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iShares MSCI EAFE Small-Cap ETF

514 hedge funds and large institutions have $5.1B invested in iShares MSCI EAFE Small-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 162 increasing their positions, 234 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
514
Holders Change
-92
Holders Change %
-15.18%
% of All Funds
11.35%
Holding in Top 10
33
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-29.79%
% of All Funds
0.73%
New
49
Increased
162
Reduced
234
Closed
132
Calls
$318K
Puts
$574K
Net Calls
-$256K
Net Calls Change
-$65K
Name Holding Trade Value Shares
Change
Shares
Change %
TFO
401
Tarbox Family Office
California
$171K
AF
402
Advisornet Financial
Minnesota
$156K +$39.9K +889 +34%
HR
403
Howe & Rusling
New York
$155K -$13.9K -311 -8%
APWM
404
Atlas Private Wealth Management
New York
$155K -$4.39K -98 -3%
MF
405
Manchester Financial
California
$153K -$13.1K -293 -8%
CIR
406
Clear Investment Research
Georgia
$147K +$24.5K +545 +20%
SF
407
Synovus Financial
Georgia
$142K -$23.1K -516 -14%
AWM
408
AllSquare Wealth Management
New York
$139K -$17.8K -398 -11%
EIP
409
Ellis Investment Partners
Pennsylvania
$133K -$43 -1 -0%
PFGIA
410
Patriot Financial Group Insurance Agency
Massachusetts
$132K +$54.6K +1,218 +70%
CAL
411
Capital Advisors Ltd
Ohio
$131K +$3.63K +81 +3%
TRCT
412
Tower Research Capital (TRC)
New York
$121K +$121K +2,701 New
KFI
413
Key Financial Inc
Pennsylvania
$118K -$59.3K -1,326 -33%
EK
414
Evensky & Katz
Florida
$114K -$16.5K -369 -13%
Legal & General Group
415
Legal & General Group
United Kingdom
$114K +$25.4K +565 +29%
SBL
416
Sargent Bickham Lagudis
Colorado
$113K -$103K -2,292 -48%
CAPTRUST Financial Advisors
417
CAPTRUST Financial Advisors
North Carolina
$113K -$78.7K -1,839 -41%
NFG
418
Next Financial Group
Texas
$100K -$8.77K -196 -8%
BWM
419
Baystate Wealth Management
Massachusetts
$98K -$2.12M -47,334 -96%
IA
420
IFP Advisors
Florida
$93K +$27.1K +599 +41%
EW
421
Evoke Wealth
California
$89.7K +$89.7K +2,000 New
WT
422
Whittier Trust
California
$83K +$47K +1,048 +131%
TC
423
Trust Company
Kansas
$79K -$43.7K -974 -36%
HS
424
Horan Securities
United States
$79K +$79K +1,758 New
NPP
425
New Potomac Partners
Maryland
$70K -$1.03K -23 -1%