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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 %
FIA
426
Foundations Investment Advisors
Arizona
$449K -$171K -2,704 -28%
PWM
427
Partnership Wealth Management
Maryland
$448K +$7.47K +118 +2%
LA
428
Latitude Advisors
Florida
$444K -$3.86K -61 -0.9%
AIM
429
Athena Investment Management
California
$441K – – –
CGPCS
430
Capital Group Private Client Services
California
$434K – – –
FIB
431
First Interstate Bank
Montana
$429K – – –
USCWA
432
U.S. Capital Wealth Advisors
Texas
$429K -$99.7K -1,575 -19%
WPP
433
Whalerock Point Partners
Rhode Island
$424K – – –
BWM
434
Brickley Wealth Management
California
$417K – – –
NB
435
Nicolet Bankshares
Wisconsin
$407K +$22.4K +354 +6%
RJT
436
Raymond James Trust
Florida
$403K -$21.5K -340 -5%
CBFP
437
Cedar Brook Financial Partners
Ohio
$399K +$12.9K +203 +3%
PWMG
438
Pioneer Wealth Management Group
Texas
$399K -$220K -3,469 -36%
CMP
439
Courage Miller Partners
Virginia
$387K -$16.6K -262 -4%
WI
440
WrapManager Inc
California
$383K -$54.9K -867 -13%
IAN
441
Integrated Advisors Network
Texas
$380K -$4.05K -64 -1%
BFPW
442
BOK Financial Private Wealth
Colorado
$378K +$76K +1,200 +25%
LA
443
LM Advisors
California
$367K +$367K +5,798 New
WWM
444
Western Wealth Management
Colorado
$365K -$11K -174 -3%
LSPW
445
Lake Street Private Wealth
Illinois
$362K +$14.4K +228 +4%
CIA
446
Compass Ion Advisors
Pennsylvania
$362K -$25.4K -401 -7%
EWS
447
Evergreen Wealth Solutions
Pennsylvania
$356K – – –
CCA
448
Criterion Capital Advisors
Tennessee
$356K +$13.2K +208 +4%
BAM
449
Belpointe Asset Management
Nevada
$356K -$5.38K -85 -1%
AA
450
Ancora Advisors
Ohio
$351K – – –
16 17
18
19 20