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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 %
LC
151
LTG Capital
Massachusetts
$4.07M +$133K +2,155 +3%
IA
152
IFG Advisors
Missouri
$4M +$237K +3,841 +6%
UB
153
UMB Bank
Missouri
$3.91M -$244K -3,956 -6%
BFG
154
Bleakley Financial Group
New Jersey
$3.9M +$284K +4,610 +8%
Comerica Bank
155
Comerica Bank
Texas
$3.88M -$226K -3,668 -6%
CFP
156
Catalyst Financial Partners
Massachusetts
$3.85M +$2.91M +47,279 +312%
CFP
157
Cascade Financial Partners
California
$3.76M -$24.6K -399 -0.7%
GA
158
Goldstein Advisors
Wisconsin
$3.7M +$200K +3,250 +6%
AL
159
Aspiriant LLC
California
$3.63M -$10.3K -167 -0.3%
TWP
160
Total Wealth Planning
Ohio
$3.61M -$118K -1,820 -3%
SEI Investments
161
SEI Investments
Pennsylvania
$3.45M +$170K +2,764 +5%
SYBT
162
Stock Yards Bank & Trust
Kentucky
$3.43M -$248K -4,028 -7%
KPWS
163
Kestra Private Wealth Services
Texas
$3.39M -$226K -3,659 -6%
WIA
164
World Investment Advisors
California
$3.36M +$636K +10,313 +23%
AWM
165
Avior Wealth Management
Nebraska
$3.24M -$539K -8,768 -14%
NAMNJ
166
NorthStar Asset Management (New Jersey)
New Jersey
$3.22M +$260K +4,211 +9%
AOI
167
Auto-Owners Insurance
Michigan
$3.22M – – –
BCWM
168
Bartlett & Co Wealth Management
Ohio
$3.17M -$47.8K -775 -1%
NB
169
NBT Bank
New York
$3.1M +$27.1K +440 +0.9%
AIM
170
Acropolis Investment Management
Missouri
$3.06M -$536K -8,688 -15%
RIA
171
Regal Investment Advisors
Michigan
$3.01M +$72.5K +1,176 +2%
PFBT
172
Parkside Financial Bank & Trust
Missouri
$2.98M -$18.7K -304 -0.6%
CFA
173
Cahill Financial Advisors
Minnesota
$2.98M -$202K -3,276 -6%
PIFP
174
Partners in Financial Planning
Virginia
$2.93M -$9.37K -152 -0.3%
TCM
175
Telos Capital Management
California
$2.88M -$25.5K -414 -0.9%
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