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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
+$186M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$50.5M
3
Natixis Advisors
Natixis Advisors
Massachusetts
+$47.1M
4
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
+$26.2M
5
OMC
Old Mission Capital
Illinois
+$14M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$404M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$234M
3
WTB
Washington Trust Bank
Washington
-$89.9M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$72.4M
5
MCCA
Mill Creek Capital Advisors
Pennsylvania
-$54.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HG
301
Harbor Group
New Hampshire
$1.05M -$53.8K -850 -5%
MA
302
MAS Advisors
Florida
$1.05M – – –
GT
303
Glenview Trust
Kentucky
$1.04M -$12.7K -200 -1%
WCM
304
Windham Capital Management
Massachusetts
$1M – – –
WPW
305
Waldron Private Wealth
Pennsylvania
$1M – – –
BCG
306
Breakwater Capital Group
New Jersey
$1M +$77K +1,216 +8%
PPC
307
Park Place Capital
Alabama
$966K -$804K -12,697 -45%
KAS
308
Kestra Advisory Services
Texas
$965K -$94.2K -1,488 -9%
RC
309
RBF Capital
California
$950K – – –
SB
310
Strategic Blueprint
Georgia
$945K +$33.3K +526 +4%
SFM
311
Signet Financial Management
New Jersey
$942K -$30.7K -485 -3%
TFG
312
Tilson Financial Group
New Jersey
$939K -$61.9K -977 -6%
LFA
313
Legacy Financial Advisors
Kentucky
$936K +$53.5K +844 +6%
BG
314
Benedetti & Gucer
Georgia
$936K +$54.9K +867 +6%
MAM
315
McLean Asset Management
Virginia
$935K +$12K +190 +1%
MIAS
316
Mason Investment Advisory Services
Virginia
$924K – – –
BSWA
317
Bromfield Sneider Wealth Advisors
Massachusetts
$921K +$161K +2,540 +21%
CFP
318
Catalyst Financial Partners
Massachusetts
$917K +$657K +10,844 +253%
FLPIM
319
F.L. Putnam Investment Management
Massachusetts
$916K -$15.4K -243 -2%
SWA
320
Sax Wealth Advisors
New Jersey
$915K -$27.8K -439 -3%
CWM
321
Cahill Wealth Management
Michigan
$912K -$27.7K -437 -3%
BF
322
BOK Financial
Oklahoma
$912K +$1.89K +30 +0.2%
American Century Companies
323
American Century Companies
Missouri
$911K -$3.93M -61,986 -81%
GA
324
GFS Advisors
Texas
$911K -$21.7K -343 -2%
GP
325
Girard Partners
Pennsylvania
$907K -$903K -14,261 -50%
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