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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 %
CIC
401
Cutler Investment Counsel
Oregon
$481K – – –
WPC
402
Wedmont Private Capital
Pennsylvania
$472K – – –
CGPCS
403
Capital Group Private Client Services
California
$466K – – –
Kovitz Investment Group Partners
404
Kovitz Investment Group Partners
Illinois
$465K +$58.9K +941 +15%
USCWA
405
U.S. Capital Wealth Advisors
Texas
$463K +$3.86K +57 +0.8%
HNB
406
Huntington National Bank
Ohio
$460K -$433K – –
CWA
407
Cornerstone Wealth Advisors
Minnesota
$459K -$36.9K -545 -7%
SEIA
408
Signature Estate & Investment Advisors
California
$456K +$11.2K +166 +3%
BHWM
409
Beaird Harris Wealth Management
Texas
$454K -$12.7K -188 -3%
WPP
410
Whalerock Point Partners
Rhode Island
$454K – – –
AIM
411
Athena Investment Management
California
$450K – – –
BWM
412
Brickley Wealth Management
California
$445K -$474 -7 -0.1%
FIA
413
Foundations Investment Advisors
Arizona
$444K -$219K -3,240 -33%
SPC
414
Sigma Planning Corp
Michigan
$443K -$58.8K -869 -12%
LA
415
Latitude Advisors
Florida
$442K -$6.77K -100 -2%
CIA
416
Compass Ion Advisors
Pennsylvania
$429K +$28.2K +417 +7%
American Century Companies
417
American Century Companies
Missouri
$425K -$138K -2,040 -25%
CMP
418
Courage Miller Partners
Virginia
$423K +$9.41K +139 +2%
IAN
419
Integrated Advisors Network
Texas
$418K +$5.62K +83 +1%
PCG
420
Prosperity Consulting Group
Maryland
$415K -$170K -2,514 -29%
AQR Capital Management
421
AQR Capital Management
Connecticut
$409K +$69.5K +1,026 +20%
FFA
422
Farther Finance Advisors
California
$409K +$54.6K +806 +15%
LSPW
423
Lake Street Private Wealth
Illinois
$401K +$4.81K +71 +1%
SA
424
Sanctuary Advisors
Indiana
$395K -$133K -2,129 -25%
RFC
425
Regions Financial Corp
Alabama
$394K -$112K -1,647 -22%
15 16
17
18 19