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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 %
DACG
351
Donor Advised Charitable Giving
California
$621K +$14K +231 +2%
OIA
352
OneDigital Investment Advisors
Kansas
$618K +$61.8K +1,017 +11%
MG
353
Mather Group
Illinois
$605K -$14.5K -239 -2%
AOWM
354
Alpha Omega Wealth Management
Virginia
$603K +$12K +198 +2%
RW
355
REDW Wealth
New Mexico
$601K +$601K +9,896 New
MWG
356
Martin Worley Group
Utah
$600K +$600K +9,877 New
RCAG
357
Rehmann Capital Advisory Group
Michigan
$594K -$2.14M -35,294 -78%
SLT
358
St Louis Trust
Missouri
$588K – – –
GGS
359
Galvin Gaustad & Stein
Arizona
$585K +$398K +6,555 +213%
Betterment LLC
360
Betterment LLC
New York
$582K +$315K +5,182 +118%
AWP
361
Accretive Wealth Partners
New Jersey
$577K +$39.3K +647 +7%
WHCFA
362
William Howard & Co Financial Advisors
Tennessee
$574K -$90.5K -1,491 -14%
RLWM
363
RF&L Wealth Management
Massachusetts
$571K +$182 +3 +0%
PWPS
364
Pinnacle Wealth Planning Services
Ohio
$568K -$19.6K -323 -3%
FHA
365
First Horizon Advisors
Tennessee
$566K +$49.6K +816 +10%
Kovitz Investment Group Partners
366
Kovitz Investment Group Partners
Illinois
$565K +$114K +1,873 +25%
National Bank of Canada
367
National Bank of Canada
Quebec, Canada
$563K -$29K -477 -5%
SPP
368
Single Point Partners
Massachusetts
$559K +$559K +9,197 New
LG
369
LAM Group
Oregon
$556K – – –
FSWA
370
Financial Synergies Wealth Advisors
Texas
$548K +$6.32K +104 +1%
APWM
371
Argonautica Private Wealth Management
Massachusetts
$542K -$17.7K -291 -3%
JWCA
372
J.W. Cole Advisors
Florida
$536K -$68.6K -1,129 -11%
ICMM
373
Integrated Capital Management (Michigan)
Michigan
$533K -$2.15M -35,427 -80%
DWA
374
Douglass Winthrop Advisors
New York
$527K – – –
CIBC World Market
375
CIBC World Market
Ontario, Canada
$526K -$1.52K -25 -0.3%
13 14
15
16 17