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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
$254M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$316M
3
Natixis Advisors
Natixis Advisors
Massachusetts
$457M
4
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$26.2M
5
OMC
Old Mission Capital
Illinois
$21.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$175M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$981M
3
WTB
Washington Trust Bank
Washington
$6.39M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$210M
5
MCCA
Mill Creek Capital Advisors
Pennsylvania
$21.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GGS
501
Galvin Gaustad & Stein
Arizona
$244K -$17.4K -275 -7%
WS
502
Wedbush Securities
California
$239K +$4.12K +65 +2%
CA
503
Cumberland Advisors
Florida
$237K – – –
IIA
504
Integral Investment Advisors
California
$236K +$236K +3,711 New
LW
505
Linscomb Wealth
Texas
$235K – – –
KeyBank National Association
506
KeyBank National Association
Ohio
$233K – – –
GFS
507
GYL Financial Synergies
Connecticut
$232K – – –
TI
508
Trexquant Investment
Connecticut
$229K -$139K -2,192 -38%
CC
509
Callan Capital
California
$223K – – –
FWM
510
Fingerlakes Wealth Management
New York
$223K -$1.46K -23 -0.6%
ITB
511
Idaho Trust Bank
Idaho
$223K +$223K +3,520 New
FVWA
512
Foster Victor Wealth Advisors
South Carolina
$221K – – –
OGF
513
Orin Green Financial
California
$220K -$215K -3,479 Closed
WRPWM
514
Werba Rubin Papier Wealth Management
California
$219K – – –
GHA
515
Granite Harbor Advisors
Texas
$219K -$4.62K -73 -2%
VA
516
Valmark Advisers
Ohio
$217K +$217K +3,427 New
GAM
517
Gemmer Asset Management
California
$215K -$22.8K -360 -10%
ACM
518
Advisors Capital Management
New Jersey
$215K -$3.1K -49 -1%
Luther King Capital Management (LKCM)
519
Luther King Capital Management (LKCM)
Texas
$215K – – –
ES
520
Eagle Strategies
New York
$215K -$1.85M -29,251 -90%
IWA
521
Icon Wealth Advisors
Texas
$213K – – –
FOFP
522
Fee-Only Financial Planning
South Carolina
$212K – – –
EIP
523
Ellis Investment Partners
Pennsylvania
$206K – – –
FFA
524
Frazier Financial Advisors
Ohio
$204K – – –
AG
525
Ascent Group
Virginia
$202K -$17K -269 -8%
19 20
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