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iShares MSCI EAFE Small-Cap ETF

683 hedge funds and large institutions have $8.24B invested in iShares MSCI EAFE Small-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 195 increasing their positions, 262 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
683
Holders Change
+53
Holders Change %
+8.41%
% of All Funds
11.02%
Holding in Top 10
31
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+34.78%
% of All Funds
0.5%
New
120
Increased
195
Reduced
262
Closed
51
Calls
$2.94M
Puts
$77.1M
Net Calls
-$74.2M
Net Calls Change
-$72M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
526
Spire Wealth Management
Virginia
$147K +$53.2K +943 +57%
AFS
527
Annapolis Financial Services
Maryland
$142K
FWM
528
Focused Wealth Management
New York
$137K +$137K +2,425 New
AAP
529
Arax Advisory Partners
Colorado
$135K
S
530
SignatureFD
Georgia
$132K +$9.09K +161 +7%
CBT
531
CoreFirst Bank & Trust
Kansas
$131K +$131K +2,324 New
EDRH
532
Edmond de Rothschild Holding
Switzerland
$130K
CIR
533
Clear Investment Research
Georgia
$129K -$2.76K -49 -2%
SIC
534
SJS Investment Consulting
Ohio
$124K -$11.3K -200 -8%
PFM
535
Phillips Financial Management
Indiana
$121K
FCAG
536
First Capital Advisors Group
New Jersey
$120K +$2.6K +46 +2%
SBL
537
Sargent Bickham Lagudis
Colorado
$118K
BTI
538
Blue Trust Inc
Georgia
$114K +$50.9K +1,042 +81%
HT
539
Headlands Technologies
Illinois
$114K +$114K +2,027 New
HB
540
Horizon Bancorp
Indiana
$113K +$113K +2,006 New
TF
541
Tompkins Financial
New York
$109K -$9.97K -176 -8%
GWS
542
Glassman Wealth Services
Virginia
$106K
CS
543
Comerica Securities
Michigan
$106K +$106K +1,871 New
MSCM
544
McElhenny Sheffield Capital Management
Texas
$104K +$104K +1,839 New
HI
545
Harbour Investments
Wisconsin
$99.7K +$16.4K +291 +20%
TC
546
Trust Company
Kansas
$94K
PTC
547
Private Trust Company
Ohio
$92K -$279K -4,970 -75%
SSB
548
Sandy Spring Bank
Maryland
$90.9K -$37.8K -669 -29%
MCA
549
Maryland Capital Advisors
Maryland
$84.6K
HWP
550
Highline Wealth Partners
California
$82.3K