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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 %
WI
426
WrapManager Inc
California
$333K -$39.8K -646 -11%
BFA
427
Beaumont Financial Advisors
Massachusetts
$333K +$27.9K +452 +9%
WWWM
428
White Wing Wealth Management
Texas
$330K -$1.22M -19,712 -79%
PWS
429
Peloton Wealth Strategists
Indiana
$328K +$27.7K +450 +9%
CFO
430
Collective Family Office
Pennsylvania
$328K -$1.42K -23 -0.4%
TSW
431
Thompson Siegel & Walmsley
Virginia
$327K +$2.53K +41 +0.8%
SI
432
Stephens Inc
Arkansas
$325K +$863 +14 +0.3%
FFA
433
Farther Finance Advisors
California
$322K +$18.8K +305 +6%
USWIA
434
UP Strategic Wealth Investment Advisors
Pennsylvania
$315K +$40.9K +664 +15%
SWC
435
Spectrum Wealth Counsel
Indiana
$314K – – –
MF
436
Meridian Financial
Massachusetts
$312K +$123 +2 +0%
AQR Capital Management
437
AQR Capital Management
Connecticut
$309K +$309K +5,016 New
GKIM
438
GW&K Investment Management
Massachusetts
$307K – – –
WS
439
Wedbush Securities
California
$301K +$68.5K +1,111 +29%
RWM
440
Ritholtz Wealth Management
New York
$300K -$40.3K -653 -12%
KeyBank National Association
441
KeyBank National Association
Ohio
$300K +$73.2K +1,188 +32%
NW
442
NewEdge Wealth
Pennsylvania
$300K -$992K -16,093 -77%
EWA
443
EP Wealth Advisors
California
$299K -$26.4K -428 -8%
IA
444
IFP Advisors
Florida
$296K +$27.3K +443 +10%
KCPG
445
Kavar Capital Partners Group
Kansas
$295K – – –
AllianceBernstein
446
AllianceBernstein
Tennessee
$287K +$34.7K +563 +14%
CCA
447
Cobblestone Capital Advisors
New York
$287K – – –
Fisher Asset Management
448
Fisher Asset Management
Washington
$283K +$283K +4,598 New
PCIA
449
Prime Capital Investment Advisors
Kansas
$283K -$21.8K -354 -7%
CB
450
Community Bank
New York
$283K +$283K +4,584 New
16 17
18
19 20