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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 %
SLT
376
St Louis Trust
Missouri
$547K
TSW
377
Thompson Siegel & Walmsley
Virginia
$542K +$153K +2,701 +39%
RLWM
378
RF&L Wealth Management
Massachusetts
$541K -$7.4K -131 -1%
Lido Advisors
379
Lido Advisors
California
$538K +$9.09K +161 +2%
AOWM
380
Alpha Omega Wealth Management
Virginia
$534K
RB
381
Renasant Bank
Mississippi
$527K +$47.8K +846 +10%
APWM
382
Argonautica Private Wealth Management
Massachusetts
$527K -$37K -656 -7%
OCM
383
Objective Capital Management
Ohio
$518K -$66.3K -1,174 -11%
CSPIA
384
Cary Street Partners Investment Advisory
Virginia
$516K +$338K +16,402 +190%
AFG
385
Allegheny Financial Group
Pennsylvania
$514K -$87K -1,541 -14%
DACG
386
Donor Advised Charitable Giving
California
$513K
EWA
387
EP Wealth Advisors
California
$506K -$14M -248,226 -97%
AWP
388
Accretive Wealth Partners
New Jersey
$505K +$14.7K +261 +3%
JWCA
389
J.W. Cole Advisors
Florida
$502K -$1.64K -29 -0.3%
PBT
390
Pictet Bank & Trust
Bahamas
$497K
MFGM
391
Marshall Financial Group (Maryland)
Maryland
$494K -$15K -266 -3%
PWPS
392
Pinnacle Wealth Planning Services
Ohio
$493K -$791 -14 -0.2%
1WM
393
1900 Wealth Management
Texas
$492K
SRC
394
Sage Rhino Capital
California
$491K
USCWA
395
U.S. Capital Wealth Advisors
Texas
$489K -$21.1K -374 -4%
FHA
396
First Horizon Advisors
Tennessee
$488K -$47.1K -834 -9%
TP
397
Tranquility Partners
Tennessee
$485K -$4.74K -84 -1%
VWA
398
Visionary Wealth Advisors
Illinois
$481K -$11.2K -199 -2%
KPWG
399
KFA Private Wealth Group
Virginia
$471K
BHWM
400
Beaird Harris Wealth Management
Texas
$470K