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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$780M 12,650,248 -2,835,519 -18%
Natixis Advisors
2
Natixis Advisors
Massachusetts
$500M 8,119,604 +906,884 +13%
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$485M 7,861,661 +2,871,310 +58%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$334M 5,417,679 +2,101,025 +63%
Creative Planning
5
Creative Planning
Kansas
$306M 4,971,741 -97,798 -2%
MMI
6
Matson Money Inc
Ohio
$263M 4,266,380 +127,367 +3%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$235M 3,815,519 -297,739 -7%
Goldman Sachs
8
Goldman Sachs
New York
$220M 3,574,914 +321,059 +10%
State of New Jersey Common Pension Fund D
9
State of New Jersey Common Pension Fund D
New Jersey
$219M 3,560,557 -1,704,679 -32%
BlackRock
10
BlackRock
New York
$213M 3,460,028 +405,386 +13%
Morgan Stanley
11
Morgan Stanley
New York
$171M 2,770,151 +9,356 +0.3%
MWM
12
Modera Wealth Management
New Jersey
$131M 2,126,815 +112,418 +6%
Bank of America
13
Bank of America
North Carolina
$121M 1,959,014 -165,273 -8%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$104M 1,686,487 -179,320 -10%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$81.5M 1,321,578 -54,569 -4%
Focus Partners Wealth
16
Focus Partners Wealth
Massachusetts
$81M 1,314,314 +691,014 +111%
Northern Trust
17
Northern Trust
Illinois
$73.5M 1,192,136 -54,616 -4%
FMWA
18
Forvis Mazars Wealth Advisors
Missouri
$70.4M 1,142,813 -59,557 -5%
UBS Group
19
UBS Group
Switzerland
$63.2M 1,025,760 -19,486 -2%
CCWM
20
Cassaday & Co Wealth Management
Virginia
$54.9M 891,197 -5,511 -0.6%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$44.5M 700,142 -32,038 -4%
HighTower Advisors
22
HighTower Advisors
Illinois
$44.4M 719,825 -104,070 -13%
State of Tennessee, Department of Treasury
23
State of Tennessee, Department of Treasury
Tennessee
$43M 698,040 +42,856 +7%
Corient Private Wealth
24
Corient Private Wealth
Florida
$40.5M 657,844 -3,061 -0.5%
AAS
25
Avantax Advisory Services
Texas
$40.5M 656,389 +92,303 +16%
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