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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 %
AL
151
Aspiriant LLC
California
$3.87M -$118K -1,738 -3%
UB
152
UMB Bank
Missouri
$3.81M -$477K -7,052 -11%
NAMNJ
153
NorthStar Asset Management (New Jersey)
New Jersey
$3.73M +$193K +2,844 +5%
TWP
154
Total Wealth Planning
Ohio
$3.69M -$94.8K -1,400 -3%
WIA
155
World Investment Advisors
California
$3.66M -$29.8K -440 -0.8%
KPWS
156
Kestra Private Wealth Services
Texas
$3.58M -$142K -2,098 -4%
AOI
157
Auto-Owners Insurance
Michigan
$3.54M – – –
Acadian Asset Management
158
Acadian Asset Management
Massachusetts
$3.52M -$1.73M -25,543 -33%
PFBT
159
Parkside Financial Bank & Trust
Missouri
$3.48M +$201K +2,974 +6%
BCWM
160
Bartlett & Co Wealth Management
Ohio
$3.39M -$88K -1,300 -3%
Mercer Global Advisors
161
Mercer Global Advisors
Colorado
$3.39M -$1.07M -15,886 -24%
NB
162
NBT Bank
New York
$3.37M -$35.5K -525 -1%
AIM
163
Acropolis Investment Management
Missouri
$3.35M +$12.6K +188 +0.4%
SYBT
164
Stock Yards Bank & Trust
Kentucky
$3.35M -$417K -6,156 -11%
RIA
165
Regal Investment Advisors
Michigan
$3.23M -$79.7K -1,177 -2%
PIFP
166
Partners in Financial Planning
Virginia
$3.22M -$1.35K -20 -0%
TCM
167
Telos Capital Management
California
$3.19M +$24.3K +359 +0.8%
NFP
168
Narus Financial Partners
Utah
$3.18M +$234K +3,451 +8%
MC
169
Martin & Co
Tennessee
$3.16M -$2.23K -33 -0.1%
RCAG
170
Rehmann Capital Advisory Group
Michigan
$3.05M +$11K +163 +0.4%
Citigroup
171
Citigroup
New York
$3.04M -$7.86M -116,089 -72%
ICMM
172
Integrated Capital Management (Michigan)
Michigan
$2.99M +$2.99M +44,194 New
HW
173
Hancock Whitney
Mississippi
$2.97M -$7.72K -114 -0.3%
TFCP
174
Twin Focus Capital Partners
Massachusetts
$2.96M -$3.48M -51,420 -54%
Citadel Advisors
175
Citadel Advisors
Florida
$2.96M +$2.96M +43,709 New
5 6
7
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