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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 %
LG
351
LAM Group
Oregon
$576K -$308 -5 -0.1%
CIBC Private Wealth Group
352
CIBC Private Wealth Group
Georgia
$573K -$321K -5,128 -36%
APWM
353
Argonautica Private Wealth Management
Massachusetts
$572K -$4.32K -70 -0.7%
AIA
354
Alera Investment Advisors
Illinois
$564K -$109K -1,766 -16%
VFPI
355
Vantage Financial Partners (Illinois)
Illinois
$554K -$96.8K -1,570 -15%
SFA
356
Sequoia Financial Advisors
Ohio
$553K -$66.6K -1,080 -11%
FSWA
357
Financial Synergies Wealth Advisors
Texas
$550K -$129K -2,100 -19%
AWP
358
Accretive Wealth Partners
New Jersey
$546K -$185 -3 -0%
SF
359
Summit Financial
New Jersey
$545K +$105K +1,699 +24%
1WM
360
1900 Wealth Management
Texas
$537K +$7.77K +126 +1%
DWA
361
Douglass Winthrop Advisors
New York
$535K – – –
OIA
362
OneDigital Investment Advisors
Kansas
$534K -$83.1K -1,348 -13%
AFG
363
Atomi Financial Group
New York
$533K -$296K -4,794 -36%
PCG
364
Prosperity Consulting Group
Maryland
$533K -$307K -4,988 -37%
TP
365
Tranquility Partners
Tennessee
$529K – – –
RPSA
366
Richard P. Slaughter Associates
Texas
$528K +$4.93K +80 +0.9%
BFO
367
Biltmore Family Office
North Carolina
$527K – – –
Lido Advisors
368
Lido Advisors
California
$524K -$58.1K -942 -10%
FHA
369
First Horizon Advisors
Tennessee
$522K – – –
SA
370
Sanctuary Advisors
Indiana
$518K +$518K +8,449 New
MWM
371
Modern Wealth Management
Kansas
$517K +$517K +8,395 New
American Century Companies
372
American Century Companies
Missouri
$513K -$374K -6,068 -42%
CSPIA
373
Cary Street Partners Investment Advisory
Virginia
$506K -$11.6K -553 -2%
EFG
374
Embree Financial Group
Illinois
$499K -$73.8K -1,197 -13%
ATI
375
ARK & TLK Investments
Oklahoma
$498K -$35.1K -569 -7%
13 14
15
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