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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

514 hedge funds and large institutions have $5.1B invested in iShares MSCI EAFE Small-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 162 increasing their positions, 234 reducing their positions, and 132 closing their positions.

Holders
514
Holders Change
-92
Holders Change %
-15.18%
% of All Funds
11.35%
Holding in Top 10
33
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-29.79%
% of All Funds
0.73%
New
49
Increased
162
Reduced
234
Closed
132
Calls
$318K
Puts
$574K
Net Calls
-$256K
Net Calls Change
-$65K

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$685M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$427M
3
FMWA
3
Forvis Mazars Wealth Advisors
Missouri
$35.4M
4
TF
4
TIAA FSB
Florida
$649M
5
BlackRock
5
BlackRock
New York
$170M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$10.2M
2
AC
2
Allstate Corporation
Illinois
$63.1M
3
Creative Planning
3
Creative Planning
Kansas
$213M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$180M
5
UCFA
5
United Capital Financial Advisors
Texas
$2.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
226
Elm Advisors
California
$1.23M -$148K -3,290 -11%
OBWP
227
O'Brien Wealth Partners
Massachusetts
$1.22M -$324K -7,464 -21%
IWS
228
Insight Wealth Strategies
California
$1.21M -$695K -15,503 -36%
MAM
229
Meeder Asset Management
Ohio
$1.19M -$277K -6,185 -19%
AL
230
Aspiriant LLC
California
$1.18M +$754K +16,831 +175%
Marshall Wace
231
Marshall Wace
United Kingdom
$1.17M +$1.17M +25,989 New
DS
232
DRW Securities
Illinois
$1.15M +$1.15M +25,750 New
SCP
233
Syntal Capital Partners
Texas
$1.15M -$794K -17,722 -41%
DADC
234
D.A. Davidson & Co
Montana
$1.15M +$127K +2,832 +12%
APG
235
Abacus Planning Group
South Carolina
$1.14M -$306K -6,837 -21%
NA
236
Nottingham Advisors
New York
$1.13M +$5.65K +126 +0.5%
HR
237
Hardy Reed
Mississippi
$1.09M -$2.33M -52,040 -68%
CFB
238
Cullen/Frost Bankers
Texas
$1.05M +$711K +15,849 +212%
BWL
239
Bogart Wealth LLC
Virginia
$1.04M +$240K +5,351 +30%
BEAM
240
Baker Ellis Asset Management
Washington
$1.04M -$942K -20,995 -47%
CFC
241
Coyle Financial Counsel
Illinois
$1.03M -$6.32K -141 -0.6%
SYBT
242
Stock Yards Bank & Trust
Kentucky
$1.02M +$1.02M +22,836 New
LWA
243
Lenox Wealth Advisors
New York
$1.02M -$2.96K -66 -0.3%
WCF
244
West Coast Financial
California
$1.01M -$56.1K -1,250 -5%
TI
245
Trexquant Investment
Connecticut
$989K +$989K +22,064 New
CS
246
Comerica Securities
Michigan
$970K -$414K -9,232 -30%
CFG
247
Citizens Financial Group
Rhode Island
$968K -$1.73M -38,579 -64%
Invesco
248
Invesco
Georgia
$959K -$148K -3,296 -13%
IWA
249
Independence Wealth Advisors
Virginia
$950K -$233K -5,194 -20%
MAFM
250
Mid Atlantic Financial Management
Pennsylvania
$946K +$10.2K +227 +1%
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10
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