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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 %
CIAS
676
CBIZ Investment Advisory Services
Ohio
$2.8K 46 -1,027 -96%
PC
677
Promus Capital
Illinois
$2.73K 45 +45 New
EWM
678
EPG Wealth Management
Georgia
$2.67K 44 +1 +2%
AIM
679
Anchor Investment Management
South Carolina
$2.55K 42 – –
WIM
680
Westside Investment Management
California
$2.49K 41 – –
DFA
681
DHJJ Financial Advisors
Illinois
$2.43K 40 – –
LOIP
682
Live Oak Investment Partners
Texas
– – – –
TC
683
Truvestments Capital
Florida
$2.37K 39 +39 New
BIA
684
Bell Investment Advisors
California
$2.01K 33 – –
PMFA
685
Plante Moran Financial Advisors
Michigan
$1.94K 32 +26 +433%
KWM
686
Kiker Wealth Management
Georgia
$1.82K 30 +30 New
RF
687
Roxbury Financial
New Jersey
$1.79K 28 +28 New
FFA
688
Founders Financial Alliance
North Carolina
$1.76K 29 – –
DF
689
DecisionPoint Financial
Arizona
$1.58K 26 – –
SS
690
Sunbelt Securities
Texas
$1.52K 25 – –
AIC
691
Archer Investment Corporation
Indiana
$1.34K 22 – –
WWP
692
WR Wealth Planners
Missouri
$1.22K 20 – –
MLA
693
MB, Levis & Associates
Pennsylvania
$1.02K 17 +1 +6%
FRA
694
Front Row Advisors
California
$911 15 – –
RFS
695
Richardson Financial Services
Massachusetts
$791 13 +13 New
OHWP
696
Oak Harbor Wealth Partners
North Carolina
$668 11 – –
FDW
697
Fourth Dimension Wealth
Ohio
$583 10 +10 New
HCM
698
Hollencrest Capital Management
California
$425 7 – –
FGC
699
Financial Gravity Companies
Texas
$327 5 +5 New
NS
700
NBC Securities
Alabama
$105 1 -1,733 -100%
26 27
28
29 30