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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 %
PA
201
Probity Advisors
Texas
$2.26M -$507K -8,217 -18%
BHWA
202
Beacon Harbor Wealth Advisors
Virginia
$2.25M +$68.1K +1,105 +3%
GPA
203
Guidance Point Advisors
Massachusetts
$2.19M +$314K +5,088 +17%
FAM
204
Frontier Asset Management
Wyoming
$2.18M +$27K +438 +1%
BPA
205
Beacon Pointe Advisors
California
$2.14M -$423K -6,861 -17%
CA
206
Crewe Advisors
Utah
$2.12M +$127K +2,059 +6%
EWM
207
Endowment Wealth Management
Wisconsin
$2.11M +$110K +1,780 +5%
IWM
208
IHT Wealth Management
Illinois
$2.09M -$185K -3,003 -8%
CAM
209
Cresset Asset Management
Illinois
$2.09M +$1.85K +30 +0.1%
RWP
210
RWA Wealth Partners
Massachusetts
$2.06M -$88.6K -1,438 -4%
BW
211
BIP Wealth
Georgia
$2.06M -$406K -6,587 -16%
AFTS
212
American Financial & Tax Strategies
New York
$2.06M -$6.53K -106 -0.3%
EWM
213
Elmwood Wealth Management
California
$2.05M +$96.8K +1,571 +5%
KP
214
Keel Point
Alabama
$2.03M -$2.31M -36,716 -53%
DSA
215
Droms Strauss Advisors
Missouri
$2.03M -$26.2K -425 -1%
PP
216
Prosperity Planning
Missouri
$2.02M +$9.99K +162 +0.5%
SPIA
217
Steward Partners Investment Advisory
New York
$2.01M +$17.6K +285 +0.9%
ES
218
Eagle Strategies
New York
$1.99M +$1.78M +28,829 +851%
CP
219
Canopy Partners
Ohio
$1.98M -$10.8K -176 -0.5%
PAS
220
Park Avenue Securities
New York
$1.97M +$129K +2,097 +7%
FWMM
221
Foundation Wealth Management (Missouri)
Missouri
$1.96M -$251K -4,069 -11%
CBT
222
Central Bank & Trust
Kentucky
$1.93M -$656K -10,637 -25%
SQA
223
Simon Quick Advisors
New Jersey
$1.92M -$114K -1,851 -6%
ACA
224
Atlas Capital Advisors
Wyoming
$1.91M +$207K +3,358 +12%
NFW
225
Noble Family Wealth
Florida
$1.9M – – –
7 8
9
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