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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.

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
1
Jane Street
New York
$254M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$316M
3
Natixis Advisors
3
Natixis Advisors
Massachusetts
$457M
4
WSFS
4
Wilmington Savings Fund Society
Delaware
$38.7M
5
AIMCA
5
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$26.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$175M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$981M
3
WTB
3
Washington Trust Bank
Washington
$6.39M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$210M
5
MCCA
5
Mill Creek Capital Advisors
Pennsylvania
$21.7M
Name Market Value Shares Shares
Change 		Shares
Change %
WA
76
Wealth Architects
California
$12.2M 193,367 -1,029 -0.5%
APW
77
Austin Private Wealth
Texas
$12.1M 191,694 -6,838 -3%
CWA
78
CM Wealth Advisors
Ohio
$12M 189,564 +189,564 New
KA
79
Klingman & Associates
New York
$11.8M 186,938 -1,134 -0.6%
CIBC World Market
80
CIBC World Market
Ontario, Canada
$11.8M 186,413 +7,363 +4%
PPW
81
Parcion Private Wealth
Washington
$11.7M 184,810 -1,848 -1%
PFA
82
Pure Financial Advisors
California
$11.3M 178,736 -1,808 -1%
AA
83
Alesco Advisors
New York
$11.3M 177,748 -2,376 -1%
LFG
84
Larson Financial Group
Missouri
$11M 174,125 +47,090 +37%
SOWBOCOPL
85
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$10.5M 166,219 – –
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$10.5M 165,651 -111,741 -40%
FWP
87
Falcon Wealth Planning
California
$10.1M 158,768 -57,744 -27%
WA
88
Waverly Advisors
Alabama
$9.9M 156,251 -14,585 -9%
Ameriprise
89
Ameriprise
Minnesota
$9.71M 153,244 +4,805 +3%
Mariner
90
Mariner
Kansas
$9.69M 153,070 -199,333 -57%
Wealth Enhancement Advisory Services
91
Wealth Enhancement Advisory Services
Minnesota
$9.44M 148,990 -4,886 -3%
RFA
92
RTD Financial Advisors
Pennsylvania
$9.32M 147,236 +3,003 +2%
CP
93
Covenant Partners
Tennessee
$9.22M 145,544 -6,709 -4%
Citigroup
94
Citigroup
New York
$9.08M 143,391 -49,988 -26%
KM
95
Kabouter Management
Illinois
$8.99M 141,932 -581,541 -80%
WMG
96
WESCAP Management Group
California
$8.59M 135,645 -315 -0.2%
Baird Financial Group
97
Baird Financial Group
Wisconsin
$8.51M 134,383 -504 -0.4%
SC
98
Schoolcraft Capital
Colorado
$8.36M 131,988 -4,359 -3%
Barclays
99
Barclays
United Kingdom
$8.34M 131,617 -24,248 -16%
SIC
100
Shoker Investment Counsel
Ohio
$8.05M 127,679 +38 +0%
2 3
4
5 6