SCZ icon

iShares MSCI EAFE Small-Cap ETF

656 hedge funds and large institutions have $6.6B invested in iShares MSCI EAFE Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 224 increasing their positions, 249 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
656
Holders Change
-24
Holders Change %
-3.53%
% of All Funds
9.54%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
55
Increased
224
Reduced
249
Closed
70
Calls
$647K
Puts
$6.44M
Net Calls
-$5.8M
Net Calls Change
-$5.15M
Name Holding Trade Value Shares
Change
Shares
Change %
RTL
501
Red Tortoise LLC
Georgia
$180K +$2.47K +40 +1%
S
502
SignatureFD
Georgia
$180K +$9.31K +151 +5%
CSWM
503
Cassady Schiller Wealth Management
Ohio
$177K
PPC
504
Park Place Capital
Alabama
$175K -$766K -12,420 -81%
AAP
505
Arax Advisory Partners
Colorado
$169K +$16.8K +272 +11%
CIR
506
Clear Investment Research
Georgia
$162K -$2.4K -39 -1%
VNA
507
Valley National Advisers
Pennsylvania
$157K
NRC
508
New Republic Capital
North Carolina
$156K +$156K +2,526 New
PFM
509
Phillips Financial Management
Indiana
$144K +$12K +194 +9%
FWA
510
FSC Wealth Advisors
New York
$143K +$68.9K +1,117 +92%
SIC
511
SJS Investment Consulting
Ohio
$135K
SSB
512
Sandy Spring Bank
Maryland
$133K -$11K -178 -8%
SMA
513
Sage Mountain Advisors
Georgia
$128K
SWM
514
Spire Wealth Management
Virginia
$114K +$4.99K +81 +5%
HWP
515
Highline Wealth Partners
California
$114K +$5.3K +86 +5%
JFG
516
JDM Financial Group
Texas
$110K -$18.8K -305 -15%
GWS
517
Glassman Wealth Services
Virginia
$110K
HCP
518
Hexagon Capital Partners
Arkansas
$109K +$30.9K +501 +40%
HI
519
Harbour Investments
Wisconsin
$109K -$925 -15 -0.8%
W
520
WealthCollab
Washington
$109K
DWM
521
Dogwood Wealth Management
Kansas
$108K -$11.2K -182 -9%
NS
522
NBC Securities
Alabama
$106K
KSWA
523
Kathleen S. Wright Associates
Pennsylvania
$104K +$104K +1,694 New
TC
524
Trust Company
Kansas
$102K
TF
525
Tompkins Financial
New York
$96.8K