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iShares MSCI EAFE Small-Cap ETF

757 hedge funds and large institutions have $11.2B invested in iShares MSCI EAFE Small-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 207 increasing their positions, 277 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 41

14% more capital invested

Capital invested by funds: $9.77B → $11.2B (+$1.4B)

8.16% more ownership

Funds ownership: 76.64%84.8% (+8.2%)

1% more funds holding

Funds holding: 751757 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

25% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 277

Holders
757
Holders Change
+6
Holders Change %
+0.8%
% of All Funds
9.32%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
67
Increased
207
Reduced
277
Closed
41
Calls
$384K
Puts
Net Calls
+$384K
Net Calls Change
+$3.1M
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$48.4M +$29.7M +365,300 +145%
FAC
27
Financial Advisory Corporation
Michigan
$45.6M -$900K -11,071 -2%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$45.2M -$745K -9,166 -2%
FMWA
29
Forvis Mazars Wealth Advisors
Missouri
$45.2M -$1.49M -18,362 -3%
National Bank of Canada
30
National Bank of Canada
Quebec, Canada
$42.3M +$41.9M +515,436 +2,172%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$41.7M -$15.2M -186,574 -26%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$39M -$1.23M -15,154 -3%
Wells Fargo
33
Wells Fargo
California
$37.3M +$9.25M +113,825 +31%
Corient Private Wealth
34
Corient Private Wealth
Florida
$37.3M -$39.5M -485,890 -50%
MGIA
35
Moneta Group Investment Advisors
Missouri
$36.8M +$1.81M +22,285 +5%
BAAM
36
Baker Avenue Asset Management
California
$35M +$150K +1,839 +0.4%
PL
37
Plancorp LLC
Missouri
$34.3M -$34.9K -429 -0.1%
WAP
38
Wealthcare Advisory Partners
Pennsylvania
$31.8M +$202K +2,479 +0.6%
MCM
39
MAI Capital Management
Ohio
$29.5M +$760K +9,349 +3%
HHGA
40
Halbert Hargrove Global Advisors
California
$29.4M -$636K -7,824 -2%
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$28.8M +$5.32M +65,489 +22%
BMC
42
Bear Mountain Capital
Washington
$28.2M +$675K +8,306 +3%
CL
43
Choreo LLC
Illinois
$24.6M -$904K -11,120 -3%
ABTD
44
Arvest Bank Trust Division
Oklahoma
$24.6M -$396K -4,865 -2%
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$23.7M +$6.62M +81,371 +37%
SWM
46
Shakespeare Wealth Management
Wisconsin
$23.3M +$210K +2,580 +0.9%
PFA
47
Pure Financial Advisors
California
$23M +$362K +4,452 +2%
BP
48
Ballentine Partners
Massachusetts
$22.8M -$207K -2,547 -0.9%
Citadel Advisors
49
Citadel Advisors
Florida
$22.6M +$23.4M +287,647 New
Stifel Financial
50
Stifel Financial
Missouri
$19.7M +$140K +1,726 +0.7%