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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 %
BW
201
BIP Wealth
Georgia
$2.39M +$132K +1,945 +6%
PA
202
Probity Advisors
Texas
$2.37M -$110K -1,619 -4%
EWM
203
Endowment Wealth Management
Wisconsin
$2.37M +$51.9K +766 +2%
BI
204
Berkeley Inc
Idaho
$2.35M +$1.18M +17,388 +100%
P
205
&Partners
Tennessee
$2.35M +$861K +12,723 +58%
APSPRSPT
206
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$2.34M +$2.34M +34,526 New
GRP
207
Global Retirement Partners
California
$2.31M +$427K +6,309 +23%
CFG
208
Citizens Financial Group
Rhode Island
$2.28M -$237K -3,500 -9%
EWM
209
Elmwood Wealth Management
California
$2.28M +$23.6K +348 +1%
CAM
210
Cresset Asset Management
Illinois
$2.26M -$30.9K -457 -1%
AFTS
211
American Financial & Tax Strategies
New York
$2.25M -$13.8K -204 -0.6%
PAS
212
Park Avenue Securities
New York
$2.24M +$82.6K +1,220 +4%
Millennium Management
213
Millennium Management
New York
$2.23M +$2.23M +32,951 New
IWM
214
IHT Wealth Management
Illinois
$2.23M -$21.2K -320 -0.9%
PP
215
Prosperity Planning
Missouri
$2.21M -$6.09K -90 -0.3%
FAM
216
Frontier Asset Management
Wyoming
$2.21M -$180K -2,654 -8%
ACA
217
Atlas Capital Advisors
Wyoming
$2.21M +$114K +1,677 +5%
BPA
218
Beacon Pointe Advisors
California
$2.2M -$148K -2,182 -6%
VT
219
Vise Technologies
New York
$2.19M +$328K +4,851 +18%
DSA
220
Droms Strauss Advisors
Missouri
$2.19M -$38.1K -563 -2%
CP
221
Canopy Partners
Ohio
$2.18M – – –
ES
222
Eagle Strategies
New York
$2.13M -$53.8K -795 -2%
MFC
223
Morris Financial Concepts
South Carolina
$2.11M -$408K -6,027 -16%
NFW
224
Noble Family Wealth
Florida
$2.09M -$542 -8 -0%
PWM
225
Partnership Wealth Management
Maryland
$2.08M +$1.65M +24,368 +380%
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