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iShares MSCI EAFE Small-Cap ETF

570 hedge funds and large institutions have $7.4B invested in iShares MSCI EAFE Small-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 211 increasing their positions, 187 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
570
Holders Change
+64
Holders Change %
+12.65%
% of All Funds
10.11%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.62%
New
108
Increased
211
Reduced
187
Closed
34
Calls
Puts
$3.58M
Net Calls
-$3.58M
Net Calls Change
-$2.2M
Name Holding Trade Value Shares
Change
Shares
Change %
JIC
226
Johnson Investment Counsel
Ohio
$1.84M
UCFA
227
United Capital Financial Advisors
Texas
$1.82M -$351K -5,133 -16%
EA
228
Elm Advisors
California
$1.79M -$59.5K -870 -3%
ACA
229
Atlas Capital Advisors
Wyoming
$1.77M
APA
230
American Portfolios Advisors
New York
$1.76M +$53.9K +789 +3%
RWA
231
River Wealth Advisors
Pennsylvania
$1.73M +$241K +3,523 +16%
SPC
232
Sigma Planning Corp
Michigan
$1.69M +$559K +8,177 +50%
SGA
233
Strategic Global Advisors
California
$1.68M +$543K +7,945 +48%
SPIA
234
Steward Partners Investment Advisory
New York
$1.67M +$20.8K +305 +1%
SFM
235
Signet Financial Management
New Jersey
$1.63M -$820 -12 -0.1%
PBT
236
Pictet Bank & Trust
Bahamas
$1.63M -$68.4K -1,000 -4%
LWA
237
Lenox Wealth Advisors
New York
$1.59M +$30.8K +450 +2%
BDF
238
Balasa Dinverno & Foltz
$1.59M +$107K +1,561 +7%
HA
239
Harborview Advisors
Maine
$1.58M +$100K +1,464 +7%
BWL
240
Bogart Wealth LLC
Virginia
$1.58M
CFC
241
Coyle Financial Counsel
Illinois
$1.56M -$15.3K -224 -1%
OC
242
Oppenheimer & Co
New York
$1.55M +$842K +12,319 +120%
JCM
243
Jacobsen Capital Management
Utah
$1.54M +$173K +2,527 +13%
CFG
244
Citizens Financial Group
Rhode Island
$1.53M -$105K -1,536 -6%
DY
245
Dowling & Yahnke
California
$1.53M -$555K -8,115 -27%
CS
246
Comerica Securities
Michigan
$1.52M -$71.2K -1,041 -4%
TFA
247
Tobias Financial Advisors
Florida
$1.5M -$109K -1,589 -7%
NA
248
Nottingham Advisors
New York
$1.49M -$207K -3,029 -12%
WCFA
249
Walkner Condon Financial Advisors
Wisconsin
$1.47M +$147K +2,153 +11%
GT
250
Glenview Trust
Kentucky
$1.46M -$137K -2,011 -9%