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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 %
HWP
551
Highline Wealth Partners
California
$111K -$6.33K -100 -5%
TWC
552
TD Waterhouse Canada
Ontario, Canada
$111K -$687 -11 -0.6%
CFD
553
Creative Financial Designs
Indiana
$106K -$5.32K -84 -5%
TC
554
Trust Company
Kansas
$105K – – –
TF
555
Tompkins Financial
New York
$99.4K -$63 -1 -0.1%
HB
556
Horizon Bancorp
Indiana
$93K -$25.1K -396 -21%
EBA
557
Eagle Bay Advisors
New York
$90.3K -$32.2K -509 -26%
ITIM
558
Indiana Trust & Investment Management
Indiana
$88K – – –
HCP
559
Hexagon Capital Partners
Arkansas
$80K +$14.8K +233 +23%
PTC
560
Private Trust Company
Ohio
$79.4K +$507 +8 +0.6%
CFGS
561
Concourse Financial Group Securities
Alabama
$77.8K – – –
FWA
562
FSC Wealth Advisors
New York
$76.7K +$42.6K +673 +125%
AF
563
Advisornet Financial
Minnesota
$76.2K – – –
RIL
564
Rothschild Investment LLC
Illinois
$74.5K – – –
CWC
565
Carolinas Wealth Consulting
North Carolina
$74.3K +$74.3K +1,174 New
GI
566
Gradient Investments
Minnesota
$72.6K +$4.37K +69 +6%
MCA
567
Maryland Capital Advisors
Maryland
$72.3K -$2.98K -47 -4%
WT
568
Whittier Trust
California
$66.4K – – –
BFS
569
Burkett Financial Services
South Carolina
$65.5K – – –
MFA
570
McClarren Financial Advisors
Pennsylvania
$64K – – –
GBT
571
Grove Bank & Trust
Florida
$63.6K – – –
CPG
572
Custom Portfolio Group
Colorado
$59K – – –
AA
573
Addison Advisors
Vermont
$58.6K – – –
AWM
574
Abound Wealth Management
Tennessee
$57.5K – – –
EWP
575
Elevation Wealth Partners
California
$56.9K +$760 +12 +1%
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