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iShares MSCI EAFE Small-Cap ETF

721 hedge funds and large institutions have $11.1B invested in iShares MSCI EAFE Small-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 313 increasing their positions, 162 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
721
Holders Change
+75
Holders Change %
+11.61%
% of All Funds
11.14%
Holding in Top 10
39
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.63%
% of All Funds
0.6%
New
139
Increased
313
Reduced
162
Closed
53
Calls
$527K
Puts
$8.76M
Net Calls
-$8.24M
Net Calls Change
-$541K
Name Holding Trade Value Shares
Change
Shares
Change %
TFM
551
TFC Financial Management
Massachusetts
$227K
BO
552
Bank OZK
Arkansas
$224K +$224K +3,064 New
AWP
553
Accretive Wealth Partners
New Jersey
$222K +$13.6K +186 +7%
NWM
554
Northwest Wealth Management
Iowa
$222K +$19.5K +266 +10%
EDRH
555
Edmond de Rothschild Holding
Switzerland
$218K
UBV
556
United Bank (Virginia)
Virginia
$217K
MWM
557
Maripau Wealth Management
Indiana
$214K +$214K +3,081 New
ACM
558
Alamar Capital Management
California
$212K -$5.57K -76 -3%
SWM
559
Spire Wealth Management
Virginia
$211K -$15.2K -209 -7%
RTL
560
Red Tortoise LLC
Georgia
$211K +$1.17K +16 +0.6%
GIA
561
GHP Investment Advisors
Colorado
$210K +$1.39K +19 +0.7%
CW
562
CreativeOne Wealth
Kansas
$207K -$13.2K -181 -6%
BPC
563
Banque Pictet & Cie
Switzerland
$207K
EIP
564
Ellis Investment Partners
Pennsylvania
$207K +$9.12K +125 +5%
PAM
565
Palisade Asset Management
Minnesota
$206K
MBT
566
Montecito Bank & Trust
California
$205K -$67.8K -930 -25%
Bank of Nova Scotia
567
Bank of Nova Scotia
Ontario, Canada
$205K +$6.93K +95 +3%
EPWM
568
Essex Private Wealth Management
Massachusetts
$202K
AWM
569
Axxcess Wealth Management
California
$201K +$201K +2,751 New
SIC
570
SJS Investment Consulting
Ohio
$193K +$193K +2,636 New
KFI
571
Key Financial Inc
Pennsylvania
$185K
AFS
572
Annapolis Financial Services
Maryland
$184K
GLLW
573
Graves Light Lenhart Wealth
Virginia
$178K +$62.2K +852 +54%
PFA
574
Professional Financial Advisors
Nebraska
$174K -$9.15K -125 -5%
FWP
575
FAS Wealth Partners
Kansas
$173K -$30.2K -413 -15%