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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
+$81.4M
2
Natixis Advisors
Natixis Advisors
Massachusetts
+$48.8M
3
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
+$31.7M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$27.7M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$24.6M

Top Sellers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$401M
2
MMI
Matson Money Inc
Ohio
-$263M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$116M
4
Goldman Sachs
Goldman Sachs
New York
-$21.9M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$15.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWS
376
Integrity Wealth Solutions
Colorado
$539K -$376K -5,560 -41%
PGFC
377
Peapack-Gladstone Financial Corp
New Jersey
$533K – – –
ARC
378
Advisor Resource Council
Texas
$533K +$533K +7,867 New
SF
379
Synovus Financial
Georgia
$529K – – –
CIBC Private Wealth Group
380
CIBC Private Wealth Group
Georgia
$525K -$94.5K -1,396 -15%
CSPIA
381
Cary Street Partners Investment Advisory
Virginia
$523K -$10.4K -469 -2%
WGC
382
Watts Gwilliam & Co
Arizona
$516K +$516K +7,821 New
WCF
383
West Coast Financial
California
$514K – – –
EWA
384
EP Wealth Advisors
California
$511K +$183K +2,708 +56%
ATI
385
ARK & TLK Investments
Oklahoma
$508K -$39.1K -577 -7%
JFG
386
JMG Financial Group
Illinois
$508K – – –
PA
387
Parallel Advisors
California
$506K -$10.6K -156 -2%
TP
388
Tranquility Partners
Tennessee
$506K -$75.4K -1,114 -13%
Empower Advisory Group
389
Empower Advisory Group
Colorado
$506K +$210K +3,103 +71%
HL
390
HeadInvest LLC
Maine
$504K – – –
Squarepoint
391
Squarepoint
New York
$502K +$502K +7,420 New
OCM
392
Objective Capital Management
Ohio
$502K +$502K +7,411 New
VFA
393
Valeo Financial Advisors
Indiana
$501K +$117K +1,728 +30%
AP
394
Adero Partners
California
$497K – – –
MWM
395
Modern Wealth Management
Kansas
$496K -$72.8K -1,075 -13%
MCM
396
Morton Capital Management
California
$495K +$495K +7,313 New
PFS
397
Prospera Financial Services
Texas
$490K +$11.4K +168 +2%
MFT
398
Moisand Fitzgerald Tamayo
Florida
$489K -$2.78K -41 -0.6%
BBA
399
Braun-Bostich & Associates
Pennsylvania
$487K +$487K +7,198 New
WANY
400
Wealthspire Advisors (New York)
New York
$485K +$12K +177 +3%
14 15
16
17 18