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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 %
MC
176
Martin & Co
Tennessee
$2.88M -$101K -1,644 -3%
CAM
177
ClariVest Asset Management
California
$2.84M -$4.81K -78 -0.2%
RCAG
178
Rehmann Capital Advisory Group
Michigan
$2.77M -$321K -5,213 -10%
CFC
179
Coyle Financial Counsel
Illinois
$2.73M – – –
HW
180
Hancock Whitney
Mississippi
$2.71M -$261K -4,227 -9%
DI
181
Disciplined Investments
Oklahoma
$2.69M +$42.5K +690 +2%
NFP
182
Narus Financial Partners
Utah
$2.68M +$2.96K +48 +0.1%
STA
183
Summit Trail Advisors
New York
$2.68M – – –
NHC
184
Nicholas Hoffman & Company
Georgia
$2.63M -$53.9K -874 -2%
MMA
185
Miracle Mile Advisors
California
$2.62M -$59K -957 -2%
RWPA
186
Richard W. Paul & Associates
Michigan
$2.61M +$163K +2,645 +7%
CP
187
Creekside Partners
California
$2.59M +$2.59M +42,036 New
OAM
188
Oppenheimer Asset Management
New York
$2.53M +$413K +6,708 +20%
PWM
189
Perigon Wealth Management
California
$2.51M -$197K -3,203 -7%
APG
190
Abacus Planning Group
South Carolina
$2.48M -$5.92K -96 -0.2%
FCAM
191
First Citizens Asset Management
North Carolina
$2.45M -$1.16M -18,822 -32%
EPM
192
Elm Partners Management
Pennsylvania
$2.45M – – –
EA
193
Efficient Advisors
Ohio
$2.44M -$480K -7,789 -16%
VW
194
Vance Wealth
California
$2.43M -$431K -6,987 -15%
PP
195
PrairieView Partners
Minnesota
$2.42M -$34.4K -558 -1%
CF
196
Corrigan Financial
Rhode Island
$2.4M – – –
PCM
197
Pointe Capital Management
Michigan
$2.4M -$48.7K -790 -2%
DAS
198
Dynamic Advisor Solutions
Arizona
$2.36M +$228K +3,703 +11%
CFG
199
Citizens Financial Group
Rhode Island
$2.29M -$107K -1,740 -4%
MFC
200
Morris Financial Concepts
South Carolina
$2.29M -$345K -5,595 -13%
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