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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 %
FWM
501
Focused Wealth Management
New York
$137K
SWM
502
Spire Wealth Management
Virginia
$125K -$25.8K -456 -17%
S
503
SignatureFD
Georgia
$124K -$6.83K -121 -5%
SIC
504
SJS Investment Consulting
Ohio
$124K
PFM
505
Phillips Financial Management
Indiana
$121K
SMA
506
Sage Mountain Advisors
Georgia
$120K
JFG
507
JDM Financial Group
Texas
$117K
AC
508
AlphaCore Capital
California
$115K
HI
509
Harbour Investments
Wisconsin
$106K +$2.37K +42 +2%
CFD
510
Creative Financial Designs
Indiana
$106K -$5.82K -103 -5%
HB
511
Horizon Bancorp
Indiana
$105K +$2.99K +53 +3%
GWS
512
Glassman Wealth Services
Virginia
$101K
NS
513
NBC Securities
Alabama
$97K +$97K +1,734 New
TC
514
Trust Company
Kansas
$93.7K
ACA
515
Aptus Capital Advisors
Alabama
$91.4K +$50.9K +901 +125%
TF
516
Tompkins Financial
New York
$88.7K -$19.8K -350 -18%
SSB
517
Sandy Spring Bank
Maryland
$88.3K -$7.57K -134 -8%
HWP
518
Highline Wealth Partners
California
$83.6K
EDRH
519
Edmond de Rothschild Holding
Switzerland
$71.4K -$44.3K -785 -38%
TRCT
520
Tower Research Capital (TRC)
New York
$69.9K +$69.9K +1,237 New
EARNEST Partners
521
EARNEST Partners
Georgia
$68.9K
ITIM
522
Indiana Trust & Investment Management
Indiana
$67.9K +$67.9K +1,202 New
MCA
523
Maryland Capital Advisors
Maryland
$67.1K -$1.64K -29 -2%
WT
524
Whittier Trust
California
$59.2K
PTC
525
Private Trust Company
Ohio
$58.8K -$3.28K -58 -5%