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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 %
WGC
401
Watts Gwilliam & Co
Arizona
$442K -$33.4K -549 -7%
MFT
402
Moisand Fitzgerald Tamayo
Florida
$440K +$729 +12 +0.2%
QCM
403
Quantinno Capital Management
New York
$437K +$437K +7,200 New
EWA
404
EP Wealth Advisors
California
$437K -$21.9K -360 -5%
NA
405
Note Advisors
New York
$437K +$437K +7,188 New
PFS
406
Prospera Financial Services
Texas
$436K -$3.59K -59 -0.8%
BGWM
407
Bridge Generations Wealth Management
Florida
$436K +$436K +7,176 New
BF
408
Brucke Financial
Indiana
$436K +$436K +6,966 New
CA
409
CoreCap Advisors
Michigan
$432K +$90.4K +1,488 +26%
WPC
410
Wedmont Private Capital
Pennsylvania
$424K +$1.13K +19 +0.3%
CGPCS
411
Capital Group Private Client Services
California
$420K +$2.19K +36 +0.5%
MWS
412
MFA Wealth Services
California
$420K +$420K +6,906 New
Empower Advisory Group
413
Empower Advisory Group
Colorado
$416K -$37.8K -623 -8%
SEIA
414
Signature Estate & Investment Advisors
California
$416K +$6.08K +100 +1%
FAI
415
Fiduciary Advisors Inc
Missouri
$412K +$412K +6,783 New
CA
416
Clune & Associates
Illinois
$409K +$409K +6,731 New
WPP
417
Whalerock Point Partners
Rhode Island
$407K – – –
SWC
418
Spectrum Wealth Counsel
Indiana
$404K +$94.7K +1,559 +31%
BHWM
419
Beaird Harris Wealth Management
Texas
$403K -$4.07K -67 -1%
BWM
420
Brickley Wealth Management
California
$399K – – –
Fisher Asset Management
421
Fisher Asset Management
Washington
$397K +$397K +6,541 New
HNB
422
Huntington National Bank
Ohio
$395K -$460K – –
WANY
423
Wealthspire Advisors (New York)
New York
$393K -$42.5K -699 -10%
HL
424
HeadInvest LLC
Maine
$387K -$65K -1,070 -14%
CMP
425
Courage Miller Partners
Virginia
$383K +$2.98K +49 +0.8%
15 16
17
18 19