SCZ icon

iShares MSCI EAFE Small-Cap ETF

666 hedge funds and large institutions have $7.12B invested in iShares MSCI EAFE Small-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 256 increasing their positions, 241 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
666
Holders Change
-32
Holders Change %
-4.58%
% of All Funds
11.26%
Holding in Top 10
26
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-31.58%
% of All Funds
0.44%
New
65
Increased
256
Reduced
241
Closed
88
Calls
$813K
Puts
$43.6M
Net Calls
-$42.8M
Net Calls Change
-$34.7M
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$40.7M +$1.3M +23,863 +3%
WSFS
27
Wilmington Savings Fund Society
Delaware
$39.2M -$18.3M -334,555 -32%
1832 Asset Management
28
1832 Asset Management
Ontario, Canada
$38.7M +$485K +8,880 +1%
Franklin Resources
29
Franklin Resources
California
$36.7M +$3.56M +65,160 +11%
HighTower Advisors
30
HighTower Advisors
Illinois
$35.6M +$4.32M +79,208 +14%
AWM
31
AE Wealth Management
Kansas
$34.4M -$1.34M -24,614 -4%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$32.4M +$1.08M +19,764 +3%
HHGA
33
Halbert Hargrove Global Advisors
California
$32.3M -$109K -1,990 -0.3%
Wells Fargo
34
Wells Fargo
California
$30.1M -$800K -14,657 -3%
LPL Financial
35
LPL Financial
California
$27.8M -$220K -4,038 -0.8%
BSW
36
Buckingham Strategic Wealth
Missouri
$26.8M +$980K +17,953 +4%
AFA
37
American Financial Advisors
Georgia
$25.5M -$68.1K -1,248 -0.3%
EH
38
Equitable Holdings
New York
$25.5M +$301K +5,514 +1%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$23.6M +$8.37M +153,401 +55%
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$23.6M -$58K -1,063 -0.2%
OCM
41
One Capital Management
California
$22.5M +$1.58M +29,001 +8%
Nuveen Asset Management
42
Nuveen Asset Management
Illinois
$22M +$13.4M +245,516 +155%
PL
43
Plancorp LLC
Missouri
$21.9M +$2.46M +45,153 +13%
BWM
44
Brickley Wealth Management
California
$21.9M +$3.46M +63,339 +19%
AAS
45
Avantax Advisory Services
Texas
$21.4M -$827K -15,148 -4%
MGIA
46
Moneta Group Investment Advisors
Missouri
$19.5M +$1.76M +32,308 +10%
BAAM
47
Baker Avenue Asset Management
California
$19.4M -$188K -3,438 -1%
Barclays
48
Barclays
United Kingdom
$18.4M +$4.21M +77,154 +30%
WAP
49
Wealthcare Advisory Partners
Pennsylvania
$18M +$1.7M +31,096 +10%
SWM
50
Southern Wealth Management
Texas
$17.5M -$2.59M -47,445 -13%