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iShares MSCI EAFE Small-Cap ETF

666 hedge funds and large institutions have $7.12B invested in iShares MSCI EAFE Small-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 256 increasing their positions, 241 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
666
Holders Change
-32
Holders Change %
-4.58%
% of All Funds
11.26%
Holding in Top 10
26
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-31.58%
% of All Funds
0.44%
New
65
Increased
256
Reduced
241
Closed
88
Calls
$813K
Puts
$43.6M
Net Calls
-$42.8M
Net Calls Change
-$34.7M
Name Holding Trade Value Shares
Change
Shares
Change %
TFA
301
Tobias Financial Advisors
Florida
$938K -$108K -1,973 -10%
BWM
302
Baystate Wealth Management
Massachusetts
$935K +$697K +12,757 +293%
FWTB
303
First Western Trust Bank
Colorado
$932K -$155K -2,826 -14%
SWA
304
Sax Wealth Advisors
New Jersey
$928K -$57.6K -1,054 -6%
RWA
305
Ropes Wealth Advisors
Massachusetts
$925K
Principal Financial Group
306
Principal Financial Group
Iowa
$922K
WCFA
307
Walkner Condon Financial Advisors
Wisconsin
$921K +$39.4K +722 +4%
RF
308
Resolute Financial
Massachusetts
$909K -$14.2K -260 -2%
Citigroup
309
Citigroup
New York
$905K -$51.6K -945 -5%
SFP
310
Sterling Financial Planning
New Jersey
$904K -$55K -1,007 -6%
FFA
311
First Foundation Advisors
California
$902K +$902K +16,517 New
NA
312
Nottingham Advisors
New York
$890K -$13.8K -252 -2%
WCF
313
West Coast Financial
California
$883K -$30.6K -560 -3%
YIH
314
Y-Intercept (HK)
Hong Kong
$861K +$861K +15,769 New
WPW
315
Waldron Private Wealth
Pennsylvania
$844K -$793K -14,536 -48%
MA
316
MAS Advisors
Florida
$842K +$21.4K +392 +3%
ICP
317
Interchange Capital Partners
Pennsylvania
$838K +$390K +7,143 +87%
SLT
318
St Louis Trust
Missouri
$813K
BFEC
319
Benjamin F. Edwards & Company
Missouri
$804K +$115K +2,109 +17%
CWA
320
Cornerstone Wealth Advisors
Minnesota
$793K -$35.2K -646 -4%
OC
321
Oppenheimer & Co
New York
$779K -$41.1K -753 -5%
KA
322
Klingman & Associates
New York
$779K +$109K +2,000 +16%
MA
323
Mutual Advisors
Nebraska
$777K -$116K -2,118 -13%
CA
324
Continuum Advisory
Idaho
$766K +$21K +385 +3%
HIA
325
Harbor Investment Advisory
Maryland
$753K -$90.9K -1,665 -11%