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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
9.3%
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
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 %
BWA
476
Bestgate Wealth Advisors
Maryland
$265K +$265K +4,358 New
CGA
477
Crescent Grove Advisors
Illinois
$264K +$5.23K +86 +2%
WI
478
WrapManager Inc
California
$263K -$39.1K -644 -13%
AAS
479
Annex Advisory Services
Wisconsin
$263K -$67.7K -1,115 -20%
TFM
480
TFC Financial Management
Massachusetts
$258K -$8.14K -134 -3%
FRA
481
Frank Rimerman Advisors
California
$254K – – –
VCM
482
Vivaldi Capital Management
Illinois
$252K – – –
FVIM
483
Fort Vancouver Investment Management
Washington
$251K – – –
ECM
484
Evergreen Capital Management
Washington
$250K +$304 +5 +0.1%
SSW
485
Stone Summit Wealth
Florida
$250K -$3.16K -52 -1%
AllianceBernstein
486
AllianceBernstein
Tennessee
$249K – – –
SIC
487
Samalin Investment Counsel
New York
$246K +$17.3K +285 +8%
Financial Engines Advisors
488
Financial Engines Advisors
California
$245K +$15.8K +260 +7%
FWA
489
FSC Wealth Advisors
New York
$244K +$66.2K +1,090 +37%
T
490
TrueFG
Texas
$242K -$7.41K -122 -3%
MF
491
Montis Financial
Massachusetts
$239K -$55K -906 -19%
LW
492
Linscomb Wealth
Texas
$239K +$4.37K +72 +2%
AWA
493
Archvest Wealth Advisors
California
$238K – – –
SI
494
Stephens Inc
Arkansas
$236K -$32.6K -537 -12%
NB
495
Nicolet Bankshares
Wisconsin
$232K +$1.82K +30 +0.8%
AWM
496
AE Wealth Management
Kansas
$230K -$7.53K -124 -3%
MW
497
Maia Wealth
Colorado
$228K -$29.9K -479 -12%
QCM
498
QRG Capital Management
Illinois
$228K -$911 -15 -0.4%
DFG
499
Dynamic Financial Group
Iowa
$228K +$228K +3,756 New
LL
500
LPWM LLC
Minnesota
$226K -$13.4K -220 -6%
18 19
20
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