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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 %
Financial Engines Advisors
476
Financial Engines Advisors
California
$241K +$241K +3,903 New
NWM
477
Northwest Wealth Management
Iowa
$240K -$8.94K -145 -4%
AWM
478
AE Wealth Management
Kansas
$240K -$24K -390 -9%
LW
479
Linscomb Wealth
Texas
$238K +$9.49K +154 +4%
MW
480
Maia Wealth
Colorado
$238K +$238K +3,703 New
MA
481
MONECO Advisors
Connecticut
$236K -$417K -6,762 -64%
FVWA
482
Foster Victor Wealth Advisors
South Carolina
$230K +$2.39K +37 +1%
SIC
483
Samalin Investment Counsel
New York
$228K +$32.9K +534 +17%
QWM
484
Quadcap Wealth Management
Texas
$228K +$228K +3,693 New
GFS
485
GYL Financial Synergies
Connecticut
$226K – – –
FWM
486
Fingerlakes Wealth Management
New York
$215K -$2.4K -39 -1%
OGF
487
Orin Green Financial
California
$214K +$214K +3,479 New
CA
488
Cumberland Advisors
Florida
$214K -$16.6K -270 -7%
WCP
489
Wick Capital Partners
Pennsylvania
$213K +$213K +3,461 New
GAM
490
Gemmer Asset Management
California
$213K +$2.9K +47 +1%
ACM
491
Advisors Capital Management
New Jersey
$211K +$1.48K +24 +0.7%
AG
492
Ascent Group
Virginia
$209K +$12.5K +203 +6%
FOFP
493
Fee-Only Financial Planning
South Carolina
$206K – – –
EIP
494
Ellis Investment Partners
Pennsylvania
$202K +$1.79K +29 +0.9%
GGS
495
Galvin Gaustad & Stein
Arizona
$202K -$35.4K -575 -15%
GHA
496
Granite Harbor Advisors
Texas
$202K -$11.2K -182 -5%
FFA
497
Frazier Financial Advisors
Ohio
$200K +$1.67K +27 +0.8%
CAL
498
Capital Advisors Ltd
Ohio
$196K +$308 +5 +0.2%
KFI
499
Key Financial Inc
Pennsylvania
$193K – – –
GIA
500
GHP Investment Advisors
Colorado
$182K +$5.86K +95 +3%
18 19
20
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