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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 %
APG
176
Abacus Planning Group
South Carolina
$2.48M +$65.2K +1,074 +3%
BHWA
177
Beacon Harbor Wealth Advisors
Virginia
$2.46M +$152K +2,498 +7%
EPM
178
Elm Partners Management
Pennsylvania
$2.36M -$54K -889 -2%
PWM
179
Partnership Wealth Management
Maryland
$2.35M +$485K +7,976 +26%
PCM
180
Pointe Capital Management
Michigan
$2.35M -$139K -2,291 -6%
CF
181
Corrigan Financial
Rhode Island
$2.32M +$32.5K +535 +1%
AWM
182
Avior Wealth Management
Nebraska
$2.3M +$86.6K +1,429 +4%
UB
183
UMB Bank
Missouri
$2.3M -$1.12M -18,491 -33%
DADC
184
D.A. Davidson & Co
Montana
$2.29M -$3.49M -57,511 -60%
UF
185
Univest Financial
Pennsylvania
$2.25M +$1.51M +24,808 +202%
GPA
186
Guidance Point Advisors
Massachusetts
$2.24M +$73.7K +1,213 +3%
KFG
187
Kelly Financial Group
Connecticut
$2.23M +$2.23M +36,710 New
NHC
188
Nicholas Hoffman & Company
Georgia
$2.23M -$307K -5,052 -12%
EA
189
Efficient Advisors
Ohio
$2.22M -$33.2K -546 -1%
NFW
190
Noble Family Wealth
Florida
$2.21M +$338K +5,548 +18%
VW
191
Vance Wealth
California
$2.19M -$94.6K -1,558 -4%
IWM
192
IHT Wealth Management
Illinois
$2.18M +$136K +2,232 +7%
BW
193
BIP Wealth
Georgia
$2.17M +$23.6K +389 +1%
PAS
194
Park Avenue Securities
New York
$2.15M +$142K +2,331 +7%
RWM
195
Rialto Wealth Management
New York
$2.14M +$2.14M +35,260 New
PP
196
PrairieView Partners
Minnesota
$2.12M -$241K -3,966 -10%
VT
197
Vise Technologies
New York
$2.12M +$155K +2,557 +8%
GRP
198
Global Retirement Partners
California
$2.12M +$40.6K +669 +2%
HLCM
199
Hi-Line Capital Management
South Dakota
$2.11M +$2.11M +34,738 New
ES
200
Eagle Strategies
New York
$2.1M +$194K +3,196 +10%
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