SCZ icon

iShares MSCI EAFE Small-Cap ETF

650 hedge funds and large institutions have $7.53B invested in iShares MSCI EAFE Small-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 209 increasing their positions, 266 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
-17
Holders Change %
-2.55%
% of All Funds
10.36%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.4%
New
42
Increased
209
Reduced
266
Closed
53
Calls
$1.32M
Puts
$954K
Net Calls
+$362K
Net Calls Change
-$222K
Name Holding Trade Value Shares
Change
Shares
Change %
IBOK
476
Independence Bank of Kentucky
Kentucky
$239K -$13.6K -240 -5%
SSW
477
Stone Summit Wealth
Florida
$239K -$2.77K -49 -1%
FRA
478
Frank Rimerman Advisors
California
$236K
VNA
479
Valley National Advisers
Pennsylvania
$231K -$79K -1,401 -25%
LL
480
LPWM LLC
Minnesota
$230K +$8.19K +148 +4%
VCM
481
Vivaldi Capital Management
Illinois
$228K -$3.11K -55 -1%
T
482
TrueFG
Texas
$224K +$25.7K +455 +13%
PCM
483
Pointe Capital Management
Michigan
$207K +$207K +3,671 New
LW
484
Linscomb Wealth
Texas
$207K
AG
485
Ascent Group
Virginia
$207K -$29.4K -529 -12%
GFS
486
GYL Financial Synergies
Connecticut
$207K
GHA
487
Granite Harbor Advisors
Texas
$206K -$565 -10 -0.3%
ARC
488
Advisor Resource Council
Texas
$203K +$203K +3,587 New
TFM
489
TFC Financial Management
Massachusetts
$202K +$10.5K +186 +5%
IWP
490
Icon Wealth Partners
Texas
$190K
CAL
491
Capital Advisors Ltd
Ohio
$179K -$65.6K -1,159 -27%
KFI
492
Key Financial Inc
Pennsylvania
$176K -$39.9K -706 -18%
CSWM
493
Cassady Schiller Wealth Management
Ohio
$163K -$260K -4,600 -62%
RTL
494
Red Tortoise LLC
Georgia
$162K
VI
495
Vestcor Inc
New Brunswick, Canada
$156K +$156K +2,770 New
GIA
496
GHP Investment Advisors
Colorado
$156K
IA
497
IFP Advisors
Florida
$144K -$2.82K -50 -2%
CIR
498
Clear Investment Research
Georgia
$143K +$3.95K +70 +3%
AFS
499
Annapolis Financial Services
Maryland
$142K
AAP
500
Arax Advisory Partners
Colorado
$137K