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iShares MSCI EAFE Small-Cap ETF

698 hedge funds and large institutions have $9.55B invested in iShares MSCI EAFE Small-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 256 increasing their positions, 245 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
698
Holders Change
-23
Holders Change %
-3.19%
% of All Funds
11.05%
Holding in Top 10
38
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.56%
% of All Funds
0.6%
New
67
Increased
256
Reduced
245
Closed
80
Calls
$590K
Puts
$8.7M
Net Calls
-$8.11M
Net Calls Change
+$123K
Name Holding Trade Value Shares
Change
Shares
Change %
AIA
276
Alera Investment Advisors
Illinois
$1.72M -$1.92M -29,008 -53%
BI
277
Berkeley Inc
Idaho
$1.71M +$311K +4,684 +22%
CL
278
CPWM LLC
Washington
$1.69M +$317K +4,778 +23%
BDF
279
Balasa Dinverno & Foltz
$1.68M -$167K -2,525 -9%
PWS
280
Peloton Wealth Strategists
Indiana
$1.67M +$82.3K +1,241 +5%
RWA
281
River Wealth Advisors
Pennsylvania
$1.67M +$29K +437 +2%
IWM
282
IHT Wealth Management
Illinois
$1.63M -$957K -14,434 -37%
BWL
283
Bogart Wealth LLC
Virginia
$1.57M
LWA
284
Lenox Wealth Advisors
New York
$1.56M +$1.37K +21 +0.1%
JWCA
285
J.W. Cole Advisors
Florida
$1.53M -$194K -2,929 -11%
GW
286
GW & Wade
Massachusetts
$1.5M +$60.7K +915 +4%
LA
287
Latitude Advisors
Florida
$1.47M +$1.07M +16,162 +271%
MWAM
288
Manhattan West Asset Management
California
$1.46M +$1.46M +21,933 New
BAM
289
Baldrige Asset Management
Pennsylvania
$1.45M +$1.13K +17 +0.1%
Deutsche Bank
290
Deutsche Bank
Germany
$1.43M -$76.9K -1,160 -5%
WCM
291
Wealthcare Capital Management
Virginia
$1.42M +$811K +12,217 +134%
GT
292
Glenview Trust
Kentucky
$1.39M -$40.4K -608 -3%
BAM
293
Belpointe Asset Management
Nevada
$1.35M +$96.7K +1,458 +8%
FWTB
294
First Western Trust Bank
Colorado
$1.34M +$1.34M +19,834 New
SGA
295
Strategic Global Advisors
California
$1.33M +$371K +5,590 +39%
PWM
296
PBMares Wealth Management
Virginia
$1.32M
TFF
297
The Family Firm
Maryland
$1.31M +$664 +10 +0.1%
AP
298
Adero Partners
California
$1.3M
AWS
299
Atria Wealth Solutions
New York
$1.29M +$1.29M +19,434 New
VW
300
Vance Wealth
California
$1.29M +$1.01M +15,174 +360%