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iShares MSCI EAFE Small-Cap ETF

757 hedge funds and large institutions have $11.2B invested in iShares MSCI EAFE Small-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 207 increasing their positions, 277 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 41

14% more capital invested

Capital invested by funds: $9.77B → $11.2B (+$1.4B)

8.16% more ownership

Funds ownership: 76.64%84.8% (+8.2%)

1% more funds holding

Funds holding: 751757 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

25% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 277

Holders
757
Holders Change
+6
Holders Change %
+0.8%
% of All Funds
9.32%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
67
Increased
207
Reduced
277
Closed
41
Calls
$384K
Puts
Net Calls
+$384K
Net Calls Change
+$3.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
351
Forum Financial Management
Illinois
$714K -$72.9K -896 -9%
ML
352
McAdam LLC
Pennsylvania
$712K -$145K -1,788 -16%
Invesco
353
Invesco
Georgia
$706K -$24.9K -306 -3%
DG
354
Dala Group
Illinois
$706K
Squarepoint
355
Squarepoint
New York
$691K +$716K +8,811 New
WHCFA
356
William Howard & Co Financial Advisors
Tennessee
$688K -$2.03K -25 -0.3%
PA
357
Procyon Advisors
Connecticut
$683K -$61.5K -756 -8%
WPWM
358
Windward Private Wealth Management
Kansas
$665K -$77.4K -952 -10%
FCP
359
Fidelis Capital Partners
Florida
$655K
CIBC World Market
360
CIBC World Market
Ontario, Canada
$647K -$17.7K -218 -3%
JFGLC
361
Johnson Financial Group LLC (Colorado)
Colorado
$641K +$12.8K +158 +2%
FWTB
362
First Western Trust Bank
Colorado
$638K
CIC
363
Cutler Investment Counsel
Oregon
$632K -$28.5K -350 -4%
AG
364
Ascent Group
Virginia
$631K -$3.9K -48 -0.6%
PFPG
365
Pinnacle Financial Partners (Georgia)
Georgia
$631K -$7.07K -87 -1%
ATPW
366
Ashton Thomas Private Wealth
Arizona
$625K +$11.4K +140 +2%
PGFC
367
Peapack-Gladstone Financial Corp
New Jersey
$623K -$6.91K -85 -1%
GVAG
368
Great Valley Advisor Group
Delaware
$615K +$637K +7,836 New
SB
369
Strategic Blueprint
Georgia
$605K -$49.2K -605 -7%
AWM
370
AE Wealth Management
Kansas
$604K +$91.1K +1,120 +17%
AA
371
Ancora Advisors
Ohio
$602K
GFA
372
Gladwyn Financial Advisors
Virginia
$594K
IWS
373
Integrity Wealth Solutions
Colorado
$591K -$2.44K -30 -0.4%
FH
374
Financial Harvest
Florida
$591K -$18.2K -224 -3%
JFG
375
JMG Financial Group
Illinois
$590K -$1.79K -22 -0.3%