SCZ icon

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 %
TWP
301
Total Wealth Planning
Ohio
$1.27M +$1.27M +19,156 New
TFA
302
Tobias Financial Advisors
Florida
$1.27M +$1.27M +19,160 New
TIM
303
Tortoise Investment Management
New York
$1.26M -$43.1K -650 -3%
EA
304
Elm Advisors
California
$1.25M -$522K -7,870 -29%
SFM
305
Signet Financial Management
New Jersey
$1.23M -$104K -1,575 -8%
RHBC
306
R.H. Bluestein & Co
Michigan
$1.22M -$597 -9 -0%
TC
307
TAGStone Capital
North Carolina
$1.22M +$199 +3 +0%
SWA
308
Sax Wealth Advisors
New Jersey
$1.2M -$1.58M -23,812 -57%
DY
309
Dowling & Yahnke
California
$1.18M +$54.4K +820 +5%
AI
310
Acuitas Investments
Washington
$1.17M +$1.17M +17,650 New
VFPI
311
Vantage Financial Partners (Illinois)
Illinois
$1.17M +$63.7K +960 +6%
SFP
312
Sterling Financial Planning
New Jersey
$1.17M +$125K +1,888 +12%
Citigroup
313
Citigroup
New York
$1.16M -$68.6M -1,033,461 -98%
MFG
314
Magnus Financial Group
New York
$1.15M +$94.1K +1,418 +9%
RWA
315
Ropes Wealth Advisors
Massachusetts
$1.12M -$58.4K -880 -5%
RF
316
Resolute Financial
Massachusetts
$1.12M -$29.5K -445 -3%
Principal Financial Group
317
Principal Financial Group
Iowa
$1.12M +$1.12M +16,883 New
DC
318
Davenport & Co
Virginia
$1.11M -$27.3K -412 -2%
WCF
319
West Coast Financial
California
$1.11M -$30.8K -465 -3%
NFP
320
Narus Financial Partners
Utah
$1.1M +$1.1M +16,560 New
NA
321
Nottingham Advisors
New York
$1.1M -$729 -11 -0.1%
EWM
322
Endowment Wealth Management
Wisconsin
$1.1M -$85.9K -1,295 -7%
MA
323
Mutual Advisors
Nebraska
$1.08M +$32.9K +496 +3%
WCFA
324
Walkner Condon Financial Advisors
Wisconsin
$1.07M -$332K -4,997 -24%
KAS
325
Kestra Advisory Services
Texas
$1.05M +$271K +4,091 +35%