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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 %
CIAS
576
Capital Investment Advisory Services
North Carolina
$48.6K -$1.15K -19 -2%
TRCT
577
Tower Research Capital (TRC)
New York
$48.3K +$48.3K +795 New
BTI
578
Blue Trust Inc
Georgia
$47.4K – – –
MPWT
579
MassMutual Private Wealth & Trust
Connecticut
$46.8K +$46.8K +770 New
SIS
580
Sound Income Strategies
Florida
$45.1K +$608 +10 +1%
OC
581
Oarsman Capital
Wisconsin
$43.8K +$61 +1 +0.1%
JFA
582
JNBA Financial Advisors
Minnesota
$42.5K – – –
GCM
583
Gables Capital Management
Florida
$41.8K – – –
AF
584
Advisornet Financial
Minnesota
$41.7K -$19.4K -319 -32%
EAM
585
Empirical Asset Management
Massachusetts
$38.5K +$38.5K +38,457 New
FA
586
Fedenia Advisers
Wisconsin
$38.3K +$38.3K +630 New
ZRP
587
Zynergy Retirement Planning
New Jersey
$38K – – –
CSC
588
Caldwell Sutter Capital
California
$37.9K – – –
CWM
589
Cranbrook Wealth Management
Michigan
$37.8K – – –
BA
590
Bristlecone Advisors
Washington
$37.2K – – –
NP
591
NorthRock Partners
Minnesota
$36.6K – – –
VWM
592
Venturi Wealth Management
Texas
$35.2K +$8.57K +141 +32%
HBW
593
Hazlett, Burt & Watson
West Virginia
$35K +$252 +4 +0.7%
TSMHT
594
Thurston Springer Miller Herd & Titak
Indiana
$35K +$7.54K +124 +27%
PCTC
595
Perkins Coie Trust Company
Washington
$34.5K – – –
RPCA
596
Running Point Capital Advisors
California
$34.5K +$33.7K +555 +4,269%
HPC
597
HM Payson & Co
Maine
$34.1K +$26.7K +440 +361%
AEPWM
598
Atlantic Edge Private Wealth Management
Florida
$32.1K +$31.3K +516 +4,300%
HWM
599
Hemington Wealth Management
Virginia
$32K +$606 +10 +2%
TCM
600
Tradewinds Capital Management
Washington
$30.9K – – –
22 23
24
25 26