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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

688 hedge funds and large institutions have $6.5B invested in iShares MSCI EAFE Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 171 increasing their positions, 274 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
688
Holders Change
+32
Holders Change %
+4.88%
% of All Funds
9.95%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
79
Increased
171
Reduced
274
Closed
36
Calls
$927K
Puts
$447K
Net Calls
+$480K
Net Calls Change
+$6.28M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$88.6M
2
Natixis Advisors
Natixis Advisors
Massachusetts
$598M
3
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$38.3M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$884M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$46.5M

Top Sellers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$131M
2
MMI
Matson Money Inc
Ohio
$0
3
Fidelity Investments
Fidelity Investments
Massachusetts
$251M
4
Goldman Sachs
Goldman Sachs
New York
$220M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$243M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
226
Steward Partners Investment Advisory
New York
$2.08M -$131K -1,934 -6%
PAG
227
Private Advisor Group
New Jersey
$2.06M +$136K +2,016 +7%
CI Investments Inc
228
CI Investments Inc
Ontario, Canada
$2.05M – – –
CBT
229
Central Bank & Trust
Kentucky
$2.03M -$92.7K -1,370 -4%
EW
230
Elyxium Wealth
California
$2.01M +$2.01M +29,693 New
FWMM
231
Foundation Wealth Management (Missouri)
Missouri
$2.01M -$139K -2,059 -6%
SEI Investments
232
SEI Investments
Pennsylvania
$1.99M -$1.8M -26,519 -47%
JJBC
233
James J. Burns & Company
New York
$1.97M +$145K +2,135 +8%
CAL
234
Capital Analysts LLC
Pennsylvania
$1.96M +$121K +1,788 +7%
AA
235
Aire Advisors
California
$1.95M +$1.69K +25 +0.1%
DAS
236
Dynamic Advisor Solutions
Arizona
$1.95M -$642K -9,485 -25%
RWM
237
Reston Wealth Management
Virginia
$1.94M +$48.3K +714 +3%
DC
238
Davenport & Co
Virginia
$1.91M -$23.3K -344 -1%
BEI
239
Benjamin Edwards Inc
Missouri
$1.91M +$1.91M +28,156 New
SW
240
SVB Wealth
Massachusetts
$1.83M -$3.31M -48,918 -64%
NWA
241
New World Advisors
Massachusetts
$1.81M -$157K -2,320 -8%
DL
242
DOHJ LLC
Washington
$1.8M +$188K +2,819 +12%
SQA
243
Simon Quick Advisors
New Jersey
$1.77M -$332K -4,904 -16%
ML
244
McAdam LLC
Pennsylvania
$1.75M -$36.7K -542 -2%
LNWWM
245
Laird Norton Wetherby Wealth Management
California
$1.74M -$191K -2,825 -10%
FCI
246
Financial Counselors Inc
Kansas
$1.71M -$51.5K -761 -3%
EFS
247
Econ Financial Services
Pennsylvania
$1.71M +$1.71M +25,269 New
BCG
248
Breakwater Capital Group
New Jersey
$1.71M +$396K +5,845 +30%
PS
249
Principal Securities
Iowa
$1.65M -$25.7K -380 -2%
Barclays
250
Barclays
United Kingdom
$1.65M -$7.84M -115,790 -83%
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