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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 %
TC
551
Trust Company
Kansas
$112K – – –
TF
552
Tompkins Financial
New York
$106K -$609 -9 -0.6%
WWM
553
Wolff Wiese Magana
California
$105K +$50.8K +750 +93%
HB
554
Horizon Bancorp
Indiana
$99K – – –
EBA
555
Eagle Bay Advisors
New York
$96.6K – – –
CWC
556
Carolinas Wealth Consulting
North Carolina
$96K – – –
HCP
557
Hexagon Capital Partners
Arkansas
$95.3K -$24.2K -357 -20%
ITIM
558
Indiana Trust & Investment Management
Indiana
$91.3K – – –
CFD
559
Creative Financial Designs
Indiana
$90.4K – – –
GI
560
GAMMA Investing
California
$88.9K +$55K +813 +163%
CFGS
561
Concourse Financial Group Securities
Alabama
$88.7K -$1.15K -17 -1%
RIL
562
Rothschild Investment LLC
Illinois
$79.7K – – –
MCA
563
Maryland Capital Advisors
Maryland
$74.8K -$1.96K -29 -3%
CIAS
564
CBIZ Investment Advisory Services
Ohio
$72.7K -$68 -1 -0.1%
BFS
565
Burkett Financial Services
South Carolina
$71K – – –
WT
566
Whittier Trust
California
$70.9K – – –
TIAAOA
567
Teachers Insurance & Annuity Association of America
New York
$70.1K +$70.1K +1,036 New
AF
568
Advisornet Financial
Minnesota
$68.1K -$9.21K -136 -12%
GBT
569
Grove Bank & Trust
Florida
$68K – – –
JFG
570
JDM Financial Group
Texas
$62.8K -$58.3K -861 -48%
AA
571
Addison Advisors
Vermont
$62.6K – – –
EWP
572
Elevation Wealth Partners
California
$61.7K – – –
PTC
573
Private Trust Company
Ohio
$60.9K -$2.98K -44 -5%
DAM
574
Delta Asset Management
Tennessee
$59.3K – – –
LWCFA
575
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$57.1K +$14.7K +230 +35%
21 22
23
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