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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 %
KCPG
451
Kavar Capital Partners Group
Kansas
$317K -$5.03K -89 -2%
AA
452
Ancora Advisors
Ohio
$313K
VFA
453
Valeo Financial Advisors
Indiana
$313K -$17.9K -317 -5%
PFM
454
Peak Financial Management
Massachusetts
$312K +$312K +5,529 New
RJT
455
Raymond James Trust
Florida
$312K -$38K -672 -11%
Lido Advisors
456
Lido Advisors
California
$310K +$35.8K +633 +13%
TI
457
Tidal Investments
Wisconsin
$309K +$309K +5,464 New
CM
458
Columbus Macro
Pennsylvania
$309K -$81.7K -1,446 -21%
MF
459
Meridian Financial
Massachusetts
$306K -$11.3K -200 -4%
AWM
460
AllSquare Wealth Management
New York
$305K
OGF
461
Orin Green Financial
California
$302K
NB
462
Nicolet Bankshares
Wisconsin
$299K +$299K +5,291 New
TCM
463
Tufton Capital Management
Maryland
$296K -$565 -10 -0.2%
TSW
464
Thompson Siegel & Walmsley
Virginia
$295K +$134K +2,380 +84%
GG
465
Gofen & Glossberg
Illinois
$292K +$34.9K +618 +14%
JFG
466
JMG Financial Group
Illinois
$291K +$291K +5,161 New
DWT
467
Dorsey & Whitney Trust
South Dakota
$282K
AG
468
Ascent Group
Virginia
$282K -$92.5K -1,638 -25%
SIC
469
Samalin Investment Counsel
New York
$276K -$4.69K -83 -2%
BFPW
470
BOK Financial Private Wealth
Colorado
$269K -$8.3K -147 -3%
ARC
471
Advisor Resource Council
Texas
$268K +$268K +4,747 New
LNC
472
Lincoln National Corp
Pennsylvania
$266K -$94.5K -1,673 -26%
CA
473
Cumberland Advisors
Florida
$263K
CCA
474
Cobblestone Capital Advisors
New York
$263K -$58.2K -1,030 -18%
PP
475
Prudential plc
United Kingdom
$262K