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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 %
VAG
451
Vannoy Advisory Group
Texas
$280K – – –
TCM
452
Tufton Capital Management
Maryland
$273K -$35K -568 -11%
Prudential Financial
453
Prudential Financial
New Jersey
$273K +$27.9K +453 +11%
SAI
454
Savvy Advisors Inc
New York
$271K -$57.1K -926 -17%
TFM
455
TFC Financial Management
Massachusetts
$270K +$4.99K +81 +2%
PWMG
456
Pioneer Wealth Management Group
Texas
$270K -$119K -1,926 -31%
Empower Advisory Group
457
Empower Advisory Group
Colorado
$269K -$6.6K -107 -2%
CM
458
Columbus Macro
Pennsylvania
$266K -$2.01K -32 -0.7%
Betterment LLC
459
Betterment LLC
New York
$264K +$14.8K +241 +6%
UCFA
460
United Capital Financial Advisors
Texas
$264K +$264K +4,280 New
CGA
461
Crescent Grove Advisors
Illinois
$263K +$3.82K +62 +1%
IBOK
462
Independence Bank of Kentucky
Kentucky
$261K – – –
SSW
463
Stone Summit Wealth
Florida
$260K – – –
KPWG
464
KFA Private Wealth Group
Virginia
$259K -$241K -3,913 -48%
FRA
465
Frank Rimerman Advisors
California
$258K – – –
FVIM
466
Fort Vancouver Investment Management
Washington
$254K +$254K +4,125 New
ECM
467
Evergreen Capital Management
Washington
$254K +$308 +5 +0.1%
T
468
TrueFG
Texas
$254K +$801 +13 +0.3%
WWM
469
Western Wealth Management
Colorado
$251K -$104K -1,686 -29%
VA
470
Valmark Advisers
Ohio
$251K +$39.7K +644 +19%
VCM
471
Vivaldi Capital Management
Illinois
$249K – – –
BFG
472
Berger Financial Group
Minnesota
$249K -$7.52K -122 -3%
LL
473
LPWM LLC
Minnesota
$247K -$5.58K -89 -2%
SFM
474
Signet Financial Management
New Jersey
$245K -$672K -10,899 -73%
HWM
475
HB Wealth Management
Georgia
$242K -$1.66K -27 -0.7%
17 18
19
20 21