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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
1
JPMorgan Chase & Co
New York
$88.6M
2
Natixis Advisors
2
Natixis Advisors
Massachusetts
$598M
3
AIMCA
3
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$38.3M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$884M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$46.5M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$131M
2
MMI
2
Matson Money Inc
Ohio
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$251M
4
Goldman Sachs
4
Goldman Sachs
New York
$220M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$243M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
701
Prudential plc
United Kingdom
– -$475K -7,707 Closed
YIH
702
Y-Intercept (HK)
Hong Kong
– -$335K -5,440 Closed
Fisher Asset Management
703
Fisher Asset Management
Washington
– -$283K -4,598 Closed
PCIA
704
Prime Capital Investment Advisors
Kansas
– -$283K -4,589 Closed
CB
705
Community Bank
New York
– -$283K -4,584 Closed
TCM
706
Tufton Capital Management
Maryland
– -$273K -4,437 Closed
MA
707
MONECO Advisors
Connecticut
– -$236K -3,829 Closed
GFS
708
GYL Financial Synergies
Connecticut
– -$226K -3,663 Closed
ACM
709
Advisors Capital Management
New Jersey
– -$211K -3,423 Closed
NRC
710
New Republic Capital
North Carolina
– -$156K -2,526 Closed
GI
711
Gradient Investments
Minnesota
– -$65.2K -1,057 Closed
TRCT
712
Tower Research Capital (TRC)
New York
– -$59.9K -972 Closed
AWM
713
Abound Wealth Management
Tennessee
– -$56K -908 Closed
RWMG
714
Redwood Wealth Management Group
New Jersey
– -$54.2K -879 Closed
1832 Asset Management
715
1832 Asset Management
Ontario, Canada
– -$53.1K -861 Closed
TWC
716
TD Waterhouse Canada
Ontario, Canada
– -$30.8K -500 Closed
FCG
717
Financial Connections Group
California
– -$28K -455 Closed
HT
718
Headlands Technologies
Illinois
– -$13.4K -218 Closed
NOI
719
Newton One Investments
Delaware
– -$12.6K -205 Closed
WIA
720
Wetzel Investment Advisors
Indiana
– -$12.5K -197 Closed
GLR
721
Great Lakes Retirement
Ohio
– -$8.18K -133 Closed
CP
722
Camelot Portfolios
Ohio
– -$3.33K -54 Closed
GJWM
723
Gilliland Jeter Wealth Management
Arkansas
– -$1.11K -18 Closed
ANBT
724
American National Bank & Trust
Texas
– -$740 -12 Closed
TWP
725
Triad Wealth Partners
Kansas
– -$308 -5 Closed
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