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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 %
CIA
426
Compass Ion Advisors
Pennsylvania
$381K -$3.89K -64 -1%
CWA
427
Cornerstone Wealth Advisors
Minnesota
$377K -$34.9K -575 -8%
IAN
428
Integrated Advisors Network
Texas
$375K -$122 -2 -0%
BFO
429
Biltmore Family Office
North Carolina
$375K -$145K -2,390 -28%
FFA
430
Farther Finance Advisors
California
$374K +$6.87K +113 +2%
LSPW
431
Lake Street Private Wealth
Illinois
$365K +$5.35K +88 +1%
Carson Wealth (CWM LLC)
432
Carson Wealth (CWM LLC)
Nebraska
$364K -$266K -4,370 -42%
FIA
433
Foundations Investment Advisors
Arizona
$354K -$44.6K -734 -11%
EFG
434
Embree Financial Group
Illinois
$353K -$132K -2,177 -27%
SC
435
Sierra Capital
Florida
$348K -$4.56K -75 -1%
CCA
436
Criterion Capital Advisors
Tennessee
$346K – – –
P
437
Pitcairn
Pennsylvania
$344K +$344K +5,662 New
VFA
438
Valeo Financial Advisors
Indiana
$343K -$106K -1,750 -24%
LA
439
Latitude Advisors
Florida
$343K -$54K -889 -14%
SHGA
440
Sand Hill Global Advisors
California
$342K – – –
SAI
441
Savvy Advisors Inc
New York
$339K +$146K +2,404 +76%
AA
442
Ancora Advisors
Ohio
$337K – – –
MSAM
443
Moloney Securities Asset Management
Missouri
$336K -$12.8K -211 -4%
BFPW
444
BOK Financial Private Wealth
Colorado
$335K – – –
SA
445
Sanctuary Advisors
Indiana
$330K -$69.2K -1,095 -17%
BI
446
Beckerman Institutional
New Jersey
$330K -$18.8K -309 -5%
AWM
447
AllSquare Wealth Management
New York
$330K – – –
RFC
448
Regions Financial Corp
Alabama
$327K -$26.5K -437 -8%
Janney Montgomery Scott
449
Janney Montgomery Scott
Pennsylvania
$325K +$14.7K +243 +5%
VIM
450
Vista Investment Management
Pennsylvania
$318K -$1.46K -24 -0.5%
16 17
18
19 20