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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 %
WCF
251
West Coast Financial
California
$1.02M -$30.8K -523 -3%
RHBC
252
R.H. Bluestein & Co
Michigan
$1.02M +$67.2K +1,140 +7%
AI
253
Atria Investments
North Carolina
$1.01M -$329K -5,586 -25%
FCI
254
Financial Counselors Inc
Kansas
$1M -$32.9K -558 -3%
A
255
AdvicePeriod
California
$1M +$687K +11,643 +219%
RWA
256
Ropes Wealth Advisors
Massachusetts
$990K -$5.6K -95 -0.6%
GG
257
Gofen & Glossberg
Illinois
$984K -$97.3K -1,650 -9%
SGA
258
Strategic Global Advisors
California
$979K +$76.4K +1,296 +8%
GA
259
GFS Advisors
Texas
$974K -$7.02K -119 -0.7%
SPC
260
Sigma Planning Corp
Michigan
$972K +$236K +3,999 +32%
SMG
261
Smart Money Group
Texas
$963K -$137K -2,317 -12%
AIP
262
Almanack Investment Partners
Pennsylvania
$962K +$962K +15,399 New
AP
263
Adero Partners
California
$961K – – –
PA
264
Parallel Advisors
California
$920K +$404K +6,843 +78%
AIM
265
Alhambra Investment Management
Florida
$893K +$130K +2,208 +17%
APSP
266
Asset Planning Services (Pennsylvania)
Pennsylvania
$882K -$6.49K -110 -0.7%
PP
267
Prudential plc
United Kingdom
$878K -$1.7M -28,800 -66%
BFPW
268
BOK Financial Private Wealth
Colorado
$877K -$424K -7,176 -33%
BEAM
269
Baker Ellis Asset Management
Washington
$867K -$187K -3,169 -18%
PWM
270
PBMares Wealth Management
Virginia
$854K – – –
DADC
271
D.A. Davidson & Co
Montana
$839K +$309K +5,230 +58%
DP
272
Denver PWM
Colorado
$837K -$9.09K -154 -1%
EVM
273
Eaton Vance Management
Massachusetts
$829K +$28.7K +486 +4%
RIM
274
Rockbridge Investment Management
New York
$819K -$295 -5 -0%
MFG
275
Magnus Financial Group
New York
$773K -$6.84K -116 -0.9%
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