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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
9.29%
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 %
PP
201
Prosperity Planning
Missouri
$2.08M +$87.7K +1,443 +4%
CA
202
Crewe Advisors
Utah
$2.07M -$465K -7,647 -18%
MMA
203
Miracle Mile Advisors
California
$2.07M -$376K -6,185 -15%
SAG
204
SageView Advisory Group
California
$2.05M +$1.56M +25,619 +313%
CFG
205
Citizens Financial Group
Rhode Island
$2.05M -$1.09K -18 -0.1%
AFTS
206
American Financial & Tax Strategies
New York
$2.02M – – –
EWM
207
Elmwood Wealth Management
California
$2.01M -$29.5K -486 -1%
PA
208
Probity Advisors
Texas
$2.01M -$117K -1,933 -6%
DSA
209
Droms Strauss Advisors
Missouri
$2.01M +$45.9K +755 +2%
SYBT
210
Stock Yards Bank & Trust
Kentucky
$2M -$1M -16,470 -33%
OSAM
211
O'Shaughnessy Asset Management
Connecticut
$1.99M +$585K +9,630 +42%
ACA
212
Atlas Capital Advisors
Wyoming
$1.99M +$8.32K +137 +0.4%
JJBC
213
James J. Burns & Company
New York
$1.97M +$207K +3,407 +12%
FCAM
214
First Citizens Asset Management
North Carolina
$1.95M -$394K -6,486 -17%
RWP
215
RWA Wealth Partners
Massachusetts
$1.94M -$4.6M -75,714 -70%
RWM
216
Reston Wealth Management
Virginia
$1.91M +$177K +2,908 +10%
CP
217
Canopy Partners
Ohio
$1.91M -$46.5K -765 -2%
Barclays
218
Barclays
United Kingdom
$1.9M +$418K +6,876 +28%
FAM
219
Frontier Asset Management
Wyoming
$1.88M -$102K -1,681 -5%
CAL
220
Capital Analysts LLC
Pennsylvania
$1.87M +$111K +1,834 +6%
FTWA
221
Fifth Third Wealth Advisors
Ohio
$1.86M -$392K -6,459 -17%
SPIA
222
Steward Partners Investment Advisory
New York
$1.85M -$15.3K -252 -0.8%
BCG
223
Breakwater Capital Group
New Jersey
$1.84M +$309K +5,089 +20%
CI Investments Inc
224
CI Investments Inc
Ontario, Canada
$1.84M – – –
FWP
225
Falcon Wealth Planning
California
$1.82M -$366K -6,031 -17%
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