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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 %
VA
476
Valmark Advisers
Ohio
$276K – – –
VCM
477
Vivaldi Capital Management
Illinois
$274K – – –
IA
478
IFP Advisors
Florida
$268K -$57.3K -847 -18%
BFG
479
Berger Financial Group
Minnesota
$267K -$6.43K -95 -2%
HWM
480
HB Wealth Management
Georgia
$266K – – –
AWM
481
AE Wealth Management
Kansas
$265K +$1.29K +19 +0.5%
AWA
482
Archvest Wealth Advisors
California
$265K +$265K +3,915 New
MW
483
Maia Wealth
Colorado
$264K +$28K +439 +12%
LW
484
Linscomb Wealth
Texas
$262K – – –
NWM
485
Northwest Wealth Management
Iowa
$261K -$3.05K -45 -1%
LL
486
LPWM LLC
Minnesota
$261K -$132 -2 -0.1%
WWM
487
Western Wealth Management
Colorado
$260K -$16.1K -238 -6%
BWIA
488
Bryant Woods Investment Advisors
New York
$258K +$258K +3,804 New
NB
489
Nicolet Bankshares
Wisconsin
$256K -$173K -2,557 -40%
QCM
490
QRG Capital Management
Illinois
$256K +$256K +3,774 New
Financial Engines Advisors
491
Financial Engines Advisors
California
$255K -$8.94K -132 -3%
RA
492
Rockingstone Advisors
Massachusetts
$255K -$195K -2,880 -43%
SIC
493
Samalin Investment Counsel
New York
$255K +$4.13K +61 +2%
FVWA
494
Foster Victor Wealth Advisors
South Carolina
$254K +$19.1K +290 +8%
PWS
495
Peloton Wealth Strategists
Indiana
$247K -$113K -1,670 -31%
CNBT
496
Canandaigua National Bank & Trust
New York
$246K +$246K +3,630 New
WRPWM
497
Werba Rubin Papier Wealth Management
California
$237K +$237K +3,502 New
FWM
498
Fingerlakes Wealth Management
New York
$236K – – –
OGF
499
Orin Green Financial
California
$236K – – –
MBT
500
Montecito Bank & Trust
California
$235K +$235K +3,465 New
18 19
20
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