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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
Bank of America
North Carolina
$203M
2
Citigroup
Citigroup
New York
$88.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$272M
4
Goldman Sachs
Goldman Sachs
New York
$218M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$55M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$590M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$95.4M
3
Mariner
Mariner
Kansas
$9.07M
4
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$31.8M
5
Creative Planning
Creative Planning
Kansas
$285M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
251
William Blair & Company
Illinois
$1.47M +$18.2K +300 +1%
EWM
252
Empirical Wealth Management
Washington
$1.47M +$156K +2,574 +12%
LNWWM
253
Laird Norton Wetherby Wealth Management
California
$1.46M -$97.1K -1,598 -6%
NAS
254
Nicolet Advisory Services
Wisconsin
$1.45M +$77.4K +1,305 +6%
ASN
255
Advisory Services Network
Georgia
$1.42M -$102K -1,682 -7%
HP
256
Haven Private
Florida
$1.41M +$1.41M +23,190 New
FA
257
FDx Advisors
Illinois
$1.39M -$14.9K -245 -1%
SA
258
Sincerus Advisory
New York
$1.38M +$1.38M +22,759 New
SQA
259
Simon Quick Advisors
New Jersey
$1.38M -$211K -3,475 -13%
PWM
260
Perigon Wealth Management
California
$1.36M +$28.8K +475 +2%
RFWA
261
RPg Family Wealth Advisory
Massachusetts
$1.35M +$2.13K +35 +0.2%
EAM
262
Evanson Asset Management
California
$1.34M -$32.6K -537 -2%
MHS
263
M Holdings Securities
Oregon
$1.34M +$1.34M +22,092 New
Cerity Partners
264
Cerity Partners
New York
$1.3M +$79.9K +1,316 +7%
GPWA
265
Great Point Wealth Advisors
Massachusetts
$1.3M +$1.52K +25 +0.1%
SFP
266
Sterling Financial Planning
New Jersey
$1.28M +$4.56K +75 +0.4%
TCOTS
267
Trust Company of the South
North Carolina
$1.28M – – –
PBT
268
Pictet Bank & Trust
Bahamas
$1.28M +$196K +3,230 +18%
LF
269
Lee Financial
Texas
$1.26M -$115K -1,898 -8%
MA
270
Mutual Advisors
Nebraska
$1.24M -$58.5K -965 -4%
IPW
271
Intergy Private Wealth
Colorado
$1.24M +$182 +3 +0%
HPM
272
Hudson Portfolio Management
New York
$1.24M -$15.2K -250 -1%
CPA
273
Cardiff Park Advisors
California
$1.23M +$1.94K +32 +0.2%
BWA
274
Beam Wealth Advisors
Louisiana
$1.2M +$128K +2,106 +12%
WCM
275
Wealthcare Capital Management
Virginia
$1.19M +$90.9K +1,497 +8%
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