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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 %
GWM
326
Geneos Wealth Management
Colorado
$785K -$11.8K -195 -1%
MFIM
327
Mesirow Financial Investment Management
Illinois
$779K +$132K +2,179 +20%
CFG
328
Clayton Financial Group
Missouri
$776K -$19K -313 -2%
SB
329
Strategic Blueprint
Georgia
$772K -$108K -1,770 -12%
PPW
330
Presilium Private Wealth
Pennsylvania
$754K -$3.95K -65 -0.5%
WPWM
331
Windward Private Wealth Management
Kansas
$751K -$46.8K -770 -6%
LWM
332
LongView Wealth Management
Georgia
$747K -$40.1K -660 -5%
BB
333
Busey Bank
Illinois
$746K – – –
CRC
334
Curi RMB Capital
Illinois
$745K – – –
MFG
335
Merit Financial Group
Georgia
$725K +$12.3K +203 +2%
WT
336
Whittier Trust
California
$713K +$649K +10,685 +1,020%
TSW
337
Thompson Siegel & Walmsley
Virginia
$696K +$373K +6,147 +116%
Invesco
338
Invesco
Georgia
$685K +$9.48K +156 +1%
WCWM
339
Wooster Corthell Wealth Management
Connecticut
$682K -$56.1K -923 -8%
AWS
340
Atria Wealth Solutions
New York
$679K -$4.31K -71 -0.6%
WCP
341
Wealthcare Capital Partners
Pennsylvania
$675K +$675K +11,115 New
BCM
342
BluePointe Capital Management
California
$673K – – –
FH
343
Financial Harvest
Florida
$661K +$661K +10,883 New
SF
344
Summit Financial
New Jersey
$655K -$23.3K -384 -3%
Susquehanna International Group
345
Susquehanna International Group
Pennsylvania
$653K +$653K +10,752 New
Lido Advisors
346
Lido Advisors
California
$637K +$100K +1,654 +19%
WN
347
Williams & Novak
California
$635K -$134K -2,198 -17%
OC
348
Oppenheimer & Co
New York
$634K +$4.56K +75 +0.7%
PWM
349
PBMares Wealth Management
Virginia
$625K -$14.9K -246 -2%
ADL
350
Asset Dedication LLC
California
$623K -$2.67K -44 -0.4%
12 13
14
15 16