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iShares MSCI EAFE Small-Cap ETF

688 hedge funds and large institutions have $6.5B invested in iShares MSCI EAFE Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 171 increasing their positions, 274 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
688
Holders Change
+32
Holders Change %
+4.88%
% of All Funds
9.95%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
79
Increased
171
Reduced
274
Closed
36
Calls
$927K
Puts
$447K
Net Calls
+$480K
Net Calls Change
+$6.28M
Name Holding Trade Value Shares
Change
Shares
Change %
MF
451
Montis Financial
Massachusetts
$328K +$328K +4,845 New
KCPG
452
Kavar Capital Partners Group
Kansas
$324K
FIB
453
First Interstate Bank
Montana
$323K -$136K -2,002 -30%
BAM
454
Belpointe Asset Management
Nevada
$315K +$315K +4,652 New
CCA
455
Cobblestone Capital Advisors
New York
$315K
WS
456
Wedbush Securities
California
$308K -$22.2K -328 -7%
VAG
457
Vannoy Advisory Group
Texas
$307K
Prudential Financial
458
Prudential Financial
New Jersey
$303K +$3.25K +48 +1%
SI
459
Stephens Inc
Arkansas
$299K -$57.7K -852 -16%
Betterment LLC
460
Betterment LLC
New York
$298K +$7.85K +116 +3%
TFM
461
TFC Financial Management
Massachusetts
$297K
RWM
462
Ritholtz Wealth Management
New York
$296K -$33.9K -500 -10%
CGA
463
Crescent Grove Advisors
Illinois
$289K
QWM
464
Quadcap Wealth Management
Texas
$288K +$38.2K +564 +15%
IBOK
465
Independence Bank of Kentucky
Kentucky
$287K
UCFA
466
United Capital Financial Advisors
Texas
$287K -$3.05K -45 -1%
FRA
467
Frank Rimerman Advisors
California
$283K
SSW
468
Stone Summit Wealth
Florida
$282K -$4.2K -62 -1%
KeyBank National Association
469
KeyBank National Association
Ohio
$281K -$48.9K -722 -15%
FVIM
470
Fort Vancouver Investment Management
Washington
$279K
KPWG
471
KFA Private Wealth Group
Virginia
$279K -$5.08K -75 -2%
CM
472
Columbus Macro
Pennsylvania
$279K -$1.52K -23 -0.5%
ECM
473
Evergreen Capital Management
Washington
$279K
T
474
TrueFG
Texas
$278K -$474 -7 -0.2%
AllianceBernstein
475
AllianceBernstein
Tennessee
$278K -$38.1K -563 -12%