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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 %
Baird Financial Group
76
Baird Financial Group
Wisconsin
$9.55M 157,140 -26,841 -15%
Pathstone Holdings
77
Pathstone Holdings
New Jersey
$9.53M 156,947 -65,816 -30%
AA
78
Alesco Advisors
New York
$9.47M 155,955 -4,188 -3%
IAS
79
IMA Advisory Services
Colorado
$9.27M 152,767 +152,767 New
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$9.23M 151,986 -2,220 -1%
Mariner
81
Mariner
Kansas
$9.07M 149,266 -228,303 -60%
SC
82
Schoolcraft Capital
Colorado
$8.71M 143,361 +2,163 +2%
M&T Bank
83
M&T Bank
New York
$8.38M 137,982 -14,320 -9%
Wealth Enhancement Advisory Services
84
Wealth Enhancement Advisory Services
Minnesota
$8.36M 137,547 +1,146 +0.8%
WMG
85
WESCAP Management Group
California
$8.33M 137,173 -2,393 -2%
OFG
86
Omega Financial Group
California
$8.2M 134,981 +8,450 +7%
FDP
87
Financiere des Professionnels
Quebec, Canada
$8.17M 134,500 – –
CP
88
Covenant Partners
Tennessee
$8.01M 131,774 +429 +0.3%
SIC
89
Shoker Investment Counsel
Ohio
$7.72M 127,117 +1,533 +1%
FWM
90
Fairhaven Wealth Management
Illinois
$7.67M 126,327 -448 -0.4%
SS
91
Sound Stewardship
Kansas
$7.64M 125,765 +3,966 +3%
FWA
92
FSM Wealth Advisors
Ohio
$7.61M 125,616 +19,780 +19%
DC
93
Dorval Corp
Minnesota
$7.55M 124,238 +6,271 +5%
IFS
94
Ifrah Financial Services
Arkansas
$7.51M 123,584 +1,015 +0.8%
WA
95
Waverly Advisors
Alabama
$7.36M 121,150 -19,427 -14%
BJL
96
Brighton Jones LLC
Washington
$7.22M 118,917 +5,382 +5%
GLA
97
Great Lakes Advisors
Illinois
$7.08M 116,492 -1,293 -1%
CST
98
Charles Schwab Trust
Nevada
$7.02M 115,587 +150 +0.1%
CFB
99
Cullen/Frost Bankers
Texas
$6.67M 109,729 +7,652 +7%
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
$6.6M 108,695 +44,512 +69%
2 3
4
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