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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 %
SWP
401
Stratos Wealth Partners
Ohio
$439K -$25.2K -446 -5%
GGS
402
Galvin Gaustad & Stein
Arizona
$437K +$17.7K +313 +4%
WCF
403
West Coast Financial
California
$436K -$28.2K -500 -6%
API
404
Advisor Partners II
California
$434K +$434K +7,677 New
SPC
405
Sigma Planning Corp
Michigan
$425K -$1.15M -20,285 -73%
CS
406
Credit Suisse
Switzerland
$424K
PA
407
Parallel Advisors
California
$423K -$18.7K -331 -4%
VFA
408
Valeo Financial Advisors
Indiana
$423K +$46.7K +827 +12%
PGFC
409
Peapack-Gladstone Financial Corp
New Jersey
$422K
OIA
410
OneDigital Investment Advisors
Kansas
$422K +$14.7K +261 +4%
SF
411
Summit Financial
New Jersey
$412K +$11.9K +210 +3%
HL
412
HeadInvest LLC
Maine
$412K
WI
413
WrapManager Inc
California
$412K -$91.7K -1,624 -18%
MFT
414
Moisand Fitzgerald Tamayo
Florida
$411K -$3.22K -57 -0.8%
HNB
415
Huntington National Bank
Ohio
$410K -$414K
AFG
416
Atomi Financial Group
New York
$404K +$404K +7,153 New
CGPCS
417
Capital Group Private Client Services
California
$401K
CMP
418
Courage Miller Partners
Virginia
$399K +$13.9K +247 +4%
LA
419
Latitude Advisors
Florida
$395K +$22.4K +396 +6%
AIM
420
Athena Investment Management
California
$393K
SF
421
Synovus Financial
Georgia
$384K -$1.36K -24 -0.4%
FIB
422
First Interstate Bank
Montana
$383K
CIBC Private Wealth Group
423
CIBC Private Wealth Group
Georgia
$382K +$382K +6,757 New
AA
424
AlphaQ Advisors
Florida
$381K +$42.8K +758 +13%
WPP
425
Whalerock Point Partners
Rhode Island
$378K