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iShares MSCI EAFE Small-Cap ETF

683 hedge funds and large institutions have $8.24B invested in iShares MSCI EAFE Small-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 195 increasing their positions, 262 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
683
Holders Change
+53
Holders Change %
+8.41%
% of All Funds
11.02%
Holding in Top 10
31
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+34.78%
% of All Funds
0.5%
New
120
Increased
195
Reduced
262
Closed
51
Calls
$2.94M
Puts
$77.1M
Net Calls
-$74.2M
Net Calls Change
-$72M
Name Holding Trade Value Shares
Change
Shares
Change %
UL
376
Unionview LLC
Washington
$609K +$22.3K +394 +4%
AFG
377
Allegheny Financial Group
Pennsylvania
$606K +$197K +3,480 +48%
FFG
378
Fullen Financial Group
Ohio
$600K
OMC
379
Old Mission Capital
Illinois
$596K +$596K +10,550 New
1WM
380
1900 Wealth Management
Texas
$591K -$49.4K -875 -8%
BB
381
Busey Bank
Illinois
$591K
CW
382
Connectus Wealth
Ohio
$576K -$5.59K -99 -1%
RLWM
383
RF&L Wealth Management
Massachusetts
$568K +$568K +10,065 New
DACG
384
Donor Advised Charitable Giving
California
$557K
LG
385
LAM Group
Oregon
$553K +$553K +9,785 New
SLT
386
St Louis Trust
Missouri
$547K -$294K -5,212 -35%
AIP
387
Almanack Investment Partners
Pennsylvania
$545K +$545K +9,656 New
TP
388
Tranquility Partners
Tennessee
$533K +$278K +4,928 +109%
PCA
389
Personal Capital Advisors
California
$533K +$12.4K +220 +2%
PWPS
390
Pinnacle Wealth Planning Services
Ohio
$531K -$22K -390 -4%
IA
391
IFP Advisors
Florida
$527K +$92.6K +1,411 +21%
AOWM
392
Alpha Omega Wealth Management
Virginia
$525K
CGPCS
393
Capital Group Private Client Services
California
$524K
VWA
394
Visionary Wealth Advisors
Illinois
$519K +$78.9K +1,397 +18%
APWM
395
Argonautica Private Wealth Management
Massachusetts
$519K +$519K +9,184 New
WP
396
WealthShield Partners
North Carolina
$518K -$106K -1,872 -17%
MFGM
397
Marshall Financial Group (Maryland)
Maryland
$516K +$154K +2,719 +42%
AWE
398
Avidian Wealth Enterprises
Texas
$514K -$791 -14 -0.2%
CBFP
399
Cedar Brook Financial Partners
Ohio
$509K +$200K +3,536 +65%
PA
400
Parallel Advisors
California
$509K -$14.7K -261 -3%