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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 %
CIBC Private Wealth Group
326
CIBC Private Wealth Group
Georgia
$900K -$31.3K -497 -3%
WCFA
327
Walkner Condon Financial Advisors
Wisconsin
$883K +$152K +2,406 +21%
TFA
328
Tobias Financial Advisors
Florida
$879K – – –
JJBC
329
James J. Burns & Company
New York
$877K -$483K -7,736 -36%
PCG
330
Prosperity Consulting Group
Maryland
$863K -$769K -12,145 -47%
OC
331
Oppenheimer & Co
New York
$863K -$36.6K -578 -4%
AP
332
Aspect Partners
Virginia
$861K +$44.5K +702 +5%
PFGIA
333
Patriot Financial Group Insurance Agency
Massachusetts
$859K +$35.5K +560 +4%
Citadel Advisors
334
Citadel Advisors
Florida
$854K +$854K +13,478 New
AFG
335
Atomi Financial Group
New York
$852K +$390K +6,157 +84%
GWM
336
Geneos Wealth Management
Colorado
$845K -$48.8K -770 -5%
WP
337
Westmount Partners
California
$844K -$10.5K -166 -1%
BCG
338
BayBridge Capital Group
California
$842K -$34.5K -566 -4%
UL
339
Unionview LLC
Washington
$840K -$2.6K -41 -0.3%
TI
340
Truepoint Inc
Ohio
$831K – – –
MFG
341
Magnus Financial Group
New York
$827K +$38.1K +601 +5%
FWTB
342
First Western Trust Bank
Colorado
$826K – – –
RFC
343
Regions Financial Corp
Alabama
$819K -$1.27K -20 -0.2%
CRC
344
Curi RMB Capital
Illinois
$812K -$94.5K -1,492 -10%
PPW
345
Presilium Private Wealth
Pennsylvania
$810K -$5.07K -80 -0.6%
AP
346
Adero Partners
California
$806K -$183K -2,896 -19%
WCWM
347
Wooster Corthell Wealth Management
Connecticut
$792K -$10.6K -168 -1%
ADL
348
Asset Dedication LLC
California
$792K – – –
PAG
349
Private Advisor Group
New Jersey
$789K -$57.1K -901 -7%
LWM
350
LongView Wealth Management
Georgia
$788K +$5.19K +82 +0.7%
12 13
14
15 16