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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 %
HF
326
HRT Financial
New York
$867K +$867K +12,811 New
WN
327
Williams & Novak
California
$857K -$64.5K -953 -7%
PPW
328
Presilium Private Wealth
Pennsylvania
$844K -$17.9K -264 -2%
BB
329
Busey Bank
Illinois
$831K – – –
UF
330
Univest Financial
Pennsylvania
$831K +$831K +12,274 New
CRC
331
Curi RMB Capital
Illinois
$831K -$2.57K -38 -0.3%
BF
332
BOK Financial
Oklahoma
$830K +$48.6K +735 +6%
WCWM
333
Wooster Corthell Wealth Management
Connecticut
$823K -$9.95K -147 -1%
MFG
334
Merit Financial Group
Georgia
$794K +$1.96K +29 +0.2%
AFG
335
Allegheny Financial Group
Pennsylvania
$780K +$22K +325 +3%
AWS
336
Atria Wealth Solutions
New York
$761K -$352K -5,197 -32%
SF
337
Summit Financial
New Jersey
$756K +$158K +2,333 +26%
Invesco
338
Invesco
Georgia
$753K -$32.4K -478 -4%
BCM
339
BluePointe Capital Management
California
$750K – – –
WHCFA
340
William Howard & Co Financial Advisors
Tennessee
$741K – – –
FAT
341
First American Trust
California
$723K +$723K +10,685 New
MFIM
342
Mesirow Financial Investment Management
Illinois
$720K +$474 +7 +0.1%
BCM
343
Becker Capital Management
Oregon
$715K +$8.87K +131 +1%
PWM
344
PBMares Wealth Management
Virginia
$713K -$10.2K -151 -1%
OC
345
Oppenheimer & Co
New York
$701K -$609 -9 -0.1%
Carson Wealth (CWM LLC)
346
Carson Wealth (CWM LLC)
Nebraska
$701K -$22.9K -338 -3%
ADL
347
Asset Dedication LLC
California
$698K -$42.6K -629 -6%
MG
348
Mather Group
Illinois
$690K -$9.34K -138 -1%
AFG
349
Atomi Financial Group
New York
$685K +$99.3K +1,467 +17%
DACG
350
Donor Advised Charitable Giving
California
$676K -$5.55K -82 -0.8%
12 13
14
15 16