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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$884M 13,059,249 +409,001 +3%
Natixis Advisors
2
Natixis Advisors
Massachusetts
$598M 8,839,995 +720,391 +9%
Creative Planning
3
Creative Planning
Kansas
$327M 4,833,346 -138,395 -3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$251M 3,709,228 -1,708,451 -32%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$243M 3,585,250 -230,269 -6%
State of New Jersey Common Pension Fund D
6
State of New Jersey Common Pension Fund D
New Jersey
$241M 3,560,557 – –
BlackRock
7
BlackRock
New York
$221M 3,261,185 -198,843 -6%
Goldman Sachs
8
Goldman Sachs
New York
$220M 3,251,725 -323,189 -9%
Morgan Stanley
9
Morgan Stanley
New York
$182M 2,693,615 -76,536 -3%
MWM
10
Modera Wealth Management
New Jersey
$154M 2,271,038 +144,223 +7%
TIAA Trust, National Association
11
TIAA Trust, National Association
North Carolina
$131M 1,938,594 -5,923,067 -75%
Bank of America
12
Bank of America
North Carolina
$125M 1,847,588 -111,426 -6%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$112M 1,661,380 -25,107 -1%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$88.6M 1,308,857 +1,201,734 +1,122%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$88.4M 1,305,174 -16,404 -1%
Northern Trust
16
Northern Trust
Illinois
$76.3M 1,126,499 -65,637 -6%
Focus Partners Wealth
17
Focus Partners Wealth
Massachusetts
$76M 1,122,940 -191,374 -15%
FMWA
18
Forvis Mazars Wealth Advisors
Missouri
$74.3M 1,097,512 -45,301 -4%
CCWM
19
Cassaday & Co Wealth Management
Virginia
$60.1M 887,531 -3,666 -0.4%
UBS Group
20
UBS Group
Switzerland
$56.8M 838,703 -187,057 -18%
HighTower Advisors
21
HighTower Advisors
Illinois
$54.9M 810,652 +90,827 +13%
State of Tennessee, Department of Treasury
22
State of Tennessee, Department of Treasury
Tennessee
$47.8M 706,279 +8,239 +1%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$46.5M 686,988 +363,541 +112%
CCM
24
Coldstream Capital Management
Washington
$45.6M 673,978 +33,461 +5%
AAS
25
Avantax Advisory Services
Texas
$45.4M 670,404 +14,015 +2%
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