SCZ icon

iShares MSCI EAFE Small-Cap ETF

650 hedge funds and large institutions have $7.53B invested in iShares MSCI EAFE Small-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 209 increasing their positions, 266 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
-17
Holders Change %
-2.55%
% of All Funds
10.36%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.4%
New
42
Increased
209
Reduced
266
Closed
53
Calls
$1.32M
Puts
$954K
Net Calls
+$362K
Net Calls Change
-$222K
Name Holding Trade Value Shares
Change
Shares
Change %
OCFG
301
O'Connor Financial Group
Illinois
$987K -$1.75K -31 -0.2%
VFPI
302
Vantage Financial Partners (Illinois)
Illinois
$982K -$40.5K -717 -4%
NW
303
NewEdge Wealth
Pennsylvania
$981K -$14.9K -264 -1%
FFM
304
Forum Financial Management
Illinois
$967K
KAS
305
Kestra Advisory Services
Texas
$965K +$21K +372 +2%
HIA
306
Harbor Investment Advisory
Maryland
$965K -$11.3K -200 -1%
NA
307
Nottingham Advisors
New York
$965K +$16.2K +287 +2%
RWA
308
Ropes Wealth Advisors
Massachusetts
$960K -$71.8K -1,272 -7%
PFGIA
309
Patriot Financial Group Insurance Agency
Massachusetts
$945K -$13.2K -234 -1%
MA
310
MAS Advisors
Florida
$942K +$3.39K +60 +0.4%
FFA
311
First Foundation Advisors
California
$942K -$10.6K -188 -1%
GT
312
Glenview Trust
Kentucky
$941K -$142K -2,512 -13%
CA
313
Continuum Advisory
Idaho
$930K +$41.3K +731 +5%
Principal Financial Group
314
Principal Financial Group
Iowa
$920K -$31.3K -554 -3%
AP
315
Adero Partners
California
$920K
WCM
316
Windham Capital Management
Massachusetts
$895K
WPW
317
Waldron Private Wealth
Pennsylvania
$894K
BCG
318
Breakwater Capital Group
New Jersey
$886K -$156K -2,878 -15%
BFO
319
Biltmore Family Office
North Carolina
$878K +$63.4K +1,122 +8%
SFM
320
Signet Financial Management
New Jersey
$872K -$8.92K -158 -1%
SWA
321
Sax Wealth Advisors
New Jersey
$870K -$13.3K -235 -2%
RC
322
RBF Capital
California
$847K
ICP
323
Interchange Capital Partners
Pennsylvania
$840K +$5.93K +105 +0.7%
MA
324
MONECO Advisors
Connecticut
$837K +$178K +3,145 +27%
GA
325
GFS Advisors
Texas
$837K +$129K +2,292 +18%