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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 %
FA
476
Fortis Advisors
Pennsylvania
$11K +$11K +245 New
SIC
477
Salem Investment Counselors
North Carolina
$11K +$11K +250 New
LWM
478
Liberty Wealth Management
California
$10K
WTC
479
WhitTier Trust Company
Nevada
$10K
PA
480
Procyon Advisors
Connecticut
$8K +$1.14K +25 +17%
GTAM
481
Global Trust Asset Management
Florida
$7K -$1.75K -40 -20%
MCM
482
McMillion Capital Management
North Carolina
$7K
FP
483
Financial Perspectives
Minnesota
$6.06K
SIM
484
Sonora Investment Management
Arizona
$6K -$38.7K -800 -87%
CTC
485
Central Trust Company
Missouri
$6K -$9.09K -212 -60%
BFC
486
Bedel Financial Consulting
Indiana
$6K
PMFA
487
Plante Moran Financial Advisors
Michigan
$6K
CFA
488
Carroll Financial Associates
North Carolina
$6K
FDCDDQ
489
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.02K -$8.46M -188,704 -100%
NSIM
490
North Star Investment Management
Illinois
$5K
CFO
491
CVA Family Office
Colorado
$5K +$5K +120 New
DSC
492
Duncker Streett & Co
Missouri
$4K
MAWCM
493
Mine & Arao Wealth Creation & Management
California
$4K
EWM
494
EPG Wealth Management
Georgia
$4K +$2.26K +56 +130%
AAP
495
Arax Advisory Partners
Colorado
$3K -$146K -3,648 -98%
AT
496
Arden Trust
Delaware
$3K +$3K +62 New
CWM
497
Cedar Wealth Management
California
$3K +$3K +64 New
FMII
498
Farmers & Merchants Investments Inc
Nebraska
$3K +$3K +65 New
PFO
499
Pathstone Family Office
New Jersey
$3K +$3K +70 New
SCA
500
Stonebridge Capital Advisors
Minnesota
$2K -$1.82K -50 -48%