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iShares MSCI EAFE Small-Cap ETF

679 hedge funds and large institutions have $8.14B invested in iShares MSCI EAFE Small-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 214 increasing their positions, 271 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
-4
Holders Change %
-0.59%
% of All Funds
10.87%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.48%
New
64
Increased
214
Reduced
271
Closed
52
Calls
$2.83M
Puts
$3.01M
Net Calls
-$184K
Net Calls Change
+$74M
Name Holding Trade Value Shares
Change
Shares
Change %
PCG
251
Prosperity Consulting Group
Maryland
$1.82M -$12.9K -216 -0.7%
WPWM
252
Windward Private Wealth Management
Kansas
$1.81M -$46.6K -783 -3%
Squarepoint
253
Squarepoint
New York
$1.8M +$1.8M +30,165 New
WFAG
254
Wescott Financial Advisory Group
Pennsylvania
$1.72M +$44.5K +748 +3%
NFW
255
Noble Family Wealth
Florida
$1.71M +$1.71M +28,818 New
SPIA
256
Steward Partners Investment Advisory
New York
$1.71M +$36.1K +607 +2%
ML
257
McAdam LLC
Pennsylvania
$1.69M +$33.7K +566 +2%
SPC
258
Sigma Planning Corp
Michigan
$1.6M -$1.33M -22,342 -45%
PWMG
259
Pioneer Wealth Management Group
Texas
$1.58M -$9.88K -166 -0.6%
IWC
260
Integrated Wealth Concepts
Massachusetts
$1.56M +$1.56M +26,219 New
WANY
261
Wealthspire Advisors (New York)
New York
$1.54M +$17.9K +301 +1%
PWA
262
Physician Wealth Advisors
Utah
$1.54M -$58.9K -977 -4%
DE
263
Day & Ennis
Georgia
$1.53M -$35.2K -591 -2%
CA
264
Crewe Advisors
Utah
$1.52M -$256K -4,300 -14%
RWP
265
RWA Wealth Partners
Massachusetts
$1.51M -$71.6K -1,203 -5%
EWM
266
Empirical Wealth Management
Washington
$1.49M +$4.4K +74 +0.3%
SFA
267
Sequoia Financial Advisors
Ohio
$1.48M -$302K -5,073 -17%
RA
268
Rockingstone Advisors
Massachusetts
$1.47M +$352K +5,908 +31%
EWM
269
Endowment Wealth Management
Wisconsin
$1.47M +$99.4K +1,670 +7%
Qube Research & Technologies (QRT)
270
Qube Research & Technologies (QRT)
United Kingdom
$1.46M +$1.46M +24,578 New
MWAM
271
Manhattan West Asset Management
California
$1.46M +$123K +2,065 +9%
CAL
272
Capital Analysts LLC
Pennsylvania
$1.44M -$261K -4,386 -15%
GPWA
273
Great Point Wealth Advisors
Massachusetts
$1.44M -$224K -3,767 -14%
William Blair & Company
274
William Blair & Company
Illinois
$1.39M -$1.01K -17 -0.1%
DCM
275
Dupont Capital Management
Delaware
$1.37M