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iShares MSCI EAFE Small-Cap ETF

630 hedge funds and large institutions have $8.92B invested in iShares MSCI EAFE Small-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 274 increasing their positions, 182 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
630
Holders Change
+23
Holders Change %
+3.79%
% of All Funds
11%
Holding in Top 10
35
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.61%
New
67
Increased
274
Reduced
182
Closed
36
Calls
$594K
Puts
$5.96M
Net Calls
-$5.37M
Net Calls Change
-$315K
Name Holding Trade Value Shares
Change
Shares
Change %
KeyBank National Association
351
KeyBank National Association
Ohio
$630K +$15K +202 +2%
VWA
352
Visionary Wealth Advisors
Illinois
$617K +$160K +2,159 +35%
PP
353
Patron Partners
Texas
$611K -$7.86K -106 -1%
MAM
354
McLean Asset Management
Virginia
$605K +$96.2K +1,304 +19%
VFA
355
Voya Financial Advisors
Connecticut
$599K -$146K -1,966 -20%
VIM
356
Vista Investment Management
Pennsylvania
$598K +$6.6K +89 +1%
OIA
357
OneDigital Investment Advisors
Kansas
$596K -$916K -12,353 -61%
WCWM
358
Wooster Corthell Wealth Management
Connecticut
$595K -$32.1K -433 -5%
WTB
359
Washington Trust Bank
Washington
$591K -$1.41K -19 -0.2%
9WM
360
9258 Wealth Management
Ohio
$591K +$3.04K +41 +0.5%
KAS
361
Kestra Advisory Services
Texas
$586K -$466K -6,281 -44%
MFT
362
Moisand Fitzgerald Tamayo
Florida
$584K -$12.4K -167 -2%
GGS
363
Galvin Gaustad & Stein
Arizona
$582K -$40.4K -544 -6%
AOWM
364
Alpha Omega Wealth Management
Virginia
$578K +$5.41K +73 +0.9%
HIS
365
Horizon Investment Services
Indiana
$573K +$46K +620 +9%
FIA
366
Foundations Investment Advisors
Arizona
$573K +$573K +7,628 New
CSPIA
367
Cary Street Partners Investment Advisory
Virginia
$565K +$169K +2,283 +43%
FIB
368
First Interstate Bank
Montana
$565K +$565K +7,613 New
LWP
369
Laurel Wealth Planning
Minnesota
$564K +$21.9K +295 +4%
PGFC
370
Peapack-Gladstone Financial Corp
New Jersey
$558K +$95.7K +1,290 +21%
RSWM
371
Robertson Stephens Wealth Management
California
$557K -$10.8K -146 -2%
CA
372
Cetera Advisors
Colorado
$547K +$63.7K +859 +13%
WI
373
WrapManager Inc
California
$545K +$269K +3,634 +98%
CA
374
Cumberland Advisors
Florida
$532K -$7.41K -100 -1%
PWM
375
Perigon Wealth Management
California
$525K -$16.7K -225 -3%