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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 %
SC
426
Sierra Capital
Florida
$393K +$393K +5,798 New
MSAM
427
Moloney Securities Asset Management
Missouri
$389K – – –
BI
428
Beckerman Institutional
New Jersey
$389K +$389K +5,745 New
SHGA
429
Sand Hill Global Advisors
California
$381K – – –
CA
430
CoreCap Advisors
Michigan
$380K +$380K +5,618 New
NW
431
NewEdge Wealth
Pennsylvania
$380K +$50.4K +744 +15%
EWS
432
Evergreen Wealth Solutions
Pennsylvania
$377K – – –
RJT
433
Raymond James Trust
Florida
$377K -$58.8K -869 -14%
AA
434
Ancora Advisors
Ohio
$375K – – –
BFPW
435
BOK Financial Private Wealth
Colorado
$373K -$30.6K -452 -8%
AAS
436
Annex Advisory Services
Wisconsin
$369K -$72.9K -1,077 -17%
AWM
437
AllSquare Wealth Management
New York
$367K – – –
BFA
438
Beaumont Financial Advisors
Massachusetts
$363K -$2.17K -32 -0.6%
TSW
439
Thompson Siegel & Walmsley
Virginia
$359K – – –
VIM
440
Vista Investment Management
Pennsylvania
$356K -$14.1K -209 -4%
AP
441
Aspect Partners
Virginia
$356K -$11.5M -169,320 -97%
RWA
442
River Wealth Advisors
Pennsylvania
$349K -$72.7K -1,074 -17%
CFO
443
Collective Family Office
Pennsylvania
$349K -$11.4K -169 -3%
CCA
444
Criterion Capital Advisors
Tennessee
$346K – – –
USWIA
445
UP Strategic Wealth Investment Advisors
Pennsylvania
$346K – – –
Janney Montgomery Scott
446
Janney Montgomery Scott
Pennsylvania
$346K -$298K -4,409 -46%
SWC
447
Spectrum Wealth Counsel
Indiana
$345K – – –
MF
448
Meridian Financial
Massachusetts
$343K -$68 -1 -0%
GKIM
449
GW&K Investment Management
Massachusetts
$337K – – –
WI
450
WrapManager Inc
California
$337K -$29.2K -431 -8%
16 17
18
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