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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 %
GL
376
Graypoint LLC
New York
$643K -$257K -4,053 -29%
National Bank of Canada
377
National Bank of Canada
Quebec, Canada
$637K +$438K +6,889 +220%
SFA
378
Sequoia Financial Advisors
Ohio
$637K -$51.2K -809 -7%
OIA
379
OneDigital Investment Advisors
Kansas
$634K +$81.2K +1,282 +15%
WGC
380
Watts Gwilliam & Co
Arizona
$634K +$634K +9,906 New
IFA
381
Index Fund Advisors
California
$623K +$5.83K +92 +0.9%
DACG
382
Donor Advised Charitable Giving
California
$620K +$9.56K +151 +2%
PWPS
383
Pinnacle Wealth Planning Services
Ohio
$613K +$9.44K +149 +2%
SLT
384
St Louis Trust
Missouri
$613K – – –
AFG
385
Allegheny Financial Group
Pennsylvania
$612K -$276K -4,361 -31%
AOWM
386
Alpha Omega Wealth Management
Virginia
$607K – – –
Lido Advisors
387
Lido Advisors
California
$598K +$21.3K +337 +4%
RLWM
388
RF&L Wealth Management
Massachusetts
$595K – – –
LG
389
LAM Group
Oregon
$592K -$317 -5 -0.1%
APWM
390
Argonautica Private Wealth Management
Massachusetts
$592K +$1.96K +31 +0.3%
RB
391
Renasant Bank
Mississippi
$591K – – –
EFG
392
Embree Financial Group
Illinois
$588K -$65K -1,027 -10%
SWP
393
Stratos Wealth Partners
Ohio
$560K +$68.8K +1,087 +14%
AWP
394
Accretive Wealth Partners
New Jersey
$556K +$690 +11 +0.1%
CSPIA
395
Cary Street Partners Investment Advisory
Virginia
$555K -$2.04K -91 -0.4%
DWA
396
Douglass Winthrop Advisors
New York
$550K +$550K +8,680 New
ATI
397
ARK & TLK Investments
Oklahoma
$548K – – –
TP
398
Tranquility Partners
Tennessee
$544K – – –
1WM
399
1900 Wealth Management
Texas
$544K -$8.55K -135 -2%
BFO
400
Biltmore Family Office
North Carolina
$542K -$77.7K -1,227 -13%
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