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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 %
APWM
401
Atlas Private Wealth Management
New York
$504K -$2.54K -45 -0.5%
SWP
402
Stratos Wealth Partners
Ohio
$495K +$20.1K +356 +4%
AAS
403
Annex Advisory Services
Wisconsin
$493K +$261K +4,619 +113%
SRC
404
Sage Rhino Capital
California
$491K
IAN
405
Integrated Advisors Network
Texas
$489K -$7.06K -125 -1%
AWP
406
Accretive Wealth Partners
New Jersey
$488K +$488K +8,637 New
FIA
407
Foundations Investment Advisors
Arizona
$484K +$219K +3,883 +83%
NL
408
NWAM LLC
Washington
$484K +$484K +8,574 New
SBH
409
Segall Bryant & Hamill
Illinois
$479K -$203K -3,600 -30%
CSPIA
410
Cary Street Partners Investment Advisory
Virginia
$475K -$54.6K -966 -10%
USCWA
411
U.S. Capital Wealth Advisors
Texas
$472K +$472K +8,351 New
WI
412
WrapManager Inc
California
$471K -$3.56K -63 -0.7%
CSWM
413
Cassady Schiller Wealth Management
Ohio
$463K
AM
414
AGF Management
Ontario, Canada
$460K +$460K +8,140 New
LFA
415
Legacy Financial Advisors
Kentucky
$456K +$156K +2,764 +52%
SAG
416
SageView Advisory Group
California
$436K +$436K +7,717 New
FG
417
Foster Group
Iowa
$435K -$8.47K -150 -2%
HR
418
Hardy Reed
Mississippi
$426K
MFT
419
Moisand Fitzgerald Tamayo
Florida
$426K -$56 -1 -0%
PGFC
420
Peapack-Gladstone Financial Corp
New Jersey
$425K
HL
421
HeadInvest LLC
Maine
$420K
FFM
422
Forum Financial Management
Illinois
$420K
HSA
423
HBK Sorce Advisory
Pennsylvania
$413K +$413K +7,314 New
SSW
424
Stone Summit Wealth
Florida
$408K -$77.9K -1,380 -16%
LA
425
Latitude Advisors
Florida
$407K +$23.8K +421 +6%