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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 %
JWCA
351
J.W. Cole Advisors
Florida
$674K -$4.81K -71 -0.7%
National Bank of Canada
352
National Bank of Canada
Quebec, Canada
$659K -$16.3K -241 -2%
AOWM
353
Alpha Omega Wealth Management
Virginia
$658K – – –
SLT
354
St Louis Trust
Missouri
$655K – – –
PWPS
355
Pinnacle Wealth Planning Services
Ohio
$655K – – –
RLWM
356
RF&L Wealth Management
Massachusetts
$636K – – –
APWM
357
Argonautica Private Wealth Management
Massachusetts
$624K -$3.66K -54 -0.6%
OIA
358
OneDigital Investment Advisors
Kansas
$620K +$33K +488 +6%
LG
359
LAM Group
Oregon
$620K -$12.9K -190 -2%
KWM
360
Kingsview Wealth Management
Oregon
$610K +$66.2K +978 +12%
FSWA
361
Financial Synergies Wealth Advisors
Texas
$604K – – –
SFA
362
Sequoia Financial Advisors
Ohio
$600K -$8.12K -120 -1%
AWP
363
Accretive Wealth Partners
New Jersey
$599K -$542 -8 -0.1%
Lido Advisors
364
Lido Advisors
California
$598K +$22.1K +327 +4%
CIBC World Market
365
CIBC World Market
Ontario, Canada
$588K -$48.1K -710 -8%
DWA
366
Douglass Winthrop Advisors
New York
$588K – – –
BFO
367
Biltmore Family Office
North Carolina
$579K – – –
SWP
368
Stratos Wealth Partners
Ohio
$579K -$54.8K -809 -9%
FHA
369
First Horizon Advisors
Tennessee
$576K +$1.96K +29 +0.3%
AIA
370
Alera Investment Advisors
Illinois
$571K -$48.7K -720 -8%
IFA
371
Index Fund Advisors
California
$557K -$96.6K -1,427 -15%
SAG
372
SageView Advisory Group
California
$555K -$184K -2,712 -25%
RPSA
373
Richard P. Slaughter Associates
Texas
$547K -$33.4K -493 -6%
JIC
374
Johnson Investment Counsel
Ohio
$544K -$1.49K -22 -0.3%
EFG
375
Embree Financial Group
Illinois
$541K -$7.18K -106 -1%
13 14
15
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