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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

506 hedge funds and large institutions have $6.32B invested in iShares MSCI EAFE Small-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 143 increasing their positions, 230 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+5
Holders Change %
+1%
% of All Funds
10.24%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.67%
New
49
Increased
143
Reduced
230
Closed
38
Calls
$289K
Puts
$1.67M
Net Calls
-$1.38M
Net Calls Change
+$12.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$692M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$289M
3
Jane Street
Jane Street
New York
$51.1M
4
HHGA
Halbert Hargrove Global Advisors
California
$36.4M
5
Franklin Resources
Franklin Resources
California
$52.5M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$544M
2
Truist Financial
Truist Financial
North Carolina
$113M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$7.01M
4
CS
Credit Suisse
Switzerland
$3.8M
5
UBS Group
UBS Group
Switzerland
$66.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
226
Glenview Trust
Kentucky
$1.38M -$111K -1,889 -7%
CS
227
Comerica Securities
Michigan
$1.37M +$19.2K +326 +1%
BWL
228
Bogart Wealth LLC
Virginia
$1.36M – – –
CFC
229
Coyle Financial Counsel
Illinois
$1.36M +$8.61K +146 +0.6%
LWA
230
Lenox Wealth Advisors
New York
$1.35M -$13.2K -224 -1%
TIM
231
Tortoise Investment Management
New York
$1.33M -$83.6K -1,418 -6%
MAFM
232
Mid Atlantic Financial Management
Pennsylvania
$1.31M -$63.5K -1,014 -5%
RWA
233
River Wealth Advisors
Pennsylvania
$1.28M +$543K +9,196 +73%
HA
234
Harborview Advisors
Maine
$1.28M +$1.28M +21,697 New
BDF
235
Balasa Dinverno & Foltz
$1.28M +$534K +9,060 +72%
Invesco
236
Invesco
Georgia
$1.26M -$15K -255 -1%
BC
237
Burleson & Co
California
$1.26M -$513K -8,433 -29%
APG
238
Abacus Planning Group
South Carolina
$1.22M -$15K -254 -1%
VFP
239
Verus Financial Partners
Virginia
$1.22M +$1.22M +20,720 New
JCM
240
Jacobsen Capital Management
Utah
$1.18M +$52.6K +892 +5%
TFF
241
The Family Firm
Maryland
$1.16M -$15.9K -269 -1%
CCMG
242
Clark Capital Management Group
Pennsylvania
$1.16M -$7.77M -131,713 -87%
WCFA
243
Walkner Condon Financial Advisors
Wisconsin
$1.14M +$1.14M +19,313 New
SSWG
244
Seven Springs Wealth Group
Tennessee
$1.13M -$876K -14,852 -44%
AA
245
AlphaMark Advisors
Kentucky
$1.12M – – –
BB
246
Busey Bank
Illinois
$1.11M -$16.1K -273 -1%
BAM
247
Baldrige Asset Management
Pennsylvania
$1.1M +$12.6K +214 +1%
LAS
248
Lloyd Advisory Services
Georgia
$1.05M -$61K -1,034 -6%
NFG
249
Nations Financial Group
Iowa
$1.04M -$54.7K -927 -5%
HCM
250
Hengehold Capital Management
Ohio
$1.03M -$2.72K -46 -0.3%
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