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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 %
CMBA
601
C.M. Bidwell & Associates
Hawaii
$28.6K – – –
VWM
602
Venturi Wealth Management
Texas
$27.7K – – –
DPW
603
DiNuzzo Private Wealth
Pennsylvania
$25.6K – – –
TCM
604
Tradewinds Capital Management
Washington
$25.3K – – –
CT
605
Colonial Trust
South Carolina
$24.6K – – –
GJIA
606
Glass Jacobson Investment Advisors
Maryland
$24.2K -$206K -3,242 -89%
DJSG
607
D.J. St. Germain
Massachusetts
$22.5K – – –
TAM
608
Tucker Asset Management
Colorado
$21.1K +$21.1K +333 New
WT
609
Washington Trust
Rhode Island
$20.8K -$44.1K -696 -68%
HF
610
Halpern Financial
Virginia
$20.4K – – –
CMP
611
Coston McIsaac & Partners
Maine
$19K – – –
FCAS
612
First Command Advisory Services
Texas
$19K +$19K +300 New
CPA
613
Clear Point Advisors
New York
$18.8K – – –
TFGT
614
TS Financial Group (TSFG)
Illinois
$18K – – –
PB
615
Pinnacle Bancorp
Nebraska
$17.7K – – –
WTC
616
WhitTier Trust Company
Nevada
$17.6K – – –
CB
617
CNB Bank
Pennsylvania
$16.8K -$9.5K -150 -36%
TFA
618
Toth Financial Advisory
Virginia
$16.4K -$1.02K -16 -6%
TCPW
619
Twin City Private Wealth
North Carolina
$16.3K +$16.3K +257 New
SIC
620
Salem Investment Counselors
North Carolina
$15.8K – – –
EW
621
Element Wealth
Mississippi
$15.1K – – –
MM
622
Main Management
California
$14K – – –
NCTC
623
New Covenant Trust Company
Indiana
$13.9K +$13.9K +220 New
FFWA
624
FRG Family Wealth Advisors
Washington
$13.8K +$13.8K +225 New
AA
625
AlphaMark Advisors
Kentucky
$13K – – –
23 24
25
26 27