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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.

Holders
698
Holders Change
+10
Holders Change %
+1.45%
% of All Funds
9.3%
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 Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$41.5M 683,383 +13,375 +2%
AAS
27
Avantax Advisory Services
Texas
$41.3M 680,651 +10,247 +2%
OCM
28
One Capital Management
California
$39.9M 656,869 +2,641 +0.4%
Corient Private Wealth
29
Corient Private Wealth
Florida
$39.2M 645,375 -23,789 -4%
LPL Financial
30
LPL Financial
California
$37M 609,238 +26,732 +5%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$36.9M 607,487 +15,797 +3%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$35.7M 586,929 -100,059 -15%
WSFS
33
Wilmington Savings Fund Society
Delaware
$35.2M 578,686 +7,061 +1%
Franklin Resources
34
Franklin Resources
California
$32.8M 539,546 +78,497 +17%
State of Tennessee, Department of Treasury
35
State of Tennessee, Department of Treasury
Tennessee
$31.8M 524,021 -182,258 -26%
PL
36
Plancorp LLC
Missouri
$28M 461,050 +15,398 +3%
MGIA
37
Moneta Group Investment Advisors
Missouri
$28M 460,339 -13,249 -3%
HHGA
38
Halbert Hargrove Global Advisors
California
$27.4M 451,833 -12,211 -3%
BAAM
39
Baker Avenue Asset Management
California
$26.4M 434,697 +5,304 +1%
BP
40
Ballentine Partners
Massachusetts
$26.3M 433,166 -8,655 -2%
FDCDDQ
41
Federation des caisses Desjardins du Quebec
Quebec, Canada
$26.3M 432,866 +41,573 +11%
Nuveen Asset Management
42
Nuveen Asset Management
Illinois
$25.3M 417,233 +253,021 +154%
Wells Fargo
43
Wells Fargo
California
$23.9M 393,911 +67,655 +21%
CL
44
Choreo LLC
Illinois
$23.7M 390,194 -16,494 -4%
MCCA
45
Mill Creek Capital Advisors
Pennsylvania
$20.6M 339,313 -6,001 -2%
ABTD
46
Arvest Bank Trust Division
Oklahoma
$20.5M 338,202 +4,130 +1%
WAP
47
Wealthcare Advisory Partners
Pennsylvania
$19.6M 321,864 +24,465 +8%
BMC
48
Bear Mountain Capital
Washington
$19.5M 314,324 +19,992 +7%
BAMG
49
Brand Asset Management Group
Missouri
$19.3M 317,821 +9,744 +3%
QCG
50
Quadrant Capital Group
Ohio
$18.2M 300,267 +5,927 +2%
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