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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
9.3%
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 Holding Trade Value Shares
Change 		Shares
Change %
CSWM
526
Cassady Schiller Wealth Management
Ohio
$175K – – –
GIA
527
GHP Investment Advisors
Colorado
$173K – – –
PGAM
528
Princeton Global Asset Management
New Jersey
$168K -$3.71K -61 -2%
AWM
529
Angeles Wealth Management
California
$160K +$148K +2,430 +1,227%
CW
530
Curio Wealth
Maryland
$153K +$153K +2,522 New
PFM
531
Phillips Financial Management
Indiana
$142K – – –
CIR
532
Clear Investment Research
Georgia
$140K +$8.69K +143 +7%
SIC
533
SJS Investment Consulting
Ohio
$139K – – –
GSWM
534
Golden State Wealth Management
California
$135K +$135K +2,230 New
SSB
535
Sandy Spring Bank
Maryland
$132K +$608 +10 +0.5%
SMA
536
Sage Mountain Advisors
Georgia
$126K – – –
LAMC
537
Longview Asset Management (California)
California
$124K +$124K +2,036 New
CAL
538
Capital Advisors Ltd
Ohio
$121K – – –
SWM
539
Spire Wealth Management
Virginia
$118K +$729 +12 +0.6%
DWM
540
Dogwood Wealth Management
Kansas
$117K +$8.87K +146 +8%
HWP
541
Highline Wealth Partners
California
$114K +$2.31K +38 +2%
VNA
542
Valley National Advisers
Pennsylvania
$113K -$15.8K -261 -12%
AAP
543
Arax Advisory Partners
Colorado
$112K -$16.6K -274 -13%
PPC
544
Park Place Capital
Alabama
$110K +$2K +33 +2%
GWS
545
Glassman Wealth Services
Virginia
$109K +$425 +7 +0.4%
HI
546
Harbour Investments
Wisconsin
$103K -$2.31K -38 -2%
KSWA
547
Kathleen S. Wright Associates
Pennsylvania
$103K – – –
TC
548
Trust Company
Kansas
$101K – – –
HB
549
Horizon Bancorp
Indiana
$98K +$8.87K +146 +10%
WWM
550
Wolff Wiese Magana
California
$95.1K +$729 +12 +0.8%
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