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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
$264M
2
RBA
Richard Bernstein Advisors
New York
$65.6M
3
Ameriprise
Ameriprise
Minnesota
$56.3M
4
Northern Trust
Northern Trust
Illinois
$52M
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
$63.6M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$574M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$384M
3
Truist Financial
Truist Financial
North Carolina
$121M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$138M
5
AC
Allstate Corporation
Illinois
$30M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
251
Asset Dedication LLC
California
$944K -$134K -2,514 -12%
FCI
252
Financial Counselors Inc
Kansas
$939K -$960K -17,896 -51%
HCM
253
Hengehold Capital Management
Ohio
$935K -$51.8K -965 -5%
AA
254
Advisory Alpha
Michigan
$914K +$35.4K +658 +4%
RWA
255
Ropes Wealth Advisors
Massachusetts
$905K +$9.38K +175 +1%
GA
256
GFS Advisors
Texas
$892K – – –
AP
257
Adero Partners
California
$873K – – –
HW
258
Hancock Whitney
Mississippi
$866K -$806K -15,044 -48%
RHBC
259
R.H. Bluestein & Co
Michigan
$862K +$558K +10,406 +184%
HR
260
Hardy Reed
Mississippi
$850K -$457K -8,518 -35%
Deutsche Bank
261
Deutsche Bank
Germany
$843K +$18.8K +350 +2%
SGA
262
Strategic Global Advisors
California
$821K -$1.47M -27,308 -64%
APSP
263
Asset Planning Services (Pennsylvania)
Pennsylvania
$807K -$28.7K -536 -3%
HSA
264
HBK Sorce Advisory
Pennsylvania
$780K +$410K +7,646 +111%
PWM
265
PBMares Wealth Management
Virginia
$777K -$53.9K -1,004 -6%
DP
266
Denver PWM
Colorado
$769K +$85.6K +1,596 +13%
RIM
267
Rockbridge Investment Management
New York
$745K +$745K +13,895 New
CFG
268
Citizens Financial Group
Rhode Island
$729K -$429K -8,008 -37%
EVM
269
Eaton Vance Management
Massachusetts
$728K +$77.3K +1,440 +12%
CAG
270
Csenge Advisory Group
Florida
$725K +$725K +13,529 New
MFG
271
Magnus Financial Group
New York
$709K -$48.6K -907 -6%
AIM
272
Alhambra Investment Management
Florida
$693K +$693K +12,933 New
BDF
273
Balasa Dinverno & Foltz
$677K -$9.34M -174,151 -93%
RWA
274
River Wealth Advisors
Pennsylvania
$672K +$672K +12,529 New
SPC
275
Sigma Planning Corp
Michigan
$669K -$10.8K -202 -2%
9 10
11
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