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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 %
Empower Advisory Group
476
Empower Advisory Group
Colorado
$283K -$27.6K -436 -9%
USWIA
477
UP Strategic Wealth Investment Advisors
Pennsylvania
$282K -$10.2K -161 -3%
IA
478
IFP Advisors
Florida
$276K +$116K +1,831 +72%
TFM
479
TFC Financial Management
Massachusetts
$272K +$20.7K +327 +8%
AWM
480
AE Wealth Management
Kansas
$272K -$2.89M -45,643 -91%
CM
481
Columbus Macro
Pennsylvania
$271K -$443 -7 -0.2%
IBOK
482
Independence Bank of Kentucky
Kentucky
$268K – – –
SSW
483
Stone Summit Wealth
Florida
$268K – – –
CGA
484
Crescent Grove Advisors
Illinois
$266K – – –
FRA
485
Frank Rimerman Advisors
California
$265K – – –
BFG
486
Berger Financial Group
Minnesota
$263K -$12.7K -201 -5%
NFG
487
Nations Financial Group
Iowa
$262K -$91.4K -1,443 -26%
ECM
488
Evergreen Capital Management
Washington
$260K -$23.1K -365 -8%
T
489
TrueFG
Texas
$260K +$633 +10 +0.2%
AllianceBernstein
490
AllianceBernstein
Tennessee
$260K -$760 -12 -0.3%
BWIA
491
Bryant Woods Investment Advisors
New York
$258K +$17.2K +271 +7%
VCM
492
Vivaldi Capital Management
Illinois
$257K – – –
NWM
493
Northwest Wealth Management
Iowa
$256K -$887 -14 -0.3%
Betterment LLC
494
Betterment LLC
New York
$256K +$18.7K +295 +8%
GWMR
495
GC Wealth Management RIA
Massachusetts
$255K +$255K +4,031 New
LL
496
LPWM LLC
Minnesota
$252K -$17.2K -275 -6%
TC
497
TownSquare Capital
Utah
$252K +$252K +3,972 New
Prudential Financial
498
Prudential Financial
New Jersey
$252K +$4.43K +70 +2%
HWM
499
HB Wealth Management
Georgia
$251K +$4.43K +70 +2%
FFN
500
Focus Financial Network
Minnesota
$246K +$2.73K +45 +1%
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