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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 %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$590M 9,715,329 -3,343,920 -26%
Natixis Advisors
2
Natixis Advisors
Massachusetts
$539M 8,868,010 +28,015 +0.3%
Creative Planning
3
Creative Planning
Kansas
$285M 4,696,161 -137,185 -3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$272M 4,474,873 +765,645 +21%
Goldman Sachs
5
Goldman Sachs
New York
$218M 3,595,144 +343,419 +11%
BlackRock
6
BlackRock
New York
$217M 3,580,203 +319,018 +10%
State of New Jersey Common Pension Fund D
7
State of New Jersey Common Pension Fund D
New Jersey
$216M 3,560,557 – –
Bank of New York Mellon
8
Bank of New York Mellon
New York
$214M 3,523,657 -61,593 -2%
Bank of America
9
Bank of America
North Carolina
$203M 3,347,926 +1,500,338 +81%
Morgan Stanley
10
Morgan Stanley
New York
$160M 2,628,514 -65,101 -2%
MWM
11
Modera Wealth Management
New Jersey
$147M 2,422,047 +151,009 +7%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$101M 1,655,715 -5,665 -0.3%
TIAA Trust, National Association
13
TIAA Trust, National Association
North Carolina
$95.4M 1,571,174 -367,420 -19%
Citigroup
14
Citigroup
New York
$88.2M 1,451,595 +1,406,676 +3,132%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$79.1M 1,301,235 -7,622 -0.6%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$77.9M 1,282,883 -22,291 -2%
Focus Partners Wealth
17
Focus Partners Wealth
Massachusetts
$76.3M 1,256,647 +133,707 +12%
Northern Trust
18
Northern Trust
Illinois
$67.9M 1,118,316 -8,183 -0.7%
UBS Group
19
UBS Group
Switzerland
$65M 1,069,989 +231,286 +28%
CCWM
20
Cassaday & Co Wealth Management
Virginia
$62M 1,020,557 +133,026 +15%
FMWA
21
Forvis Mazars Wealth Advisors
Missouri
$58.3M 960,484 -137,028 -12%
AIMCA
22
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$55M 905,092 +340,035 +60%
HighTower Advisors
23
HighTower Advisors
Illinois
$47.1M 775,612 -35,040 -4%
CCM
24
Coldstream Capital Management
Washington
$43.5M 716,616 +42,638 +6%
FAC
25
Financial Advisory Corporation
Michigan
$43.2M 711,744 +711,744 New
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