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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.

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
1
Jane Street
New York
$254M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$316M
3
Natixis Advisors
3
Natixis Advisors
Massachusetts
$457M
4
WSFS
4
Wilmington Savings Fund Society
Delaware
$38.7M
5
AIMCA
5
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$26.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$175M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$981M
3
WTB
3
Washington Trust Bank
Washington
$6.39M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$210M
5
MCCA
5
Mill Creek Capital Advisors
Pennsylvania
$21.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$981M 15,485,767 -3,689,851 -19%
Natixis Advisors
2
Natixis Advisors
Massachusetts
$457M 7,212,720 +743,595 +11%
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$333M 5,265,236 – –
Creative Planning
4
Creative Planning
Kansas
$321M 5,069,539 -99,490 -2%
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$316M 4,990,351 +798,015 +19%
MMI
6
Matson Money Inc
Ohio
$262M 4,139,013 +8,026 +0.2%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$260M 4,113,258 -480,690 -10%
Jane Street
8
Jane Street
New York
$254M 4,009,048 +2,930,610 +272%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$210M 3,316,654 -1,142,761 -26%
Goldman Sachs
10
Goldman Sachs
New York
$206M 3,253,855 -634,978 -16%
BlackRock
11
BlackRock
New York
$193M 3,054,642 +183,199 +6%
Morgan Stanley
12
Morgan Stanley
New York
$175M 2,760,795 -6,386,627 -70%
Bank of America
13
Bank of America
North Carolina
$135M 2,124,287 +115,223 +6%
MWM
14
Modera Wealth Management
New Jersey
$128M 2,014,397 +113,475 +6%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$118M 1,865,807 -119,868 -6%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$87.2M 1,376,147 -67,492 -5%
Northern Trust
17
Northern Trust
Illinois
$79M 1,246,752 -47,788 -4%
FMWA
18
Forvis Mazars Wealth Advisors
Missouri
$76.1M 1,202,370 -43,059 -3%
UBS Group
19
UBS Group
Switzerland
$66.2M 1,045,246 -17,308 -2%
CCWM
20
Cassaday & Co Wealth Management
Virginia
$56.8M 896,708 -13,097 -1%
HighTower Advisors
21
HighTower Advisors
Illinois
$52.1M 823,895 -106,374 -11%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$46.4M 732,180 -135,527 -16%
OCM
23
One Capital Management
California
$42M 663,431 +29,610 +5%
Corient Private Wealth
24
Corient Private Wealth
Florida
$41.9M 660,905 -14,763 -2%
State of Tennessee, Department of Treasury
25
State of Tennessee, Department of Treasury
Tennessee
$41.5M 655,184 -1,240 -0.2%
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