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iShares MSCI EAFE Small-Cap ETF

630 hedge funds and large institutions have $6.39B invested in iShares MSCI EAFE Small-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 237 increasing their positions, 233 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
630
Holders Change
-36
Holders Change %
-5.41%
% of All Funds
10.89%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.4%
New
45
Increased
237
Reduced
233
Closed
75
Calls
$2.02M
Puts
$4.15M
Net Calls
-$2.13M
Net Calls Change
+$40.7M
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
476
Annex Advisory Services
Wisconsin
$200K -$207K -4,245 -51%
GIA
477
GHP Investment Advisors
Colorado
$190K +$51.2K +1,050 +37%
CP
478
Castleview Partners
Texas
$172K +$116K +2,373 +207%
TFM
479
TFC Financial Management
Massachusetts
$170K +$9.65K +198 +6%
IWA
480
Icon Wealth Advisors
Texas
$164K +$164K +3,362 New
SMA
481
Sage Mountain Advisors
Georgia
$151K -$47.5K -971 -24%
KFI
482
Key Financial Inc
Pennsylvania
$151K +$18.8K +385 +14%
TWM
483
Tradition Wealth Management
Minnesota
$139K -$99.3K -2,036 -42%
TSW
484
Thompson Siegel & Walmsley
Virginia
$139K +$37.8K +773 +37%
SC
485
Stephens Consulting
Michigan
$137K +$137K +2,818 New
EIP
486
Ellis Investment Partners
Pennsylvania
$125K +$194 +4 +0.2%
AFS
487
Annapolis Financial Services
Maryland
$123K
SIC
488
SJS Investment Consulting
Ohio
$117K +$117K +2,390 New
AAP
489
Arax Advisory Partners
Colorado
$116K
CIR
490
Clear Investment Research
Georgia
$114K +$3.36K +69 +3%
EDRH
491
Edmond de Rothschild Holding
Switzerland
$112K
SSB
492
Sandy Spring Bank
Maryland
$111K
S
493
SignatureFD
Georgia
$106K +$1.37K +28 +1%
PFM
494
Phillips Financial Management
Indiana
$104K +$104K +2,140 New
SBL
495
Sargent Bickham Lagudis
Colorado
$102K
TF
496
Tompkins Financial
New York
$102K +$8.55K +176 +9%
FCAG
497
First Capital Advisors Group
New Jersey
$102K +$102K +2,081 New
LPP
498
Life Planning Partners
Florida
$99.8K
GJIC
499
Gamble Jones Investment Counsel
California
$98K +$98K +2,000 New
GWS
500
Glassman Wealth Services
Virginia
$91K