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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 %
JSW
701
Journey Strategic Wealth
New Jersey
– -$358K -5,779 Closed
UCFA
702
United Capital Financial Advisors
Texas
– -$334K -5,397 Closed
FG
703
Foster Group
Iowa
– -$267K -4,731 Closed
NL
704
Navalign LLC
California
– -$256K -4,135 Closed
TNA
705
True North Advisors
Texas
– -$249K -4,020 Closed
AWA
706
Arete Wealth Advisors
Illinois
– -$235K -3,802 Closed
WPW
707
Watershed Private Wealth
Illinois
– -$230K -3,714 Closed
HSA
708
HBK Sorce Advisory
Pennsylvania
– -$228K -3,684 Closed
HCA
709
Harbour Capital Advisors
Virginia
– -$213K -3,524 Closed
EWS
710
Eagle Wealth Strategies
New Jersey
– -$216K -3,494 Closed
AFS
711
Annapolis Financial Services
Maryland
– -$156K -2,522 Closed
FWM
712
Focused Wealth Management
New York
– -$150K -2,425 Closed
LPP
713
Life Planning Partners
Florida
– -$127K -2,045 Closed
AC
714
AlphaCore Capital
California
– -$126K -2,035 Closed
EDRH
715
Edmond de Rothschild Holding
Switzerland
– -$78.3K -1,265 Closed
WP
716
WealthShield Partners
North Carolina
– -$66K -1,067 Closed
SIS
717
Sound Income Strategies
Florida
– -$64.9K -1,048 Closed
IPW
718
Impact Partnership Wealth
Georgia
– -$64.7K -1,045 Closed
RFG
719
REAP Financial Group
Texas
– -$56.6K -914 Closed
NRC
720
New Republic Capital
North Carolina
– -$40.5K -655 Closed
BL
721
Balentine LLC
Georgia
– -$20.1K -325 Closed
BWP
722
Baldwin Wealth Partners
Massachusetts
– -$19.1K -309 Closed
ODG
723
O'Dell Group
Ohio
– -$16.2K -261 Closed
TWM
724
Tradition Wealth Management
Minnesota
– -$15K -250 Closed
TVAMP
725
Tennessee Valley Asset Management Partners
Tennessee
– -$14.4K -233 Closed
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