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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 %
FWM
126
Fonville Wealth Management
Virginia
$5.52M +$639K +9,437 +13%
DS
127
DRW Securities
Illinois
$5.37M +$5.37M +79,316 New
QC
128
Quent Capital
New York
$5.21M -$590K -8,718 -10%
FPAS
129
Focus Partners Advisor Solutions
Missouri
$5.11M +$184K +2,716 +4%
GT
130
Glenmede Trust
Pennsylvania
$5.07M -$204K -3,013 -4%
MML Investors Services
131
MML Investors Services
Massachusetts
$5.05M -$191K -2,826 -4%
MPCL
132
My Personal CFO LLC
Washington
$5.02M +$384K +5,669 +8%
BF
133
Brooklyn FI
New York
$5.02M +$8.12K +120 +0.2%
LI
134
Latigo Investments
Florida
$5.01M – – –
US Bancorp
135
US Bancorp
Minnesota
$4.88M -$2.42M -35,671 -33%
HAC
136
Harbor Advisory Corp
New Hampshire
$4.84M +$34.5K +509 +0.7%
CFP
137
Catalyst Financial Partners
Massachusetts
$4.69M +$463K +6,841 +11%
LC
138
LTG Capital
Massachusetts
$4.68M +$206K +3,042 +5%
IA
139
IFG Advisors
Missouri
$4.65M +$253K +3,744 +6%
CCA
140
Clearwater Capital Advisors
Illinois
$4.64M -$157K -2,314 -3%
EWA
141
Encompass Wealth Advisors
Oregon
$4.61M +$102K +1,508 +2%
FC
142
FCA Corp
Texas
$4.6M +$73.4K +1,084 +2%
Allspring Global Investments
143
Allspring Global Investments
North Carolina
$4.42M -$111K -1,638 -2%
GA
144
Goldstein Advisors
Wisconsin
$4.37M +$300K +4,433 +7%
Cambridge Investment Research Advisors
145
Cambridge Investment Research Advisors
Iowa
$4.35M -$302K -4,459 -6%
Victory Capital Management
146
Victory Capital Management
Texas
$4.31M -$2.23M -32,901 -34%
BFG
147
Bleakley Financial Group
New Jersey
$4.26M -$23.6K -349 -0.6%
Comerica Bank
148
Comerica Bank
Texas
$4.17M -$91.9K -1,357 -2%
NL
149
NWAM LLC
Washington
$4.13M +$4.13M +60,978 New
CFP
150
Cascade Financial Partners
California
$3.91M -$13.5K -209 -0.3%
4 5
6
7 8