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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 %
CC
701
Callan Capital
California
– -$223K -3,524 Closed
ITB
702
Idaho Trust Bank
Idaho
– -$223K -3,520 Closed
WRPWM
703
Werba Rubin Papier Wealth Management
California
– -$219K -3,464 Closed
IWA
704
Icon Wealth Advisors
Texas
– -$213K -3,362 Closed
WCWM
705
Willow Creek Wealth Management
California
– -$201K -3,173 Closed
NRI
706
NFP Retirement Inc
California
– -$201K -3,170 Closed
CA
707
CoreCap Advisors
Michigan
– -$199K -3,145 Closed
PCWA
708
Pacific Capital Wealth Advisors
California
– -$51.3K -810 Closed
NIC
709
Northwest Investment Counselors
Oregon
– -$47.5K -750 Closed
MPWT
710
MassMutual Private Wealth & Trust
Connecticut
– -$42K -663 Closed
CWM
711
CarsonAllaria Wealth Management
Illinois
– -$38.9K -614 Closed
FCAS
712
First Command Advisory Services
Texas
– -$19K -300 Closed
TFA
713
Toth Financial Advisory
Virginia
– -$16.4K -259 Closed
TCPW
714
Twin City Private Wealth
North Carolina
– -$16.3K -257 Closed
FFWA
715
FRG Family Wealth Advisors
Washington
– -$13.8K -225 Closed
NCTC
716
New Covenant Trust Company
Indiana
– -$13.9K -220 Closed
FMP
717
Financial Management Professionals
Texas
– -$12K -191 Closed
TPCW
718
TD Private Client Wealth
New York
– -$10.3K -162 Closed
VL
719
Vima LLC
Michigan
– -$7.38K -124 Closed
FCT
720
First Community Trust
Iowa
– -$7.66K -121 Closed
HFS
721
Hantz Financial Services
Michigan
– -$5K -82 Closed
MAWCM
722
Mine & Arao Wealth Creation & Management
California
– -$5.13K -81 Closed
GWANC
723
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$4.12K -65 Closed
HR
724
Howe & Rusling
New York
– -$3.86K -61 Closed
First Manhattan
725
First Manhattan
New York
– -$1.65K -26 Closed
26 27 28
29
30