SCZ icon

iShares MSCI EAFE Small-Cap ETF

646 hedge funds and large institutions have $10.9B invested in iShares MSCI EAFE Small-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 247 increasing their positions, 203 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
646
Holders Change
+16
Holders Change %
+2.54%
% of All Funds
11.35%
Holding in Top 10
38
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.57%
% of All Funds
0.67%
New
58
Increased
247
Reduced
203
Closed
34
Calls
$938K
Puts
$8.63M
Net Calls
-$7.7M
Net Calls Change
-$2.33M
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
401
OneDigital Investment Advisors
Kansas
$439K -$160K -2,145 -27%
KCPG
402
Kavar Capital Partners Group
Kansas
$438K
Millennium Management
403
Millennium Management
New York
$434K +$434K +5,828 New
MSAM
404
Moloney Securities Asset Management
Missouri
$431K
CCA
405
Cobblestone Capital Advisors
New York
$423K -$22.3K -300 -5%
VFA
406
Valeo Financial Advisors
Indiana
$421K +$142K +1,907 +51%
HSA
407
HBK Sorce Advisory
Pennsylvania
$419K -$9.98K -134 -2%
MFGM
408
Marshall Financial Group (Maryland)
Maryland
$417K +$16K +215 +4%
YIA
409
YHB Investment Advisors
Connecticut
$415K
AA
410
Ancora Advisors
Ohio
$413K
ICP
411
Interchange Capital Partners
Pennsylvania
$412K +$34.5K +464 +9%
AP
412
Advisor Partners
California
$411K
PCA
413
Personal Capital Advisors
California
$410K +$30.6K +411 +8%
WCM
414
Weik Capital Management
Pennsylvania
$409K
AWM
415
AllSquare Wealth Management
New York
$402K
PFM
416
Peak Financial Management
Massachusetts
$402K +$20.5K +275 +5%
MCM
417
Manchester Capital Management
Vermont
$398K
OGF
418
Orin Green Financial
California
$398K
LNC
419
Lincoln National Corp
Pennsylvania
$397K +$26.2K +352 +7%
IWS
420
Insight Wealth Strategies
California
$394K -$1.34M -18,022 -77%
FC
421
Financial Consulate
Maryland
$392K -$8.78K -118 -2%
LA
422
Latitude Advisors
Florida
$389K +$389K +5,229 New
CWM
423
Comprehensive Wealth Management
Washington
$379K +$148K +1,989 +64%
NB
424
Nicolet Bankshares
Wisconsin
$377K -$47.1K -633 -11%
FT
425
Fiduciary Trust
Massachusetts
$376K