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iShares MSCI EAFE Small-Cap ETF

570 hedge funds and large institutions have $7.4B invested in iShares MSCI EAFE Small-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 211 increasing their positions, 187 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
570
Holders Change
+64
Holders Change %
+12.65%
% of All Funds
10.11%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.62%
New
108
Increased
211
Reduced
187
Closed
34
Calls
Puts
$3.58M
Net Calls
-$3.58M
Net Calls Change
-$2.2M
Name Holding Trade Value Shares
Change
Shares
Change %
NHC
176
Nicholas Hoffman & Company
Georgia
$2.88M +$20.5K +300 +0.7%
SWA
177
Sax Wealth Advisors
New Jersey
$2.86M +$2.86M +41,867 New
TCM
178
Telos Capital Management
California
$2.86M -$83.5K -1,221 -3%
IWM
179
IHT Wealth Management
Illinois
$2.78M +$130K +1,904 +5%
EWA
180
Encompass Wealth Advisors
Oregon
$2.72M +$2.72M +39,856 New
RIA
181
Regal Investment Advisors
Michigan
$2.72M +$2.72M +39,734 New
HW
182
Hancock Whitney
Mississippi
$2.7M +$63.6K +930 +2%
AA
183
AlphaMark Advisors
Kentucky
$2.69M +$1.4M +20,416 +108%
PWA
184
Physician Wealth Advisors
Utah
$2.67M -$271K -3,800 -9%
NYLIM
185
New York Life Investment Management
New York
$2.66M
SFS
186
Sowell Financial Services
Arkansas
$2.64M -$258K -3,780 -9%
William Blair & Company
187
William Blair & Company
Illinois
$2.63M +$816K +11,939 +45%
CFA
188
Cahill Financial Advisors
Minnesota
$2.62M +$61.9K +906 +2%
SYBT
189
Stock Yards Bank & Trust
Kentucky
$2.61M +$558K +8,166 +27%
FA
190
FDx Advisors
Illinois
$2.56M -$305K -4,467 -11%
BF
191
BOK Financial
Oklahoma
$2.54M -$206K -3,010 -8%
SIS
192
SVB Investment Services
Utah
$2.51M -$204K -2,980 -8%
FSWA
193
Financial Synergies Wealth Advisors
Texas
$2.5M -$8.19M -119,869 -77%
AWM
194
Avior Wealth Management
Nebraska
$2.5M -$94.4K -1,381 -4%
AFAS
195
Acorn Financial Advisory Services
Virginia
$2.47M +$471K +6,879 +24%
MAM
196
Meeder Asset Management
Ohio
$2.47M +$131K +1,915 +6%
CCMG
197
Clark Capital Management Group
Pennsylvania
$2.47M +$1.13M +16,491 +84%
AIA
198
Alera Investment Advisors
Illinois
$2.42M -$602K -8,767 -20%
CFB
199
Cullen/Frost Bankers
Texas
$2.39M -$45K -659 -2%
ASN
200
Advisory Services Network
Georgia
$2.38M -$101K -1,481 -4%