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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
NW
401
NewEdge Wealth
Pennsylvania
$502K
IFA
402
Index Fund Advisors
California
$500K -$28.5K -351 -5%
NL
403
NWAM LLC
Washington
$499K -$2.03K -25 -0.4%
BHWM
404
Beaird Harris Wealth Management
Texas
$495K
LSPW
405
Lake Street Private Wealth
Illinois
$495K
BGWM
406
Bridge Generations Wealth Management
Florida
$491K
FWP
407
Forefront Wealth Partners
Texas
$486K -$5.29K -65 -1%
BWM
408
Brickley Wealth Management
California
$482K -$10.7K -131 -2%
CWA
409
CM Wealth Advisors
Ohio
$482K
TSW
410
Thompson Siegel & Walmsley
Virginia
$479K +$46K +566 +10%
RPSA
411
Richard P. Slaughter Associates
Texas
$479K
PWPS
412
Pinnacle Wealth Planning Services
Ohio
$478K +$63.2K +777 +15%
PWS
413
Peloton Wealth Strategists
Indiana
$474K -$1.88M -23,082 -79%
SW
414
Simplicity Wealth
New Jersey
$453K -$28.4K -349 -6%
Empower Advisory Group
415
Empower Advisory Group
Colorado
$450K -$234K -2,876 -33%
BBA
416
Braun-Bostich & Associates
Pennsylvania
$450K -$20.1K -247 -4%
SC
417
Sierra Capital
Florida
$449K
FIB
418
First Interstate Bank
Montana
$444K +$61.2K +753 +15%
SHGA
419
Sand Hill Global Advisors
California
$441K
MBT
420
Montecito Bank & Trust
California
$439K -$23.7K -292 -5%
SCP
421
Stevens Capital Partners
Nebraska
$437K +$453K +5,575 New
WW
422
Winnow Wealth
Texas
$437K +$452K +5,555 +42,731%
DWS
423
Discipline Wealth Solutions
South Carolina
$430K +$10.2K +126 +2%
SIC
424
Samalin Investment Counsel
New York
$428K -$14.2K -175 -3%
MBC
425
Michael Brady & Co
Ohio
$427K -$1.79K -22 -0.4%