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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
+$177M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$130M
3
Natixis Advisors
Natixis Advisors
Massachusetts
+$55.9M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$42.6M
5
BlackRock
BlackRock
New York
+$25M

Top Sellers

1
Jane Street
Jane Street
New York
-$254M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$175M
3
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$105M
4
LSAG
Lake Street Advisors Group
New Hampshire
-$29.6M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$26.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
326
Allegheny Financial Group
Pennsylvania
$690K +$93.9K +1,524 +16%
BCM
327
BluePointe Capital Management
California
$683K – – –
CFG
328
Clayton Financial Group
Missouri
$682K – – –
WHCFA
329
William Howard & Co Financial Advisors
Tennessee
$674K -$56.5K -917 -8%
ADL
330
Asset Dedication LLC
California
$674K -$101K -1,640 -13%
SAG
331
SageView Advisory Group
California
$672K +$672K +10,905 New
Carson Wealth (CWM LLC)
332
Carson Wealth (CWM LLC)
Nebraska
$659K -$46.9K -762 -7%
PWM
333
PBMares Wealth Management
Virginia
$659K +$555 +9 +0.1%
MFIM
334
Mesirow Financial Investment Management
Illinois
$656K +$5.92K +96 +0.9%
MG
335
Mather Group
Illinois
$654K -$17.2K -271 -3%
BCM
336
Becker Capital Management
Oregon
$643K -$16.3K -265 -2%
OC
337
Oppenheimer & Co
New York
$639K -$200K -3,250 -24%
GS
338
GTS Securities
New York
$638K +$638K +10,358 New
DACG
339
Donor Advised Charitable Giving
California
$620K +$17.1K +277 +3%
JWCA
340
J.W. Cole Advisors
Florida
$618K -$22.5K -365 -4%
National Bank of Canada
341
National Bank of Canada
Quebec, Canada
$613K -$2.15K -35 -0.3%
FIA
342
Foundations Investment Advisors
Arizona
$604K +$167K +2,707 +38%
AOWM
343
Alpha Omega Wealth Management
Virginia
$599K +$8.63K +140 +1%
SLT
344
St Louis Trust
Missouri
$597K – – –
PWPS
345
Pinnacle Wealth Planning Services
Ohio
$596K -$555 -9 -0.1%
IFA
346
Index Fund Advisors
California
$595K -$10.8K -175 -2%
Janney Montgomery Scott
347
Janney Montgomery Scott
Pennsylvania
$587K -$132K -2,134 -18%
RLWM
348
RF&L Wealth Management
Massachusetts
$579K +$123 +2 +0%
CIBC World Market
349
CIBC World Market
Ontario, Canada
$579K -$10.9M -177,017 -95%
SWP
350
Stratos Wealth Partners
Ohio
$577K +$32.5K +528 +6%
12 13
14
15 16