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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 %
SWM
51
Shakespeare Wealth Management
Wisconsin
$19M -$711K -10,502 -4%
Truist Financial
52
Truist Financial
North Carolina
$18.5M -$8.34M -123,177 -31%
EH
53
Equitable Holdings
New York
$18.3M -$3.2M -47,305 -15%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$17.4M +$167K +2,471 +1%
SPA
55
Shore Point Advisors
New Jersey
$17.2M -$159K -2,353 -0.9%
MCM
56
MAI Capital Management
Ohio
$16.9M +$171K +2,527 +1%
Stifel Financial
57
Stifel Financial
Missouri
$16.6M +$496K +7,323 +3%
S
58
Syntrinsic
Colorado
$15.1M +$225K +3,320 +2%
Pathstone Holdings
59
Pathstone Holdings
New Jersey
$15.1M +$246K +3,633 +2%
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$15.1M +$766K +11,315 +5%
SC
61
Savant Capital
Illinois
$15M +$1.03M +15,236 +7%
FSC
62
Full Sail Capital
Oklahoma
$14.9M -$461K -6,807 -3%
FCBT
63
First Citizens Bank & Trust
North Carolina
$14.7M +$366K +5,401 +3%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$13.7M +$3.13M +46,273 +30%
MWM
65
Mission Wealth Management
California
$13.5M -$432K -6,388 -3%
KM
66
Kabouter Management
Illinois
$13.3M +$3.72M +54,930 +39%
CCA
67
Checchi Capital Advisers
California
$13.1M -$259K -3,832 -2%
EWA
68
Exencial Wealth Advisors
Oklahoma
$12.9M -$233K -3,443 -2%
MWM
69
Merriman Wealth Management
Washington
$12.8M +$8.22M +121,346 +178%
WA
70
Wealth Architects
California
$12.7M -$358K -5,288 -3%
Baird Financial Group
71
Baird Financial Group
Wisconsin
$12.5M +$84.6K +1,250 +0.7%
PPW
72
Parcion Private Wealth
Washington
$12.1M -$96K -1,418 -0.8%
KA
73
Klingman & Associates
New York
$12.1M -$537K -7,930 -4%
APW
74
Austin Private Wealth
Texas
$11.7M -$481K -7,110 -4%
PFA
75
Pure Financial Advisors
California
$11.4M -$423K -6,247 -4%
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3
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