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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 %
ATC
351
Argent Trust Co
Tennessee
$782K -$56.4K -890 -7%
BB
352
Busey Bank
Illinois
$778K – – –
Deutsche Bank
353
Deutsche Bank
Germany
$771K +$37.8K +597 +5%
WHCFA
354
William Howard & Co Financial Advisors
Tennessee
$752K +$752K +11,862 New
Janney Montgomery Scott
355
Janney Montgomery Scott
Pennsylvania
$738K -$994K -15,707 -57%
CA
356
Cetera Advisors
Colorado
$731K +$301K +4,756 +70%
Carson Wealth (CWM LLC)
357
Carson Wealth (CWM LLC)
Nebraska
$726K +$376K +5,928 +107%
MFG
358
Merit Financial Group
Georgia
$724K -$8.41K -134 -1%
TSS
359
Two Sigma Securities
New York
$719K +$719K +11,352 New
BCM
360
BluePointe Capital Management
California
$701K – – –
FSWA
361
Financial Synergies Wealth Advisors
Texas
$698K -$204K -3,219 -23%
AAS
362
Annex Advisory Services
Wisconsin
$693K -$879K -13,881 -56%
Cerity Partners
363
Cerity Partners
New York
$693K -$58.3K -921 -8%
AIA
364
Alera Investment Advisors
Illinois
$692K -$36K -569 -5%
Invesco
365
Invesco
Georgia
$685K +$3.55K +56 +0.5%
CFG
366
Clayton Financial Group
Missouri
$682K +$11.1K +176 +2%
BCM
367
Becker Capital Management
Oregon
$678K – – –
PWM
368
PBMares Wealth Management
Virginia
$676K – – –
ACA
369
Aptus Capital Advisors
Alabama
$675K +$633K +10,003 +1,530%
RWA
370
River Wealth Advisors
Pennsylvania
$674K -$79.2K -1,250 -11%
MA
371
MONECO Advisors
Connecticut
$671K -$321K -5,074 -32%
VFPI
372
Vantage Financial Partners (Illinois)
Illinois
$669K -$99.8K -1,576 -13%
MFIM
373
Mesirow Financial Investment Management
Illinois
$667K -$63 -1 -0%
JWCA
374
J.W. Cole Advisors
Florida
$658K +$4.05K +64 +0.6%
MG
375
Mather Group
Illinois
$656K – – –
13 14
15
16 17