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 %
EPWM
501
Essex Private Wealth Management
Massachusetts
$206K -$22.9K -307 -10%
NWM
502
Northwest Wealth Management
Iowa
$206K -$8.18K -110 -4%
IIC
503
Integrated Investment Consultants
Michigan
$205K -$6.33K -85 -3%
FNT
504
First National Trust
Pennsylvania
$205K
Bank of Nova Scotia
505
Bank of Nova Scotia
Ontario, Canada
$202K -$670 -9 -0.3%
SFPM
506
Sensible Financial Planning & Management
Massachusetts
$201K
EIP
507
Ellis Investment Partners
Pennsylvania
$201K
FH
508
FWG Holdings
Florida
$200K -$7.35K -99 -4%
RPCA
509
Running Point Capital Advisors
California
$195K
BWM
510
Baystate Wealth Management
Massachusetts
$191K -$7.15K -96 -4%
KFI
511
Key Financial Inc
Pennsylvania
$189K
AFS
512
Annapolis Financial Services
Maryland
$188K -$1.72K -23 -0.9%
PFA
513
Professional Financial Advisors
Nebraska
$186K -$372 -5 -0.2%
CAL
514
Capital Advisors Ltd
Ohio
$164K -$68.5K -920 -29%
Koshinski Asset Management
515
Koshinski Asset Management
Illinois
$154K +$154K +2,067 New
CIR
516
Clear Investment Research
Georgia
$153K -$373 -5 -0.2%
NFG
517
Next Financial Group
Texas
$150K -$8.85K -119 -6%
RTL
518
Red Tortoise LLC
Georgia
$140K +$140K +2,870 New
BWM
519
BerganKDV Wealth Management
Minnesota
$131K +$131K +1,760 New
TC
520
Trust Company
Kansas
$124K
GLLW
521
Graves Light Lenhart Wealth
Virginia
$118K +$10.6K +143 +10%
VCM
522
Vigilant Capital Management
Maine
$114K +$98K +1,319 +613%
Legal & General Group
523
Legal & General Group
United Kingdom
$110K +$35.7K +480 +48%
EC
524
Estate Counselors
Wisconsin
$104K
KPCM
525
Kings Point Capital Management
New York
$97K +$22.2K +300 +30%