SCZ icon

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 %
FCM
426
Fortis Capital Management
Washington
$369K -$2.03K -36 -0.5%
CW
427
Connectus Wealth
Ohio
$367K -$339 -6 -0.1%
CA
428
Cetera Advisors
Colorado
$361K -$149K -2,637 -29%
SI
429
Stephens Inc
Arkansas
$353K -$4.18K -74 -1%
WP
430
WealthShield Partners
North Carolina
$352K -$34.1K -603 -9%
KCPG
431
Kavar Capital Partners Group
Kansas
$349K +$30.2K +534 +9%
IAN
432
Integrated Advisors Network
Texas
$347K -$65.4K -1,158 -16%
BWM
433
Brickley Wealth Management
California
$342K
DP
434
Denver PWM
Colorado
$341K -$292K -5,261 -46%
CIA
435
Compass Ion Advisors
Pennsylvania
$338K +$111K +1,966 +49%
RJT
436
Raymond James Trust
Florida
$336K +$4.29K +76 +1%
CBFP
437
Cedar Brook Financial Partners
Ohio
$332K -$172K -3,042 -34%
NFG
438
Nations Financial Group
Iowa
$330K +$7.96K +141 +2%
JSW
439
Journey Strategic Wealth
New Jersey
$326K
MSAM
440
Moloney Securities Asset Management
Missouri
$324K
BAM
441
Belpointe Asset Management
Nevada
$322K -$33.3K -589 -9%
NB
442
Nicolet Bankshares
Wisconsin
$318K
AA
443
Ancora Advisors
Ohio
$313K
WPW
444
Watershed Private Wealth
Illinois
$311K
CFO
445
Collective Family Office
Pennsylvania
$309K
LSPW
446
Lake Street Private Wealth
Illinois
$308K +$1.81K +32 +0.6%
AWM
447
AllSquare Wealth Management
New York
$306K +$1.02K +18 +0.3%
HSA
448
HBK Sorce Advisory
Pennsylvania
$301K +$20.3K +359 +7%
CIC
449
Cutler Investment Counsel
Oregon
$297K -$102K -1,810 -26%
Citadel Advisors
450
Citadel Advisors
Florida
$297K +$297K +5,256 New