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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 %
SRC
401
Sage Rhino Capital
California
$518K
AWP
402
Accretive Wealth Partners
New Jersey
$511K -$3.04K -51 -0.6%
SBH
403
Segall Bryant & Hamill
Illinois
$505K
CSPIA
404
Cary Street Partners Investment Advisory
Virginia
$501K +$238 +4 +0%
WCF
405
West Coast Financial
California
$498K -$320K -5,385 -39%
KPWG
406
KFA Private Wealth Group
Virginia
$492K +$139K +2,331 +39%
FIA
407
Foundations Investment Advisors
Arizona
$491K -$19.6K -330 -4%
CSWM
408
Cassady Schiller Wealth Management
Ohio
$488K
Lido Advisors
409
Lido Advisors
California
$488K +$161K +2,705 +49%
SWP
410
Stratos Wealth Partners
Ohio
$486K -$35.5K -596 -7%
AM
411
AGF Management
Ontario, Canada
$484K
AAS
412
Annex Advisory Services
Wisconsin
$474K -$45.1K -758 -9%
SAG
413
SageView Advisory Group
California
$469K +$9.46K +159 +2%
TSS
414
Two Sigma Securities
New York
$456K +$197K +3,306 +76%
HG
415
Harbor Group
New Hampshire
$454K +$101K +1,701 +29%
HR
416
Hardy Reed
Mississippi
$449K
PGFC
417
Peapack-Gladstone Financial Corp
New Jersey
$446K -$1.49K -25 -0.3%
MFT
418
Moisand Fitzgerald Tamayo
Florida
$444K -$4.4K -74 -1%
HL
419
HeadInvest LLC
Maine
$443K
NL
420
NWAM LLC
Washington
$443K -$67.8K -1,139 -13%
IAN
421
Integrated Advisors Network
Texas
$440K -$75.2K -1,263 -15%
WP
422
WealthShield Partners
North Carolina
$435K -$111K -1,861 -20%
FFM
423
Forum Financial Management
Illinois
$430K -$12.1K -203 -3%
OIA
424
OneDigital Investment Advisors
Kansas
$423K +$3.63K +61 +0.9%
HNB
425
Huntington National Bank
Ohio
$423K -$379K