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iShares MSCI EAFE Small-Cap ETF

688 hedge funds and large institutions have $6.5B invested in iShares MSCI EAFE Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 171 increasing their positions, 274 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
688
Holders Change
+32
Holders Change %
+4.88%
% of All Funds
9.95%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
79
Increased
171
Reduced
274
Closed
36
Calls
$927K
Puts
$447K
Net Calls
+$480K
Net Calls Change
+$6.28M
Name Holding Trade Value Shares
Change
Shares
Change %
WCP
526
Wick Capital Partners
Pennsylvania
$202K -$32.1K -474 -14%
S
527
SignatureFD
Georgia
$200K +$2.17K +32 +1%
RTL
528
Red Tortoise LLC
Georgia
$198K
FWA
529
FSC Wealth Advisors
New York
$198K +$40.3K +595 +26%
CA
530
Claris Advisors
Missouri
$195K +$195K +2,887 New
CSWM
531
Cassady Schiller Wealth Management
Ohio
$195K
GIA
532
GHP Investment Advisors
Colorado
$193K -$6.43K -95 -3%
PGAM
533
Princeton Global Asset Management
New Jersey
$191K +$87.1K +1,286 +84%
PFM
534
Phillips Financial Management
Indiana
$158K +$203 +3 +0.1%
SIC
535
SJS Investment Consulting
Ohio
$154K +$6.09K +90 +4%
CIR
536
Clear Investment Research
Georgia
$146K -$32K -472 -18%
SSB
537
Sandy Spring Bank
Maryland
$146K
VNA
538
Valley National Advisers
Pennsylvania
$144K -$28.6K -424 -17%
AAP
539
Arax Advisory Partners
Colorado
$144K -$41.6K -614 -22%
SMA
540
Sage Mountain Advisors
Georgia
$141K
CAL
541
Capital Advisors Ltd
Ohio
$135K -$79.6K -1,178 -37%
SWM
542
Spire Wealth Management
Virginia
$131K +$5.62K +83 +4%
HWP
543
Highline Wealth Partners
California
$125K
GWS
544
Glassman Wealth Services
Virginia
$121K
PPC
545
Park Place Capital
Alabama
$121K -$71.4K -1,054 -37%
DWM
546
Dogwood Wealth Management
Kansas
$121K +$1.9K +28 +2%
W
547
WealthCollab
Washington
$119K
HI
548
Harbour Investments
Wisconsin
$117K -$1.83K -27 -2%
NS
549
NBC Securities
Alabama
$117K
KSWA
550
Kathleen S. Wright Associates
Pennsylvania
$115K