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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 %
TFF
251
The Family Firm
Maryland
$1.64M -$271 -4 -0%
William Blair & Company
252
William Blair & Company
Illinois
$1.62M +$6.7K +99 +0.4%
MAM
253
McLean Asset Management
Virginia
$1.61M +$176K +2,643 +12%
MGW
254
MB Generational Wealth
Washington
$1.6M +$428K +6,324 +37%
FA
255
FDx Advisors
Illinois
$1.57M -$40.8K -602 -3%
WFAG
256
Wescott Financial Advisory Group
Pennsylvania
$1.54M -$37K -547 -2%
ASN
257
Advisory Services Network
Georgia
$1.54M – – –
NAS
258
Nicolet Advisory Services
Wisconsin
$1.54M -$59.4K -898 -4%
LF
259
Lee Financial
Texas
$1.53M -$6.09K -90 -0.4%
EAM
260
Evanson Asset Management
California
$1.53M – – –
AF
261
Allworth Financial
California
$1.53M -$64.8K -957 -4%
OSAM
262
O'Shaughnessy Asset Management
Connecticut
$1.53M -$126K -1,915 -8%
SIMC
263
Squire Investment Management Company
Utah
$1.52M +$183K +2,707 +14%
RFWA
264
RPg Family Wealth Advisory
Massachusetts
$1.5M +$20K +296 +1%
AA
265
Axiom Advisory
California
$1.5M +$39K +606 +3%
KP
266
Keel Point
Alabama
$1.5M -$689K -10,183 -32%
R
267
Rebalance
California
$1.49M +$135 +2 +0%
PWM
268
Perigon Wealth Management
California
$1.48M -$1.27M -18,786 -46%
EWM
269
Empirical Wealth Management
Washington
$1.46M -$151K -2,226 -9%
MGWA
270
Monument Group Wealth Advisors
Massachusetts
$1.45M +$41.4K +612 +3%
GPWA
271
Great Point Wealth Advisors
Massachusetts
$1.45M -$15.1K -223 -1%
AWE
272
Avidian Wealth Enterprises
Texas
$1.43M -$519K -7,669 -27%
SFP
273
Sterling Financial Planning
New Jersey
$1.43M -$15.3K -226 -1%
TCOTS
274
Trust Company of the South
North Carolina
$1.42M – – –
ABWM
275
Alpine Bank Wealth Management
Colorado
$1.4M +$1.4M +20,665 New
9 10
11
12 13