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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

656 hedge funds and large institutions have $6.6B invested in iShares MSCI EAFE Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 224 increasing their positions, 249 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
656
Holders Change
-24
Holders Change %
-3.53%
% of All Funds
9.54%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
55
Increased
224
Reduced
249
Closed
70
Calls
$647K
Puts
$6.44M
Net Calls
-$5.8M
Net Calls Change
-$5.15M

Top Buyers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$485M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$334M
3
Natixis Advisors
3
Natixis Advisors
Massachusetts
$500M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$81M
5
BlackRock
5
BlackRock
New York
$213M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$780M
3
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$219M
4
LSAG
4
Lake Street Advisors Group
New Hampshire
$8.51M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EW
601
Element Wealth
Mississippi
$14.7K – – –
CAS
602
Coppell Advisory Solutions
Texas
$14.4K +$14.4K +233 New
MM
603
Main Management
California
$14K – – –
HT
604
Headlands Technologies
Illinois
$13.4K +$13.4K +218 New
NOI
605
Newton One Investments
Delaware
$12.6K +$185 +3 +1%
WIA
606
Wetzel Investment Advisors
Indiana
$12.5K – – –
AWM
607
Angeles Wealth Management
California
$12.2K – – –
AA
608
AlphaMark Advisors
Kentucky
$12K – – –
SAG
609
Spotlight Asset Group
Illinois
$11.1K – – –
C
610
Covestor
United Kingdom
$11K +$3.01K +49 +38%
FP
611
Financial Perspectives
Minnesota
$9.8K +$617 +10 +7%
CTWM
612
Cherry Tree Wealth Management
Minnesota
$9.43K – – –
CT
613
Clearstead Trust
Maine
$8.26K – – –
VWWMG
614
Vermillion & White Wealth Management Group
Pennsylvania
$8.26K – – –
GLR
615
Great Lakes Retirement
Ohio
$8.18K +$8.18K +133 New
AW
616
Avion Wealth
Texas
$8K +$119 +2 +2%
APC
617
Aspire Private Capital
North Carolina
$7.71K – – –
FWP
618
FAS Wealth Partners
Kansas
$7.64K – – –
CFO
619
CVA Family Office
Colorado
$7.4K – – –
BLC
620
Brown, Lisle/Cummings
Rhode Island
$7.34K – – –
NMG
621
New Millennium Group
Utah
$6.84K +$6.84K +111 New
MSG
622
Main Street Group
Virginia
$5.53K -$1.66K -27 -23%
PWA
623
Provenance Wealth Advisors
Florida
$5.36K +$5.36K +87 New
WB
624
Webster Bank
Connecticut
$5.12K – – –
ME
625
McIlrath & Eck
Washington
$5K +$62 +1 +1%
23 24
25
26 27