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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
FAC
4
Financial Advisory Corporation
Michigan
$43.2M
5
Goldman Sachs
5
Goldman Sachs
New York
$218M

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 %
SWM
51
Shakespeare Wealth Management
Wisconsin
$17.5M 288,201 +7,581 +3%
Envestnet Portfolio Solutions
52
Envestnet Portfolio Solutions
Illinois
$17.4M 286,953 -26,149 -8%
Truist Financial
53
Truist Financial
North Carolina
$16.8M 277,082 +4,451 +2%
EH
54
Equitable Holdings
New York
$16.5M 270,840 +916 +0.3%
SPA
55
Shore Point Advisors
New Jersey
$16M 262,982 +9,606 +4%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$15.8M 260,156 +2,495 +1%
MCM
57
MAI Capital Management
Ohio
$15.8M 260,022 +10,021 +4%
Stifel Financial
58
Stifel Financial
Missouri
$14.7M 241,985 -2,513 -1%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$13.7M 226,134 +3,749 +2%
Raymond James Financial
60
Raymond James Financial
Florida
$13.7M 224,959 +224,959 New
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$13.5M 222,739 +19,661 +10%
FSC
62
Full Sail Capital
Oklahoma
$13.1M 215,568 -4,332 -2%
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$13.1M 214,997 -78,133 -27%
CCA
64
Checchi Capital Advisers
California
$13M 213,998 +20,116 +10%
SC
65
Savant Capital
Illinois
$12.9M 213,085 -8,731 -4%
MWM
66
Mission Wealth Management
California
$12.2M 201,609 +2,259 +1%
FCBT
67
First Citizens Bank & Trust
North Carolina
$12.1M 199,741 -16,990 -8%
EWA
68
Exencial Wealth Advisors
Oklahoma
$11.5M 189,564 -663 -0.3%
WA
69
Wealth Architects
California
$11.3M 186,106 -1,131 -0.6%
PPW
70
Parcion Private Wealth
Washington
$10.8M 177,622 -1,732 -1%
KA
71
Klingman & Associates
New York
$10.4M 171,363 -7,145 -4%
RFA
72
RTD Financial Advisors
Pennsylvania
$10.3M 168,866 +11,162 +7%
PFA
73
Pure Financial Advisors
California
$9.97M 164,089 -3,668 -2%
APW
74
Austin Private Wealth
Texas
$9.93M 163,479 -9,957 -6%
Osaic Holdings
75
Osaic Holdings
Arizona
$9.62M 158,250 +2,549 +2%
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