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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 %
AWA
276
Aletheian Wealth Advisors
Washington
$1.14M +$62 +1 +0%
TIM
277
Tortoise Investment Management
New York
$1.11M -$22.8K -370 -2%
PBT
278
Pictet Bank & Trust
Bahamas
$1.1M – – –
GAM
279
GEM Asset Management
Michigan
$1.09M – – –
CA
280
Continuum Advisory
Idaho
$1.08M +$5.05K +82 +0.5%
BI
281
Berkeley Inc
Idaho
$1.07M +$13K +211 +1%
MGW
282
MB Generational Wealth
Washington
$1.06M +$370K +6,004 +53%
FFM
283
Forum Financial Management
Illinois
$1.06M – – –
BWA
284
Beam Wealth Advisors
Louisiana
$1.01M +$1.01M +16,459 New
AWS
285
Atria Wealth Solutions
New York
$1.01M -$212K -3,436 -17%
CA
286
Clearstead Advisors
Ohio
$1.01M -$65.9K -1,069 -6%
WPWM
287
Windward Private Wealth Management
Kansas
$1M -$36.5K -592 -4%
DWT
288
Dorsey & Whitney Trust
South Dakota
$994K -$86.3K -1,400 -8%
FLPIM
289
F.L. Putnam Investment Management
Massachusetts
$984K +$91.9K +1,491 +10%
WCM
290
Windham Capital Management
Massachusetts
$977K – – –
WPW
291
Waldron Private Wealth
Pennsylvania
$976K – – –
KAS
292
Kestra Advisory Services
Texas
$971K +$31.4K +510 +3%
ICP
293
Interchange Capital Partners
Pennsylvania
$969K -$50.5K -820 -5%
HG
294
Harbor Group
New Hampshire
$968K -$56K -909 -5%
SWA
295
Sax Wealth Advisors
New Jersey
$954K +$63.1K +1,023 +7%
ACA
296
Aptus Capital Advisors
Alabama
$938K +$282K +4,567 +43%
SB
297
Strategic Blueprint
Georgia
$932K +$12.8K +207 +1%
GA
298
GFS Advisors
Texas
$887K -$24.6M -13,886 -97%
CWM
299
Cahill Wealth Management
Michigan
$879K -$9.31K -151 -1%
BCG
300
BayBridge Capital Group
California
$874K +$24.3K +394 +3%
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