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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 %
FRA
576
Front Row Advisors
California
$56.5K +$55.5K +877 +5,847%
DAM
577
Delta Asset Management
Tennessee
$55.5K – – –
CIAS
578
Capital Investment Advisory Services
North Carolina
$51.9K +$507 +8 +1%
PCWA
579
Pacific Capital Wealth Advisors
California
$51.3K – – –
PO
580
Private Ocean
California
$49.7K +$10.1K +159 +25%
BTI
581
Blue Trust Inc
Georgia
$49.5K -$43.3K -684 -47%
BWL
582
Bogart Wealth LLC
Virginia
$48.5K -$1.09M -17,185 -96%
NIC
583
Northwest Investment Counselors
Oregon
$47.5K +$47.5K +750 New
TRCT
584
Tower Research Capital (TRC)
New York
$45.4K +$22K +348 +94%
SAM
585
Smartleaf Asset Management
Massachusetts
$44.4K +$18.9K +297 +74%
JFA
586
JNBA Financial Advisors
Minnesota
$44.3K – – –
MIA
587
MeadowBrook Investment Advisors
Michigan
$42K – – –
MPWT
588
MassMutual Private Wealth & Trust
Connecticut
$42K – – –
CSC
589
Caldwell Sutter Capital
California
$41.7K +$41.4K +654 +13,080%
TH
590
TCTC Holdings
Texas
$41.7K +$41.7K +659 New
CWM
591
Cranbrook Wealth Management
Michigan
$39.5K – – –
HGERS
592
Householder Group Estate & Retirement Specialist
Arizona
$39.2K +$507 +8 +1%
CSB
593
City State Bank
Iowa
$39K – – –
CWM
594
CarsonAllaria Wealth Management
Illinois
$38.9K +$33.4K +527 +606%
EWA
595
EverSource Wealth Advisors
Alabama
$38.6K +$36.7K +600 +2,000%
HBW
596
Hazlett, Burt & Watson
West Virginia
$35K – – –
EWA
597
Elevate Wealth Advisory
Georgia
$34.9K -$22.5K -356 -39%
SC
598
Stephens Consulting
Michigan
$33.7K -$7.16K -113 -18%
GI
599
GAMMA Investing
California
$31.7K – – –
CG
600
Cutler Group
California
$31K +$31K +500 New
22 23
24
25 26