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iShares MSCI EAFE Small-Cap ETF

501 hedge funds and large institutions have $5.5B invested in iShares MSCI EAFE Small-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 148 increasing their positions, 237 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
-13
Holders Change %
-2.53%
% of All Funds
10.3%
Holding in Top 10
32
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.03%
% of All Funds
0.66%
New
63
Increased
148
Reduced
237
Closed
74
Calls
$788K
Puts
$14.4M
Net Calls
-$13.7M
Net Calls Change
-$13.4M
Name Holding Trade Value Shares
Change
Shares
Change %
TFGT
451
TS Financial Group (TSFG)
Illinois
$15K
TPWA
452
TRUE Private Wealth Advisors
Oregon
$15K +$157 +3 +1%
KPW
453
Kore Private Wealth
New York
$15K +$15K +293 New
FHA
454
Flagship Harbor Advisors
Massachusetts
$14K -$21K -409 -60%
ETI
455
Enterprise Trust & Investment
California
$14K
IFAM
456
Institutional & Family Asset Management
Colorado
$14K +$14K +259 New
Simplex Trading
457
Simplex Trading
Illinois
$13K +$13K +243 New
WTC
458
WhitTier Trust Company
Nevada
$12K
LWM
459
Liberty Wealth Management
California
$12K +$103 +2 +0.9%
CFA
460
Carroll Financial Associates
North Carolina
$11K +$3.36K +65 +44%
PA
461
Procyon Advisors
Connecticut
$9K
PMFA
462
Plante Moran Financial Advisors
Michigan
$8K
JCM
463
Jacobi Capital Management
Pennsylvania
$8K +$8K +2,601 New
FP
464
Financial Perspectives
Minnesota
$7.32K +$54 +1 +0.7%
SIM
465
Sonora Investment Management
Arizona
$7K
BFC
466
Bedel Financial Consulting
Indiana
$7K +$112 +2 +2%
CAM
467
ClariVest Asset Management
California
$7K +$7K +122 New
BBHC
468
Brown Brothers Harriman & Co
New York
$7K +$7K +127 New
CFO
469
CVA Family Office
Colorado
$6K
TF
470
TimeScale Financial
Massachusetts
$6K +$6K +112 New
PIMG
471
Patriot Investment Management Group
Tennessee
$5.63K +$5.63K +105 New
TFO
472
Tarbox Family Office
California
$5K -$190K -3,716 -97%
GTAM
473
Global Trust Asset Management
Florida
$5K -$2.92K -59 -37%
DSC
474
Duncker Streett & Co
Missouri
$5K
TRCT
475
Tower Research Capital (TRC)
New York
$4K -$160K -2,635 -98%