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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 %
MSAM
451
Moloney Securities Asset Management
Missouri
$336K +$1.37K +23 +0.4%
KCPG
452
Kavar Capital Partners Group
Kansas
$334K
VFA
453
Valeo Financial Advisors
Indiana
$329K -$476 -8 -0.1%
CM
454
Columbus Macro
Pennsylvania
$325K -$3.98K -66 -1%
VNA
455
Valley National Advisers
Pennsylvania
$325K -$43K -708 -12%
MF
456
Meridian Financial
Massachusetts
$322K
AWM
457
AllSquare Wealth Management
New York
$322K
RJT
458
Raymond James Trust
Florida
$321K -$7.43K -125 -2%
WI
459
Wintrust Investments
Illinois
$316K +$316K +5,306 New
CIC
460
Cutler Investment Counsel
Oregon
$313K -$24.9K -419 -7%
FG
461
Foster Group
Iowa
$311K -$147K -2,471 -32%
TCM
462
Tufton Capital Management
Maryland
$307K -$4.29K -72 -1%
LNC
463
Lincoln National Corp
Pennsylvania
$300K +$19.7K +331 +7%
NB
464
Nicolet Bankshares
Wisconsin
$299K -$16.2K -272 -5%
DWT
465
Dorsey & Whitney Trust
South Dakota
$298K
LSPW
466
Lake Street Private Wealth
Illinois
$293K +$28.4K +477 +11%
PFM
467
Peak Financial Management
Massachusetts
$290K -$38.7K -650 -12%
BFPW
468
BOK Financial Private Wealth
Colorado
$283K
OSAM
469
O'Shaughnessy Asset Management
Connecticut
$281K +$13.6K +229 +5%
HSA
470
HBK Sorce Advisory
Pennsylvania
$281K -$154K -2,587 -35%
SIC
471
Samalin Investment Counsel
New York
$281K -$9.34K -157 -3%
ISWM
472
Independent Solutions Wealth Management
New York
$280K +$280K +4,707 New
CA
473
Cumberland Advisors
Florida
$277K
CCA
474
Cobblestone Capital Advisors
New York
$277K
PP
475
Prudential plc
United Kingdom
$274K -$2.38K -40 -0.9%