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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 %
RWM
451
Ritholtz Wealth Management
New York
$350K +$1.96K +31 +0.6%
MSAM
452
Moloney Securities Asset Management
Missouri
$344K -$24.3K -383 -7%
AWM
453
AllSquare Wealth Management
New York
$344K – – –
ARC
454
Advisor Resource Council
Texas
$342K +$342K +5,526 New
CFO
455
Collective Family Office
Pennsylvania
$338K -$8.55K -135 -2%
SAI
456
Savvy Advisors Inc
New York
$337K -$120K -1,889 -26%
TSW
457
Thompson Siegel & Walmsley
Virginia
$334K +$8.37K +132 +3%
EWA
458
EP Wealth Advisors
California
$334K -$10.8K -170 -3%
SI
459
Stephens Inc
Arkansas
$333K – – –
PFS
460
Prospera Financial Services
Texas
$328K +$20.9K +330 +7%
Squarepoint
461
Squarepoint
New York
$324K +$324K +5,109 New
SWC
462
Spectrum Wealth Counsel
Indiana
$323K – – –
VFA
463
Valeo Financial Advisors
Indiana
$321K -$48.4K -790 -13%
MF
464
Meridian Financial
Massachusetts
$321K – – –
TCM
465
Tufton Capital Management
Maryland
$317K -$3.1K -49 -1%
GKIM
466
GW&K Investment Management
Massachusetts
$315K +$253K +4,000 +408%
BFA
467
Beaumont Financial Advisors
Massachusetts
$313K +$34.2K +540 +12%
PCIA
468
Prime Capital Investment Advisors
Kansas
$313K -$1.2K -19 -0.4%
Susquehanna International Group
469
Susquehanna International Group
Pennsylvania
$313K -$7.34M -115,972 -96%
FFA
470
Farther Finance Advisors
California
$311K +$61.5K +975 +25%
PWS
471
Peloton Wealth Strategists
Indiana
$309K +$127 +2 +0%
KCPG
472
Kavar Capital Partners Group
Kansas
$303K -$328K -5,179 -52%
CCA
473
Cobblestone Capital Advisors
New York
$294K – – –
NA
474
Navellier & Associates
Nevada
$290K -$17K -268 -6%
VAG
475
Vannoy Advisory Group
Texas
$288K – – –
17 18
19
20 21