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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 %
BCG
301
Breakwater Capital Group
New Jersey
$1.05M +$33.4K +562 +3%
CSIA
302
Charles Schwab Investment Advisory
California
$1.05M -$13.2K -221 -1%
GWM
303
Geneos Wealth Management
Colorado
$1.04M -$120K -2,021 -10%
BI
304
Berkeley Inc
Idaho
$1.03M -$952 -16 -0.1%
HIA
305
Harbor Investment Advisory
Maryland
$1.03M
JFG
306
JMG Financial Group
Illinois
$1.03M +$718K +12,063 +234%
FFA
307
First Foundation Advisors
California
$1.01M +$90.3K +1,518 +10%
NW
308
NewEdge Wealth
Pennsylvania
$1.01M +$1.01M +16,968 New
OCFG
309
O'Connor Financial Group
Illinois
$1M +$1M +16,883 New
PFGIA
310
Patriot Financial Group Insurance Agency
Massachusetts
$1M +$333K +5,600 +50%
SFM
311
Signet Financial Management
New Jersey
$984K -$20K -336 -2%
FWTB
312
First Western Trust Bank
Colorado
$975K -$31.1K -522 -3%
AP
313
Adero Partners
California
$969K -$4.46K -75 -0.5%
NA
314
Nottingham Advisors
New York
$969K -$3.57K -60 -0.4%
Principal Financial Group
315
Principal Financial Group
Iowa
$966K -$23.2K -390 -2%
CA
316
Clearstead Advisors
Ohio
$960K -$1.37M -23,015 -59%
Citigroup
317
Citigroup
New York
$957K -$98.8K -1,660 -9%
PWM
318
Perigon Wealth Management
California
$951K -$6.73K -113 -0.7%
KAS
319
Kestra Advisory Services
Texas
$951K -$401K -6,746 -30%
MA
320
MAS Advisors
Florida
$948K -$23.6K -396 -2%
CA
321
Continuum Advisory
Idaho
$943K +$42.1K +708 +5%
WCM
322
Windham Capital Management
Massachusetts
$943K +$943K +15,849 New
WPW
323
Waldron Private Wealth
Pennsylvania
$942K +$21.7K +364 +2%
CAC
324
Certified Advisory Corp
Florida
$942K -$140K -2,355 -13%
SWA
325
Sax Wealth Advisors
New Jersey
$936K