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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 %
TSMHT
601
Thurston Springer Miller Herd & Titak
Indiana
$30.5K +$2.64K +39 +9%
MA
602
MCF Advisors
Kentucky
$30.5K – – –
CMBA
603
C.M. Bidwell & Associates
Hawaii
$30.5K – – –
VWM
604
Venturi Wealth Management
Texas
$29.7K – – –
TCPW
605
Twin City Private Wealth
North Carolina
$28.3K +$28.3K +418 New
EWM
606
Evermay Wealth Management
Virginia
$27.8K +$27.8K +410 New
DPW
607
DiNuzzo Private Wealth
Pennsylvania
$27.4K – – –
SC
608
Stephens Consulting
Michigan
$27.3K – – –
CT
609
Colonial Trust
South Carolina
$26.3K – – –
GWSG
610
GPS Wealth Strategies Group
Colorado
$26.3K +$7.18K +106 +38%
GJIA
611
Glass Jacobson Investment Advisors
Maryland
$26.2K – – –
TPW
612
Talon Private Wealth
Florida
$25.7K +$25.7K +380 New
DJSG
613
D.J. St. Germain
Massachusetts
$24.1K – – –
CPA
614
Capital Performance Advisors
California
$23.4K +$23.4K +346 New
TAM
615
Tucker Asset Management
Colorado
$22.5K – – –
JIP
616
Jaffetilchin Investment Partners
Florida
$22.4K +$22.4K +331 New
MCI
617
MRP Capital Investments
Georgia
$22.4K +$22.4K +331 New
IWP
618
IAG Wealth Partners
Wisconsin
$22.1K +$22.1K +326 New
HF
619
Halpern Financial
Virginia
$21.6K -$4.21K -63 -16%
CPA
620
Clear Point Advisors
New York
$20.3K – – –
AssetMark Inc
621
AssetMark Inc
California
$19.9K +$19.9K +294 New
TFGT
622
TS Financial Group (TSFG)
Illinois
$19K – – –
PB
623
Pinnacle Bancorp
Nebraska
$18.9K – – –
PP
624
Pacifica Partners
Canada
$18.8K +$18.8K +278 New
WTC
625
WhitTier Trust Company
Nevada
$18.8K – – –
23 24
25
26 27