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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
$485M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$334M
3
Natixis Advisors
Natixis Advisors
Massachusetts
$500M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$81M
5
BlackRock
BlackRock
New York
$213M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
Jones Financial Companies
Jones Financial Companies
Missouri
$780M
3
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$219M
4
LSAG
Lake Street Advisors Group
New Hampshire
$8.51M
5
Russell Investments Group
Russell Investments Group
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
376
Johnson Investment Counsel
Ohio
$496K -$12.3K -200 -2%
KWM
377
Kingsview Wealth Management
Oregon
$496K +$25.1K +407 +5%
PGFC
378
Peapack-Gladstone Financial Corp
New Jersey
$485K +$25K +406 +5%
SF
379
Synovus Financial
Georgia
$482K +$3.14K +51 +0.7%
PP
380
Prudential plc
United Kingdom
$475K -$49.9K -810 -10%
PA
381
Parallel Advisors
California
$471K +$9.37K +152 +2%
WCF
382
West Coast Financial
California
$468K – – –
JFG
383
JMG Financial Group
Illinois
$462K – – –
WPC
384
Wedmont Private Capital
Pennsylvania
$461K +$839 +13 +0.2%
RFC
385
Regions Financial Corp
Alabama
$460K -$337K -5,467 -42%
HL
386
HeadInvest LLC
Maine
$459K – – –
SPC
387
Sigma Planning Corp
Michigan
$457K +$555 +9 +0.1%
AP
388
Adero Partners
California
$453K -$332K -5,380 -42%
CWA
389
Cornerstone Wealth Advisors
Minnesota
$452K -$13.3K -215 -3%
MFT
390
Moisand Fitzgerald Tamayo
Florida
$448K +$616 +10 +0.1%
CIC
391
Cutler Investment Counsel
Oregon
$438K – – –
PFS
392
Prospera Financial Services
Texas
$436K +$117K +1,901 +37%
HNB
393
Huntington National Bank
Ohio
$433K -$467K – –
WANY
394
Wealthspire Advisors (New York)
New York
$431K -$938K -15,211 -69%
BHWM
395
Beaird Harris Wealth Management
Texas
$425K -$27.7K -450 -6%
CGPCS
396
Capital Group Private Client Services
California
$424K +$1.6K +26 +0.4%
FIB
397
First Interstate Bank
Montana
$418K – – –
USCWA
398
U.S. Capital Wealth Advisors
Texas
$418K – – –
WPP
399
Whalerock Point Partners
Rhode Island
$413K – – –
RA
400
Rockingstone Advisors
Massachusetts
$410K -$999K -16,215 -71%
14 15
16
17 18