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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.

New
Increased
Maintained
Reduced
Closed
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
Jane Street
New York
$254M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$316M
3
Natixis Advisors
Natixis Advisors
Massachusetts
$457M
4
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$26.2M
5
OMC
Old Mission Capital
Illinois
$21.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$175M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$981M
3
WTB
Washington Trust Bank
Washington
$6.39M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$210M
5
MCCA
Mill Creek Capital Advisors
Pennsylvania
$21.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWE
201
Avidian Wealth Enterprises
Texas
$2.7M -$490K -7,745 -15%
CBT
202
Central Bank & Trust
Kentucky
$2.66M -$2.82M -44,591 -52%
BPA
203
Beacon Pointe Advisors
California
$2.63M -$2.7M -42,696 -51%
APG
204
Abacus Planning Group
South Carolina
$2.56M -$34.6K -547 -1%
Millennium Management
205
Millennium Management
New York
$2.53M +$2.53M +40,014 New
BW
206
BIP Wealth
Georgia
$2.53M -$113K -1,781 -4%
PP
207
PrairieView Partners
Minnesota
$2.52M -$4.18K -66 -0.2%
RWPA
208
Richard W. Paul & Associates
Michigan
$2.51M +$8.55K +135 +0.3%
EPM
209
Elm Partners Management
Pennsylvania
$2.51M – – –
PCM
210
Pointe Capital Management
Michigan
$2.51M +$67.9K +1,072 +3%
CFG
211
Citizens Financial Group
Rhode Island
$2.47M -$84.5K -1,334 -3%
CF
212
Corrigan Financial
Rhode Island
$2.4M -$74.8K -1,181 -3%
IWM
213
IHT Wealth Management
Illinois
$2.34M +$13.7K +216 +0.6%
FWMM
214
Foundation Wealth Management (Missouri)
Missouri
$2.27M -$182K -2,868 -7%
BHWA
215
Beacon Harbor Wealth Advisors
Virginia
$2.24M +$64.5K +1,018 +3%
FAM
216
Frontier Asset Management
Wyoming
$2.21M -$110K -1,743 -5%
RWP
217
RWA Wealth Partners
Massachusetts
$2.21M -$5.05M -79,697 -70%
DAS
218
Dynamic Advisor Solutions
Arizona
$2.19M +$28.8K +454 +1%
OAM
219
Oppenheimer Asset Management
New York
$2.17M -$8.78M -138,634 -80%
CAM
220
Cresset Asset Management
Illinois
$2.15M -$48.4K -765 -2%
AFTS
221
American Financial & Tax Strategies
New York
$2.12M +$8.3K +131 +0.4%
DSA
222
Droms Strauss Advisors
Missouri
$2.11M +$25K +395 +1%
SQA
223
Simon Quick Advisors
New Jersey
$2.09M -$574K -9,070 -22%
PP
224
Prosperity Planning
Missouri
$2.07M +$48.4K +765 +2%
EWM
225
Endowment Wealth Management
Wisconsin
$2.05M +$223K +3,527 +12%
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