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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 %
JWA
651
JFS Wealth Advisors
Pennsylvania
$6.86K +$3.88K +61 +130%
WB
652
Webster Bank
Connecticut
$5.26K – – –
MAWCM
653
Mine & Arao Wealth Creation & Management
California
$5.13K – – –
ME
654
McIlrath & Eck
Washington
$5.07K – – –
HFS
655
Hantz Financial Services
Michigan
$5K +$5K +82 New
SWA
656
SOA Wealth Advisors
New York
$4.81K – – –
CNBTD
657
Citizens National Bank Trust Department
Mississippi
$4.75K – – –
GWANC
658
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.12K -$35.1K -554 -89%
VCM
659
Versant Capital Management
Arizona
$3.93K – – –
BCMLT
660
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.93K – – –
HR
661
Howe & Rusling
New York
$3.86K +$3.86K +61 New
DFA
662
DHJJ Financial Advisors
Illinois
$3.55K – – –
OC
663
Oakworth Capital
Alabama
$3.42K +$3.42K +54 New
NC
664
NewSquare Capital
Pennsylvania
$3.17K – – –
EWM
665
EPG Wealth Management
Georgia
$2.72K – – –
AIM
666
Anchor Investment Management
South Carolina
$2.66K – – –
WIM
667
Westside Investment Management
California
$2.6K – – –
BIA
668
Bell Investment Advisors
California
$2.09K – – –
First Manhattan
669
First Manhattan
New York
$1.65K – – –
DF
670
DecisionPoint Financial
Arizona
$1.6K – – –
SS
671
Sunbelt Securities
Texas
$1.58K – – –
TC
672
Truvestments Capital
Florida
$1.58K +$1.58K +25 New
AIC
673
Archer Investment Corporation
Indiana
$1.39K – – –
WWP
674
WR Wealth Planners
Missouri
$1.27K +$1.27K +20 New
JWM
675
Janiczek Wealth Management
Colorado
$1.2K – – –
25 26
27
28 29