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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 %
PPP
101
Private Portfolio Partners
New Jersey
$7.34M +$7.34M +108,461 New
Ameriprise
102
Ameriprise
Minnesota
$7.33M +$13.7K +202 +0.2%
RWP
103
RWA Wealth Partners
Massachusetts
$7.29M +$5.03M +74,259 +222%
FWA
104
FSM Wealth Advisors
Ohio
$7.17M +$618K +9,126 +9%
LSAG
105
Lake Street Advisors Group
New Hampshire
$7.12M -$2.22M -32,802 -24%
AFA
106
American Financial Advisors
Georgia
$7.08M -$1.65M -24,431 -19%
SCM
107
Sterling Capital Management
North Carolina
$6.93M +$6.93M +102,361 New
CFB
108
Cullen/Frost Bankers
Texas
$6.91M +$307K +4,528 +5%
AI
109
Arvest Investments
Arkansas
$6.83M -$1.83K -27 -0%
BOS
110
Bank of Stockton
California
$6.82M +$283K +4,187 +4%
IWC
111
Integrated Wealth Concepts
Massachusetts
$6.45M -$130K -1,926 -2%
Bessemer Group
112
Bessemer Group
New Jersey
$6.45M +$1.17M +17,289 +22%
DADC
113
D.A. Davidson & Co
Montana
$6.44M +$15.5K +229 +0.2%
CM
114
Cornerstone Management
Georgia
$6.28M -$239K -3,534 -4%
SCM
115
Stonehearth Capital Management
Massachusetts
$6.1M +$6.1M +90,138 New
NA
116
NewEdge Advisors
Louisiana
$6.06M +$463K +6,833 +8%
VI
117
Vestcor Inc
New Brunswick, Canada
$6M +$849K +12,541 +16%
LL
118
LWMG LLC
Minnesota
$5.96M +$645K +9,530 +12%
BOH
119
Bank of Hawaii
Hawaii
$5.93M +$12.3K +182 +0.2%
PWMAG
120
Pinnacle Wealth Management Advisory Group
New Jersey
$5.89M -$114K -1,678 -2%
WTB
121
Washington Trust Bank
Washington
$5.86M -$251K -3,701 -4%
BMCM
122
Bryn Mawr Capital Management
Pennsylvania
$5.81M -$117K -1,733 -2%
MCA
123
MSH Capital Advisors
Arizona
$5.75M -$12.5K -185 -0.2%
AFG
124
Argent Financial Group
Louisiana
$5.7M +$5.7M +84,258 New
RJA
125
Raymond James & Associates
Florida
$5.64M -$283K -4,183 -5%
3 4
5
6 7