SCZ icon

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 %
WCM
276
Wealthcare Capital Management
Virginia
$1.34M +$142K +2,392 +12%
SFP
277
Sterling Financial Planning
New Jersey
$1.34M -$12.7K -213 -0.9%
TFF
278
The Family Firm
Maryland
$1.33M +$42.1K +707 +3%
CPA
279
Cardiff Park Advisors
California
$1.32M
GP
280
Girard Partners
Pennsylvania
$1.28M -$7.44K -125 -0.6%
IPW
281
Intergy Private Wealth
Colorado
$1.27M -$10.4K -174 -0.8%
RFC
282
Regions Financial Corp
Alabama
$1.26M -$53.5K -899 -4%
PAS
283
Park Avenue Securities
New York
$1.26M +$98.8K +1,660 +8%
EAM
284
Evanson Asset Management
California
$1.24M +$5.48K +92 +0.4%
R
285
Rebalance
California
$1.23M -$67.3K -1,131 -5%
MIAS
286
Mason Investment Advisory Services
Virginia
$1.22M -$972K -16,329 -44%
BFEC
287
Benjamin F. Edwards & Company
Missouri
$1.2M +$11.1K +186 +0.9%
TFG
288
Tilson Financial Group
New Jersey
$1.19M -$13.2K -221 -1%
SGA
289
Strategic Global Advisors
California
$1.17M +$350K +5,885 +43%
MA
290
Mutual Advisors
Nebraska
$1.16M +$20.8K +350 +2%
GT
291
Glenview Trust
Kentucky
$1.14M +$66K +1,109 +6%
DC
292
Davenport & Co
Virginia
$1.12M +$1.67K +28 +0.1%
TC
293
TAGStone Capital
North Carolina
$1.12M +$34.1K +573 +3%
TIM
294
Tortoise Investment Management
New York
$1.12M -$38.7K -650 -3%
American Century Companies
295
American Century Companies
Missouri
$1.12M +$876K +14,728 +364%
SFS
296
Sowell Financial Services
Arkansas
$1.11M -$566K -9,514 -34%
BAM
297
Baldrige Asset Management
Pennsylvania
$1.11M +$12.4K +208 +1%
GAM
298
GEM Asset Management
Michigan
$1.11M
BWL
299
Bogart Wealth LLC
Virginia
$1.07M
RWA
300
Ropes Wealth Advisors
Massachusetts
$1.06M +$62.7K +1,054 +6%