SCZ icon

iShares MSCI EAFE Small-Cap ETF

519 hedge funds and large institutions have $5.99B invested in iShares MSCI EAFE Small-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 173 increasing their positions, 217 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
-2
Holders Change %
-0.38%
% of All Funds
11.4%
Holding in Top 10
41
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.9%
New
45
Increased
173
Reduced
217
Closed
41
Calls
$944K
Puts
$1.61M
Net Calls
-$662K
Net Calls Change
-$662K
Name Holding Trade Value Shares
Change
Shares
Change %
KP
76
Keel Point
Alabama
$9.94M -$13.4M -233,571 -57%
PFA
77
Pure Financial Advisors
California
$9.9M +$495K +8,648 +5%
OAM
78
Oppenheimer Asset Management
New York
$9.89M -$26.1K -456 -0.3%
BTS
79
BB&T Securities
Virginia
$9.4M +$595K +10,395 +7%
ECM
80
ETrade Capital Management
Virginia
$9.39M +$170K +2,966 +2%
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$9.31M -$1.02M -17,788 -10%
DY
82
Dowling & Yahnke
California
$9.04M -$63.2K -1,105 -0.7%
BJL
83
Brighton Jones LLC
Washington
$8.85M -$780K -13,627 -8%
FWP
84
FAS Wealth Partners
Kansas
$8.79M +$148K +2,579 +2%
AA
85
Alesco Advisors
New York
$8.75M -$32.8K -573 -0.4%
EA
86
Efficient Advisors
Ohio
$8.39M -$930K -16,252 -10%
SCM
87
Sterling Capital Management
North Carolina
$8.33M +$136K +2,380 +2%
WA
88
Waverly Advisors
Alabama
$8.25M +$135K +2,363 +2%
BC
89
Bartlett & Co
Ohio
$8.21M +$7.95M +138,996 +3,141%
BCWM
90
Bartlett & Co Wealth Management
Ohio
$8.21M +$7.95M +138,996 +3,141%
SWM
91
Shakespeare Wealth Management
Wisconsin
$8.18M +$370K +6,459 +5%
LTFS
92
Ladenburg Thalmann Financial Services
Florida
$8.1M -$85K -1,485 -1%
MCM
93
MAI Capital Management
Ohio
$7.74M +$95K +1,660 +1%
CAN
94
Cetera Advisor Networks
California
$7.71M -$2.51M -43,824 -25%
QCG
95
Quadrant Capital Group
Ohio
$7.66M +$158K +2,764 +2%
HT
96
Heritage Trust
Oklahoma
$7.49M +$83.1K +1,452 +1%
Russell Investments Group
97
Russell Investments Group
United Kingdom
$7.41M -$588K -10,278 -7%
FWM
98
Fairhaven Wealth Management
Illinois
$7.21M +$134K +2,334 +2%
TA
99
Trellis Advisors
Washington
$7.21M +$81.1K +1,417 +1%
BAAM
100
Baker Avenue Asset Management
California
$7.18M -$204K -3,559 -3%