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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.

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 %
1832 Asset Management
26
1832 Asset Management
Ontario, Canada
$42.9M
HighTower Advisors
27
HighTower Advisors
Illinois
$42.5M +$1.27M +21,393 +3%
Franklin Resources
28
Franklin Resources
California
$41.3M +$8.76M +147,130 +27%
TAIM
29
TD Ameritrade Investment Management
Nebraska
$40.9M -$2.7M -45,292 -6%
WSFS
30
Wilmington Savings Fund Society
Delaware
$40.4M -$578K -9,712 -1%
BP
31
Ballentine Partners
Massachusetts
$39.7M -$4.23M -71,146 -10%
LSAG
32
Lake Street Advisors Group
New Hampshire
$39.6M +$12.2M +205,820 +45%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$37.8M +$22.2M +373,352 +142%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$36.9M -$13.4M -224,730 -27%
HHGA
35
Halbert Hargrove Global Advisors
California
$35.2M -$132K -2,223 -0.4%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$34.7M -$2.95M -49,502 -8%
OCM
37
One Capital Management
California
$33.3M +$1.58M +26,605 +5%
Truist Financial
38
Truist Financial
North Carolina
$33.1M -$1.7M -28,528 -5%
AIA
39
Angeles Investment Advisors
California
$30.8M +$30.8M +517,000 New
LPL Financial
40
LPL Financial
California
$30.6M +$880K +14,794 +3%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$28.8M +$2.69M +45,199 +10%
BSW
42
Buckingham Strategic Wealth
Missouri
$28.3M
State of Tennessee, Department of Treasury
43
State of Tennessee, Department of Treasury
Tennessee
$27.3M
AAS
44
Avantax Advisory Services
Texas
$27.1M -$407K -6,831 -1%
EH
45
Equitable Holdings
New York
$26.3M -$2.38M -40,038 -8%
AFA
46
American Financial Advisors
Georgia
$25.6M -$1.17M -19,693 -4%
PL
47
Plancorp LLC
Missouri
$25.3M -$168K -2,825 -0.7%
Wells Fargo
48
Wells Fargo
California
$24.9M -$2.56M -43,098 -9%
BAAM
49
Baker Avenue Asset Management
California
$23.6M +$4.12M +69,185 +21%
CL
50
Choreo LLC
Illinois
$22.1M +$1.18M +19,751 +6%