1%
DWT
292
Dorsey & Whitney Trust
South Dakota
$1.11M – – –
CA
293
Continuum Advisory
Idaho
$1.11M +$32.3K +507 +3%
HIA
294
Harbor Investment Advisory
Maryland
$1.1M -$22.8K -360 -2%
MGW
295
MB Generational Wealth
Washington
$1.09M -$583K -6,004 -35%
BI
296
Berkeley Inc
Idaho
$1.09M -$6.52K -103 -0.6%
FFM
297
Forum Financial Management
Illinois
$1.08M – – –
ICP
298
Interchange Capital Partners
Pennsylvania
$1.07M +$117K +1,809 +12%
GAM
299
GEM Asset Management
Michigan
$1.07M – – –
WPWM
300
Windward Private Wealth Management
Kansas
$1.07M -$143K -2,265 -12%
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