SCZ icon

iShares MSCI EAFE Small-Cap ETF

506 hedge funds and large institutions have $6.32B invested in iShares MSCI EAFE Small-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 143 increasing their positions, 230 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+5
Holders Change %
+1%
% of All Funds
10.24%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.67%
New
49
Increased
143
Reduced
230
Closed
38
Calls
$289K
Puts
$1.67M
Net Calls
-$1.38M
Net Calls Change
+$12.3M
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
401
OneDigital Investment Advisors
Kansas
$210K +$210K +3,565 New
WF
402
WoodTrust Financial
Wisconsin
$210K +$210K +3,567 New
BOS
403
Bingham Osborn & Scarborough
California
$207K +$207K +3,502 New
PAI
404
Pittenger & Anderson Inc
Nebraska
$205K -$6.21M -105,253 -97%
CAL
405
Capital Advisors Ltd
Ohio
$173K
APWM
406
Atlas Private Wealth Management
New York
$170K +$1.82K +31 +1%
BWM
407
Baystate Wealth Management
Massachusetts
$170K +$39.7K +675 +30%
TCOV
408
Trust Company of Vermont
Vermont
$166K
EIP
409
Ellis Investment Partners
Pennsylvania
$158K -$15.9K -269 -9%
AF
410
Advisornet Financial
Minnesota
$150K +$9.5K +161 +7%
CIR
411
Clear Investment Research
Georgia
$148K +$1.59K +27 +1%
SBL
412
Sargent Bickham Lagudis
Colorado
$146K
NFG
413
Next Financial Group
Texas
$146K +$146K +2,464 New
S
414
SignatureFD
Georgia
$133K +$176 +3 +0.1%
HFA
415
Hoover Financial Advisors
Pennsylvania
$124K
HR
416
Howe & Rusling
New York
$120K -$51.6K -878 -30%
IA
417
IFP Advisors
Florida
$117K +$2.72K +46 +2%
BL
418
Balentine LLC
Georgia
$111K +$111K +1,874 New
WT
419
Whittier Trust
California
$109K
TC
420
Trust Company
Kansas
$98K -$5.85K -99 -6%
SIAS
421
Shine Investment Advisory Services
Colorado
$96K
VC
422
Vestor Capital
Illinois
$90K +$90K +1,522 New
NPP
423
New Potomac Partners
Maryland
$86K
Legal & General Group
424
Legal & General Group
United Kingdom
$85K -$24.8K -420 -23%
TWA
425
TCI Wealth Advisors
Arizona
$82K