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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 %
AWA
301
Aletheian Wealth Advisors
Washington
$997K -$256K -3,778 -20%
TFG
302
Tilson Financial Group
New Jersey
$993K +$993K +14,675 New
WCFA
303
Walkner Condon Financial Advisors
Wisconsin
$990K +$46.5K +687 +5%
DWT
304
Dorsey & Whitney Trust
South Dakota
$984K -$108K -1,600 -10%
BCG
305
BayBridge Capital Group
California
$982K +$21.3K +314 +2%
SB
306
Strategic Blueprint
Georgia
$980K -$43.8K -647 -4%
GA
307
GFS Advisors
Texas
$974K +$940K +13,892 +2,778%
MFG
308
Magnus Financial Group
New York
$966K +$71.6K +1,057 +8%
PFGIA
309
Patriot Financial Group Insurance Agency
Massachusetts
$960K +$22.7K +336 +2%
GT
310
Glenview Trust
Kentucky
$957K +$1.96K +29 +0.2%
TFA
311
Tobias Financial Advisors
Florida
$929K -$9.88K -146 -1%
UL
312
Unionview LLC
Washington
$914K +$542 +8 +0.1%
HIA
313
Harbor Investment Advisory
Maryland
$914K – – –
ATC
314
Argent Trust Co
Tennessee
$900K +$48.3K +713 +6%
MIAS
315
Mason Investment Advisory Services
Virginia
$899K – – –
WPWM
316
Windward Private Wealth Management
Kansas
$889K -$210K -3,103 -19%
GWM
317
Geneos Wealth Management
Colorado
$889K -$17.5K -258 -2%
TI
318
Truepoint Inc
Ohio
$888K – – –
CFG
319
Clayton Financial Group
Missouri
$886K +$156K +2,307 +21%
WP
320
Westmount Partners
California
$884K -$28K -414 -3%
CWA
321
CM Wealth Advisors
Ohio
$884K +$884K +13,052 New
FWTB
322
First Western Trust Bank
Colorado
$883K – – –
LWM
323
LongView Wealth Management
Georgia
$877K +$1.63K +24 +0.2%
Deutsche Bank
324
Deutsche Bank
Germany
$873K +$873K +12,895 New
CWM
325
Cahill Wealth Management
Michigan
$868K -$96.5K -1,425 -10%
11 12
13
14 15