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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 %
CAL
526
Capital Advisors Ltd
Ohio
$201K – – –
WCWM
527
Willow Creek Wealth Management
California
$201K +$201K +3,173 New
SIC
528
Samalin Investment Counsel
New York
$201K -$18.1K -285 -8%
NRI
529
NFP Retirement Inc
California
$201K +$201K +3,170 New
CA
530
CoreCap Advisors
Michigan
$199K -$6.27K -99 -3%
KFI
531
Key Financial Inc
Pennsylvania
$198K – – –
RTL
532
Red Tortoise LLC
Georgia
$183K -$1.46K -23 -0.8%
CSWM
533
Cassady Schiller Wealth Management
Ohio
$182K – – –
GIA
534
GHP Investment Advisors
Colorado
$180K – – –
S
535
SignatureFD
Georgia
$175K +$34.6K +547 +25%
CIR
536
Clear Investment Research
Georgia
$169K +$6.15K +97 +4%
VNA
537
Valley National Advisers
Pennsylvania
$161K -$67.8K -1,076 -30%
CIAS
538
CBIZ Investment Advisory Services
Ohio
$160K +$160K +2,534 New
AAP
539
Arax Advisory Partners
Colorado
$156K – – –
SSB
540
Sandy Spring Bank
Maryland
$148K +$47.6K +751 +47%
SIC
541
SJS Investment Consulting
Ohio
$139K – – –
PFM
542
Phillips Financial Management
Indiana
$136K – – –
JFG
543
JDM Financial Group
Texas
$133K – – –
SMA
544
Sage Mountain Advisors
Georgia
$132K – – –
DWM
545
Dogwood Wealth Management
Kansas
$123K -$33.9K -535 -22%
NS
546
NBC Securities
Alabama
$119K – – –
GWS
547
Glassman Wealth Services
Virginia
$113K – – –
HI
548
Harbour Investments
Wisconsin
$113K -$3.23K -51 -3%
SWM
549
Spire Wealth Management
Virginia
$112K – – –
W
550
WealthCollab
Washington
$112K – – –
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