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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 %
BJL
101
Brighton Jones LLC
Washington
$7.21M +$15.9K +258 +0.2%
OFG
102
Omega Financial Group
California
$7.2M +$405K +6,574 +6%
CST
103
Charles Schwab Trust
Nevada
$7.16M -$70.3K -1,140 -1%
DC
104
Dorval Corp
Minnesota
$7.08M +$277K +4,300 +4%
PA
105
Pinnacle Associates
New York
$7.07M +$56.3K +914 +0.8%
IRC
106
Investors Research Corp
Georgia
$6.8M -$60.8K -986 -0.9%
Ameriprise
107
Ameriprise
Minnesota
$6.69M -$2.79M -45,106 -29%
US Bancorp
108
US Bancorp
Minnesota
$6.64M -$190K -3,079 -3%
JPMorgan Chase & Co
109
JPMorgan Chase & Co
New York
$6.6M -$1.01M -16,466 -13%
AI
110
Arvest Investments
Arkansas
$6.22M +$6.22M +100,935 New
CFB
111
Cullen/Frost Bankers
Texas
$6.01M -$26K -421 -0.4%
IWC
112
Integrated Wealth Concepts
Massachusetts
$5.99M +$174K +2,816 +3%
FWA
113
FSM Wealth Advisors
Ohio
$5.96M +$546K +8,857 +10%
Victory Capital Management
114
Victory Capital Management
Texas
$5.96M +$1.32M +21,368 +28%
BOS
115
Bank of Stockton
California
$5.95M +$65.7K +1,066 +1%
CM
116
Cornerstone Management
Georgia
$5.94M -$269K -4,359 -4%
AIMCA
117
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.94M -$19.6M -317,481 -77%
TFCP
118
Twin Focus Capital Partners
Massachusetts
$5.87M -$479K -7,767 -8%
DADC
119
D.A. Davidson & Co
Montana
$5.85M +$55.8K +906 +1%
WTB
120
Washington Trust Bank
Washington
$5.57M -$650K -10,545 -10%
PWMAG
121
Pinnacle Wealth Management Advisory Group
New Jersey
$5.47M +$101K +1,633 +2%
RJA
122
Raymond James & Associates
Florida
$5.39M -$445K -7,213 -8%
BMCM
123
Bryn Mawr Capital Management
Pennsylvania
$5.39M +$286K +4,647 +6%
BOH
124
Bank of Hawaii
Hawaii
$5.39M -$262K -4,246 -5%
QC
125
Quent Capital
New York
$5.29M -$61.9K -1,005 -1%
3 4
5
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