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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 %
OCM
376
Objective Capital Management
Ohio
$648K
JIC
377
Johnson Investment Counsel
Ohio
$634K -$17.2K -289 -3%
BAM
378
Belpointe Asset Management
Nevada
$620K -$897K -15,074 -59%
JWCA
379
J.W. Cole Advisors
Florida
$616K -$128K -2,150 -17%
Citadel Advisors
380
Citadel Advisors
Florida
$600K +$600K +10,076 New
DACG
381
Donor Advised Charitable Giving
California
$599K +$12.4K +209 +2%
FFG
382
Fullen Financial Group
Ohio
$597K
1WM
383
1900 Wealth Management
Texas
$591K
RLWM
384
RF&L Wealth Management
Massachusetts
$587K -$11.9K -200 -2%
LG
385
LAM Group
Oregon
$581K -$1.49K -25 -0.3%
SLT
386
St Louis Trust
Missouri
$576K
CBFP
387
Cedar Brook Financial Partners
Ohio
$572K +$36.1K +606 +7%
FHA
388
First Horizon Advisors
Tennessee
$565K -$205K -3,444 -27%
PA
389
Parallel Advisors
California
$563K +$27.4K +460 +5%
WI
390
WrapManager Inc
California
$561K +$64.5K +1,084 +13%
APWM
391
Argonautica Private Wealth Management
Massachusetts
$556K +$9.94K +167 +2%
Empower Advisory Group
392
Empower Advisory Group
Colorado
$554K +$554K +9,239 New
AOWM
393
Alpha Omega Wealth Management
Virginia
$554K
PWPS
394
Pinnacle Wealth Planning Services
Ohio
$554K -$6.01K -101 -1%
VWA
395
Visionary Wealth Advisors
Illinois
$553K +$5.59K +94 +1%
LFA
396
Legacy Financial Advisors
Kentucky
$531K +$49.8K +837 +10%
MFGM
397
Marshall Financial Group (Maryland)
Maryland
$530K -$13.7K -230 -3%
USCWA
398
U.S. Capital Wealth Advisors
Texas
$521K +$24.5K +411 +5%
TP
399
Tranquility Partners
Tennessee
$521K -$40.7K -684 -7%
AWA
400
Aletheian Wealth Advisors
Washington
$518K -$126K -2,121 -20%