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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 %
AIM
401
Athena Investment Management
California
$410K -$19.7K -320 -5%
LA
402
Latitude Advisors
Florida
$409K -$23.8K -386 -6%
BWM
403
Brickley Wealth Management
California
$406K – – –
SEIA
404
Signature Estate & Investment Advisors
California
$405K +$405K +6,575 New
AAS
405
Annex Advisory Services
Wisconsin
$402K -$272K -4,420 -40%
Kovitz Investment Group Partners
406
Kovitz Investment Group Partners
Illinois
$400K +$400K +6,485 New
RJT
407
Raymond James Trust
Florida
$397K +$4.13K +67 +1%
PWM
408
Partnership Wealth Management
Maryland
$395K -$40.6K -659 -9%
NB
409
Nicolet Bankshares
Wisconsin
$391K -$5.67K -92 -1%
RWA
410
River Wealth Advisors
Pennsylvania
$384K -$272K -4,408 -41%
CMP
411
Courage Miller Partners
Virginia
$377K +$493 +8 +0.1%
IAN
412
Integrated Advisors Network
Texas
$375K +$5.05K +82 +1%
CIA
413
Compass Ion Advisors
Pennsylvania
$374K +$12.4K +196 +3%
BFPW
414
BOK Financial Private Wealth
Colorado
$367K – – –
LSPW
415
Lake Street Private Wealth
Illinois
$361K +$8.51K +138 +2%
RVPG
416
Relative Value Partners Group
$361K +$361K +5,856 New
MSAM
417
Moloney Securities Asset Management
Missouri
$354K +$19.9K +323 +6%
VFA
418
Valeo Financial Advisors
Indiana
$349K +$26.4K +428 +8%
SHGA
419
Sand Hill Global Advisors
California
$347K +$347K +5,623 New
CCA
420
Criterion Capital Advisors
Tennessee
$346K – – –
EWS
421
Evergreen Wealth Solutions
Pennsylvania
$343K -$3.08K -50 -0.9%
AA
422
Ancora Advisors
Ohio
$342K – – –
VIM
423
Vista Investment Management
Pennsylvania
$337K -$174K -2,830 -34%
YIH
424
Y-Intercept (HK)
Hong Kong
$335K +$335K +5,440 New
AWM
425
AllSquare Wealth Management
New York
$334K – – –
15 16
17
18 19