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iShares MSCI EAFE Small-Cap ETF

680 hedge funds and large institutions have $7.08B invested in iShares MSCI EAFE Small-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 196 increasing their positions, 274 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
-26
Holders Change %
-3.68%
% of All Funds
9.86%
Holding in Top 10
20
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-23.08%
% of All Funds
0.29%
New
44
Increased
196
Reduced
274
Closed
60
Calls
$798K
Puts
$1.44M
Net Calls
-$646K
Net Calls Change
+$50.7M
Name Holding Trade Value Shares
Change
Shares
Change %
BCWM
176
Bartlett & Co Wealth Management
Ohio
$3.31M -$39.6K -625 -1%
CFA
177
Cahill Financial Advisors
Minnesota
$3.27M -$94.4K -1,490 -3%
RCAG
178
Rehmann Capital Advisory Group
Michigan
$3.17M -$32.2K -509 -1%
NB
179
NBT Bank
New York
$3.16M +$9.18K +145 +0.3%
PFBT
180
Parkside Financial Bank & Trust
Missouri
$3.09M +$278K +4,384 +10%
MC
181
Martin & Co
Tennessee
$3.06M -$87.7K -1,385 -3%
HW
182
Hancock Whitney
Mississippi
$3.05M +$139K +2,190 +5%
NAMNJ
183
NorthStar Asset Management (New Jersey)
New Jersey
$3.05M +$283K +4,468 +10%
RIA
184
Regal Investment Advisors
Michigan
$3.02M +$116K +1,834 +4%
PIFP
185
Partners in Financial Planning
Virginia
$3.02M -$102K -1,609 -3%
EA
186
Efficient Advisors
Ohio
$3.01M -$211K -3,330 -7%
TCM
187
Telos Capital Management
California
$2.99M +$107K +1,696 +4%
VW
188
Vance Wealth
California
$2.94M -$28.6K -452 -1%
CAM
189
ClariVest Asset Management
California
$2.93M
MAM
190
Meeder Asset Management
Ohio
$2.92M -$353K -5,568 -11%
PA
191
Probity Advisors
Texas
$2.84M -$4.31K -68 -0.2%
PCA
192
Pallas Capital Advisors
Massachusetts
$2.8M -$12.7K -201 -0.5%
PWM
193
Perigon Wealth Management
California
$2.78M +$419K +6,622 +18%
MMA
194
Miracle Mile Advisors
California
$2.76M -$471K -7,434 -15%
STA
195
Summit Trail Advisors
New York
$2.75M -$296K -4,670 -10%
NHC
196
Nicholas Hoffman & Company
Georgia
$2.75M -$19.1K -301 -0.7%
NFP
197
Narus Financial Partners
Utah
$2.75M +$54.6K +862 +2%
CFC
198
Coyle Financial Counsel
Illinois
$2.73M +$1.46K +23 +0.1%
DI
199
Disciplined Investments
Oklahoma
$2.72M -$217K -3,423 -7%
MFC
200
Morris Financial Concepts
South Carolina
$2.71M -$665K -10,497 -20%