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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 %
DI
176
Disciplined Investments
Oklahoma
$2.95M -$5.42K -80 -0.2%
STA
177
Summit Trail Advisors
New York
$2.94M – – –
Renaissance Technologies
178
Renaissance Technologies
New York
$2.93M +$2.93M +43,275 New
RWPA
179
Richard W. Paul & Associates
Michigan
$2.9M +$34.1K +503 +1%
CP
180
Creekside Partners
California
$2.86M +$14.6K +215 +0.5%
CAM
181
ClariVest Asset Management
California
$2.84M – – –
NHC
182
Nicholas Hoffman & Company
Georgia
$2.83M -$57.9K -855 -2%
CA
183
Crewe Advisors
Utah
$2.82M +$496K +7,320 +21%
OAM
184
Oppenheimer Asset Management
New York
$2.8M +$27.1K +401 +1%
CFC
185
Coyle Financial Counsel
Illinois
$2.79M +$133K +2,156 +5%
PCM
186
Pointe Capital Management
Michigan
$2.77M +$140K +2,061 +5%
RPGK
187
Retirement Planning Group (Kansas)
Kansas
$2.75M +$2.75M +40,564 New
MMA
188
Miracle Mile Advisors
California
$2.72M -$159K -2,352 -6%
APG
189
Abacus Planning Group
South Carolina
$2.69M -$40.3K -596 -1%
EPM
190
Elm Partners Management
Pennsylvania
$2.69M – – –
PP
191
PrairieView Partners
Minnesota
$2.63M -$28.8K -425 -1%
FCAM
192
First Citizens Asset Management
North Carolina
$2.61M -$83.2K -1,229 -3%
BHWA
193
Beacon Harbor Wealth Advisors
Virginia
$2.58M +$110K +1,627 +4%
VW
194
Vance Wealth
California
$2.55M -$116K -1,718 -4%
CF
195
Corrigan Financial
Rhode Island
$2.55M -$22.3K -330 -0.9%
FTWA
196
Fifth Third Wealth Advisors
Ohio
$2.51M +$640K +9,455 +34%
EA
197
Efficient Advisors
Ohio
$2.51M -$180K -2,653 -7%
AWM
198
Avior Wealth Management
Nebraska
$2.47M -$1.08M -16,060 -30%
FWP
199
Falcon Wealth Planning
California
$2.44M -$5.86M -86,597 -71%
GPA
200
Guidance Point Advisors
Massachusetts
$2.41M +$8.87K +131 +0.4%
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