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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 %
SS
676
Sunbelt Securities
Texas
$1.69K – – –
AIC
677
Archer Investment Corporation
Indiana
$1.49K – – –
WWP
678
WR Wealth Planners
Missouri
$1.35K – – –
MLA
679
MB, Levis & Associates
Pennsylvania
$1.11K – – –
FRA
680
Front Row Advisors
California
$1.02K -$59.4K -877 -98%
RPCA
681
Running Point Capital Advisors
California
$880 – – –
AEPWM
682
Atlantic Edge Private Wealth Management
Florida
$813 – – –
Qube Research & Technologies (QRT)
683
Qube Research & Technologies (QRT)
United Kingdom
$812 +$812 +12 New
OHWP
684
Oak Harbor Wealth Partners
North Carolina
$745 – – –
IAIM
685
International Assets Investment Management
Florida
$520 +$512 +34,684 +6,670%
HCM
686
Hollencrest Capital Management
California
$474 – – –
PMFA
687
Plante Moran Financial Advisors
Michigan
$406 – – –
JFGIW
688
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$339 +$339 +5 New
MFA
689
McClarren Financial Advisors
Pennsylvania
$68 +$6 +6 +10%
CMP
690
Coston McIsaac & Partners
Maine
$20 – – –
MMI
691
Matson Money Inc
Ohio
– -$263M -4,266,380 Closed
SOWBOCOPL
692
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
– -$10.2M -166,219 Closed
Susquehanna International Group
693
Susquehanna International Group
Pennsylvania
– -$8.38M -135,985 Closed
CFA
694
Cahill Financial Advisors
Minnesota
– -$2.98M -48,322 Closed
NA
695
Nottingham Advisors
New York
– -$1.41M -22,913 Closed
WCM
696
Windham Capital Management
Massachusetts
– -$977K -15,849 Closed
SFC
697
Strategic Financial Concepts
Texas
– -$216 -13,754 Closed
Walleye Capital
698
Walleye Capital
New York
– -$695K -11,279 Closed
GS
699
GTS Securities
New York
– -$638K -10,358 Closed
1WM
700
1900 Wealth Management
Texas
– -$537K -8,709 Closed
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