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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 %
Nuveen Asset Management
76
Nuveen Asset Management
Illinois
$11.1M -$4.77M -70,522 -30%
RJFSA
77
Raymond James Financial Services Advisors
Florida
$10.9M +$5.28M +78,055 +93%
AA
78
Alesco Advisors
New York
$10.8M -$941K -13,904 -8%
RFA
79
RTD Financial Advisors
Pennsylvania
$10.7M +$361K +5,337 +4%
Osaic Holdings
80
Osaic Holdings
Arizona
$10.5M -$148K -2,183 -1%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$10.4M -$544K -8,040 -5%
M&T Bank
82
M&T Bank
New York
$10.3M -$1.68M -24,842 -14%
SC
83
Schoolcraft Capital
Colorado
$9.56M -$142K -2,098 -1%
WA
84
Waverly Advisors
Alabama
$9.52M -$554K -8,181 -5%
WMG
85
WESCAP Management Group
California
$9.45M +$225K +3,319 +2%
Wealth Enhancement Advisory Services
86
Wealth Enhancement Advisory Services
Minnesota
$9.23M -$422K -6,236 -4%
FDP
87
Financiere des Professionnels
Quebec, Canada
$9.11M – – –
CP
88
Covenant Partners
Tennessee
$8.89M -$343K -5,065 -4%
FWM
89
Fairhaven Wealth Management
Illinois
$8.58M +$59.7K +882 +0.7%
OFG
90
Omega Financial Group
California
$8.57M +$658K +9,718 +8%
SIC
91
Shoker Investment Counsel
Ohio
$8.5M -$393K -5,801 -4%
IFS
92
Ifrah Financial Services
Arkansas
$8.3M +$30.7K +453 +0.4%
SS
93
Sound Stewardship
Kansas
$8.25M +$170K +2,512 +2%
GLA
94
Great Lakes Advisors
Illinois
$7.97M -$394K -5,824 -5%
CST
95
Charles Schwab Trust
Nevada
$7.82M -$43.4K -641 -0.6%
LFG
96
Larson Financial Group
Missouri
$7.8M -$465K -6,865 -6%
DC
97
Dorval Corp
Minnesota
$7.79M +$549K +8,312 +8%
BJL
98
Brighton Jones LLC
Washington
$7.69M -$230K -3,399 -3%
PA
99
Pinnacle Associates
New York
$7.51M +$410K +6,618 +6%
IRC
100
Investors Research Corp
Georgia
$7.43M -$38.5K -568 -0.5%
2 3
4
5 6