SCZ icon

iShares MSCI EAFE Small-Cap ETF

223 hedge funds and large institutions have $2.72B invested in iShares MSCI EAFE Small-Cap ETF in 2014 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 115 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+10
Holders Change %
+4.69%
% of All Funds
6.41%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.86%
New
23
Increased
115
Reduced
55
Closed
12
Calls
$476K
Puts
$476K
Net Calls
Net Calls Change
+$846K
Name Holding Trade Value Shares
Change
Shares
Change %
BRWM
201
B. Riley Wealth Management
Tennessee
$42K -$945 -18 -2%
TCM
202
TD Capital Management
Tennessee
$42K +$10.9K +206 +35%
ST
203
Smithfield Trust
Pennsylvania
$32K
TWM
204
Torch Wealth Management
Ohio
$32K
CTC
205
Central Trust Company
Missouri
$32K +$4.19K +79 +15%
CAL
206
Capital Advisors Ltd
Ohio
$29K
PSI
207
Pinnacle Summer Investments
Virginia
$27K +$3.9K +73 +17%
BA
208
BlackRock Advisors
Delaware
$26K +$26K +484 New
DADC
209
D.A. Davidson & Co
Montana
$26K +$26K +497 New
FANJ
210
Financial Architects (New Jersey)
New Jersey
$26K +$26K +500 New
HPBT
211
High Point Bank & Trust
North Carolina
$25K
CWM
212
Cranbrook Wealth Management
Michigan
$17K
GAM
213
Gemmer Asset Management
California
$14K +$14K +272 New
SGC
214
South Georgia Capital
Illinois
$12K
S
215
SignatureFD
Georgia
$12K +$12K +225 New
KPCM
216
Kings Point Capital Management
New York
$11K
HCM
217
Horrell Capital Management
Arkansas
$9K +$1.46K +28 +19%
VIA
218
Vantage Investment Advisors
Pennsylvania
$9K +$9K +175 New
RFA
219
Reilly Financial Advisors
California
$8K +$8K +149 New
PMFA
220
Plante Moran Financial Advisors
Michigan
$7K +$7K +141 New
NMIS
221
Northwestern Mutual Investment Services
Wisconsin
$3K
W
222
Wealthfront
California
$1K +$1K +14 New
PSUF
223
People's United Financial
Connecticut
$1K +$1K +26 New
QA
224
Quantitative Advantage
Minnesota
-$18.1M -346,161 Closed
VC
225
Vicus Capital
Pennsylvania
-$18.1M -346,043 Closed