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iShares MSCI EAFE Small-Cap ETF

679 hedge funds and large institutions have $8.14B invested in iShares MSCI EAFE Small-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 214 increasing their positions, 271 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
-4
Holders Change %
-0.59%
% of All Funds
10.87%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.48%
New
64
Increased
214
Reduced
271
Closed
52
Calls
$2.83M
Puts
$3.01M
Net Calls
-$184K
Net Calls Change
+$74M
Name Holding Trade Value Shares
Change
Shares
Change %
BJL
101
Brighton Jones LLC
Washington
$7.36M -$38.1K -640 -0.5%
SC
102
Schoolcraft Capital
Colorado
$7.25M -$39.5K -663 -0.5%
TA
103
Trellis Advisors
Washington
$7.16M -$5.53K -93 -0.1%
SIC
104
Shoker Investment Counsel
Ohio
$7.15M -$27.3K -458 -0.4%
IFS
105
Ifrah Financial Services
Arkansas
$7.01M -$268K -4,503 -4%
Baird Financial Group
106
Baird Financial Group
Wisconsin
$6.79M +$817K +13,727 +14%
CST
107
Charles Schwab Trust
Nevada
$6.77M -$477K -8,023 -7%
CAPTRUST Financial Advisors
108
CAPTRUST Financial Advisors
North Carolina
$6.73M -$318K -5,348 -5%
Russell Investments Group
109
Russell Investments Group
United Kingdom
$6.69M -$988K -16,600 -13%
IRC
110
Investors Research Corp
Georgia
$6.5M +$321K +5,387 +5%
PWMAG
111
Pinnacle Wealth Management Advisory Group
New Jersey
$6.38M +$661K +11,111 +12%
MMA
112
Miracle Mile Advisors
California
$6.34M +$40.2K +676 +0.6%
Cetera Investment Advisers
113
Cetera Investment Advisers
Illinois
$6.3M +$281K +4,714 +5%
Brown Advisory
114
Brown Advisory
Maryland
$6.26M +$2.95M +49,653 +89%
OFG
115
Omega Financial Group
California
$6.14M +$826K +13,873 +16%
LFG
116
Larson Financial Group
Missouri
$6.13M -$497K -8,350 -8%
PPP
117
Private Portfolio Partners
New Jersey
$6.11M +$205K +3,442 +3%
SS
118
Sound Stewardship
Kansas
$6.08M +$236K +3,974 +4%
SW
119
SVB Wealth
Massachusetts
$6.08M -$1.04M -17,393 -15%
AF
120
Advisornet Financial
Minnesota
$6M +$207K +3,477 +4%
BOS
121
Bank of Stockton
California
$5.97M -$314K -5,280 -5%
HT
122
Heritage Trust
Oklahoma
$5.84M -$4.17K -70 -0.1%
AWE
123
Avidian Wealth Enterprises
Texas
$5.77M +$5.22M +87,800 +964%
BWM
124
Baystate Wealth Management
Massachusetts
$5.76M -$1.97M -33,114 -25%
UB
125
UMB Bank
Missouri
$5.63M -$609K -10,240 -10%