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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

501 hedge funds and large institutions have $5.5B invested in iShares MSCI EAFE Small-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 148 increasing their positions, 237 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
-13
Holders Change %
-2.53%
% of All Funds
10.3%
Holding in Top 10
32
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.03%
% of All Funds
0.66%
New
63
Increased
148
Reduced
237
Closed
74
Calls
$788K
Puts
$14.4M
Net Calls
-$13.7M
Net Calls Change
-$13.4M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$116M
2
RBA
Richard Bernstein Advisors
New York
+$65.6M
3
Ameriprise
Ameriprise
Minnesota
+$46M
4
Northern Trust
Northern Trust
Illinois
+$30.4M
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
+$21.2M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$248M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$127M
3
Truist Financial
Truist Financial
North Carolina
-$105M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$68.6M
5
AC
Allstate Corporation
Illinois
-$45.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWL
226
Bogart Wealth LLC
Virginia
$1.24M -$5.9K -110 -0.5%
LWA
227
Lenox Wealth Advisors
New York
$1.24M +$12K +223 +1%
CFC
228
Coyle Financial Counsel
Illinois
$1.23M +$429 +8 +0%
CS
229
Comerica Securities
Michigan
$1.23M +$69.2K +1,291 +6%
AI
230
Atria Investments
North Carolina
$1.21M +$1.21M +22,641 New
BFPW
231
BOK Financial Private Wealth
Colorado
$1.18M -$1.71M -31,953 -59%
MAFM
232
Mid Atlantic Financial Management
Pennsylvania
$1.17M +$41.3K +771 +4%
Invesco
233
Invesco
Georgia
$1.16M +$16.1K +301 +1%
APG
234
Abacus Planning Group
South Carolina
$1.13M -$244K -4,545 -18%
AFAS
235
Acorn Financial Advisory Services
Virginia
$1.09M +$169K +3,151 +18%
TFF
236
The Family Firm
Maryland
$1.07M -$26.9K -502 -2%
SPIA
237
Steward Partners Investment Advisory
New York
$1.04M -$43.4K -810 -4%
JCM
238
Jacobsen Capital Management
Utah
$1.02M +$1.02M +19,111 New
BB
239
Busey Bank
Illinois
$1.02M -$2.15M -40,163 -68%
BFO
240
Biltmore Family Office
North Carolina
$1.02M -$1.85M -34,438 -64%
AA
241
AlphaMark Advisors
Kentucky
$1.01M – – –
Mirae Asset Global Investments
242
Mirae Asset Global Investments
South Korea
$1.01M -$1.29M -24,040 -56%
Nuveen Asset Management
243
Nuveen Asset Management
Illinois
$1.01M – – –
LAS
244
Lloyd Advisory Services
Georgia
$1.01M -$1.5K -28 -0.1%
SMG
245
Smart Money Group
Texas
$1M +$8.21K +153 +0.8%
NFG
246
Nations Financial Group
Iowa
$999K +$92.9K +1,733 +10%
BAM
247
Baldrige Asset Management
Pennsylvania
$987K +$4.93K +92 +0.5%
GG
248
Gofen & Glossberg
Illinois
$983K +$54 +1 +0%
WCF
249
West Coast Financial
California
$959K -$252K -4,701 -21%
BEAM
250
Baker Ellis Asset Management
Washington
$958K -$287K -5,350 -23%
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