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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

698 hedge funds and large institutions have $5.92B invested in iShares MSCI EAFE Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 262 increasing their positions, 228 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
698
Holders Change
+10
Holders Change %
+1.45%
% of All Funds
9.29%
Holding in Top 10
14
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-30%
% of All Funds
0.19%
New
88
Increased
262
Reduced
228
Closed
63
Calls
$656K
Puts
$286K
Net Calls
+$370K
Net Calls Change
-$110K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$203M
2
Citigroup
2
Citigroup
New York
$88.2M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$272M
4
Goldman Sachs
4
Goldman Sachs
New York
$218M
5
AIMCA
5
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$55M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$590M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$95.4M
3
Mariner
3
Mariner
Kansas
$9.07M
4
State of Tennessee, Department of Treasury
4
State of Tennessee, Department of Treasury
Tennessee
$31.8M
5
Creative Planning
5
Creative Planning
Kansas
$285M
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
301
RBF Capital
California
$911K – – –
WCFA
302
Walkner Condon Financial Advisors
Wisconsin
$895K +$6.08K +100 +0.7%
KWM
303
Kingsview Wealth Management
Oregon
$894K +$346K +5,694 +63%
DWT
304
Dorsey & Whitney Trust
South Dakota
$887K +$4.86K +80 +0.6%
AWA
305
Aletheian Wealth Advisors
Washington
$879K -$15.7K -259 -2%
GA
306
GFS Advisors
Texas
$872K -$2.43K -40 -0.3%
AFG
307
Allegheny Financial Group
Pennsylvania
$869K +$169K +2,786 +24%
KAS
308
Kestra Advisory Services
Texas
$863K -$192K -3,162 -18%
FLPIM
309
F.L. Putnam Investment Management
Massachusetts
$862K -$40.5K -666 -4%
TFG
310
Tilson Financial Group
New Jersey
$858K -$33.9K -557 -4%
GT
311
Glenview Trust
Kentucky
$847K -$11.5K -189 -1%
UL
312
Unionview LLC
Washington
$833K +$12.3K +202 +1%
TFA
313
Tobias Financial Advisors
Florida
$829K -$4.68K -77 -0.6%
WP
314
Westmount Partners
California
$824K +$31K +510 +4%
MIAS
315
Mason Investment Advisory Services
Virginia
$823K +$16.4K +270 +2%
HIA
316
Harbor Investment Advisory
Maryland
$819K -$1.76K -29 -0.2%
TI
317
Truepoint Inc
Ohio
$814K +$17.4K +286 +2%
ATC
318
Argent Trust Co
Tennessee
$814K +$6.44K +106 +0.8%
MAM
319
McLean Asset Management
Virginia
$812K -$649K -10,676 -44%
FAT
320
First American Trust
California
$808K +$159K +2,612 +24%
MFG
321
Magnus Financial Group
New York
$795K -$72.1K -1,186 -8%
BF
322
BOK Financial
Oklahoma
$794K +$49.4K +832 +7%
FWTB
323
First Western Trust Bank
Colorado
$792K – – –
CWM
324
Cahill Wealth Management
Michigan
$791K +$11.7K +192 +1%
IAA
325
Independent Advisor Alliance
North Carolina
$786K +$786K +12,939 New
11 12
13
14 15