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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 %
WWWM
501
White Wing Wealth Management
Texas
$232K -$130K -1,920 -36%
GAM
502
Gemmer Asset Management
California
$231K -$2.5K -37 -1%
SW
503
Simplicity Wealth
New Jersey
$229K -$4.37M -64,526 -95%
NRI
504
NFP Retirement Inc
California
$229K +$229K +3,384 New
FOFP
505
Fee-Only Financial Planning
South Carolina
$227K – – –
DWM
506
Diversify Wealth Management
Utah
$224K +$224K +3,522 New
EIP
507
Ellis Investment Partners
Pennsylvania
$222K – – –
FFA
508
Frazier Financial Advisors
Ohio
$221K +$1.63K +24 +0.7%
GHA
509
Granite Harbor Advisors
Texas
$221K – – –
ERIC
510
Eagle Rock Investment Company
Georgia
$221K +$221K +3,268 New
PWMG
511
Pioneer Wealth Management Group
Texas
$217K -$79K -1,166 -27%
SAI
512
Savvy Advisors Inc
New York
$216K -$81.8K -1,208 -28%
WCWM
513
Willow Creek Wealth Management
California
$215K +$215K +3,173 New
DWS
514
Discipline Wealth Solutions
South Carolina
$214K +$214K +3,160 New
HCC
515
Hirtle Callaghan & Co
Pennsylvania
$213K +$213K +3,150 New
CI
516
Ceera Investments
Texas
$213K +$213K +3,150 New
KFI
517
Key Financial Inc
Pennsylvania
$212K – – –
FCP
518
Fidelis Capital Partners
Florida
$211K +$211K +3,316 New
AG
519
Ascent Group
Virginia
$209K -$21.1K -311 -9%
GGS
520
Galvin Gaustad & Stein
Arizona
$208K -$13.5K -200 -6%
CA
521
Cumberland Advisors
Florida
$207K -$27.8K -410 -12%
MA
522
MAS Advisors
Florida
$206K +$206K +3,050 New
EPWM
523
Essex Private Wealth Management
Massachusetts
$205K +$205K +3,022 New
SFM
524
Signet Financial Management
New Jersey
$204K -$64.8K -957 -24%
CCM
525
Colorado Capital Management
Colorado
$204K +$204K +3,017 New
19 20
21
22 23