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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.

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

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$10.2M
2
AC
Allstate Corporation
Illinois
$63.1M
3
Creative Planning
Creative Planning
Kansas
$213M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$180M
5
UCFA
United Capital Financial Advisors
Texas
$2.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
276
Strategic Blueprint
Georgia
$706K +$706K +15,754 New
CM
277
Columbus Macro
Pennsylvania
$700K +$2.15K +48 +0.3%
APSP
278
Asset Planning Services (Pennsylvania)
Pennsylvania
$699K – – –
CCMG
279
Clark Capital Management Group
Pennsylvania
$698K -$2.42M -54,036 -78%
PWM
280
PBMares Wealth Management
Virginia
$694K -$4.53K -101 -0.6%
Deutsche Bank
281
Deutsche Bank
Germany
$689K +$165K +3,676 +31%
SIAS
282
Shine Investment Advisory Services
Colorado
$677K +$677K +15,099 New
Verition Fund Management
283
Verition Fund Management
Connecticut
$668K +$668K +14,908 New
MFG
284
Magnus Financial Group
New York
$634K +$213K +4,750 +51%
MWM
285
Merriman Wealth Management
Washington
$633K -$10.5M -233,612 -94%
PWPS
286
Pinnacle Wealth Planning Services
Ohio
$631K -$52.2K -1,165 -8%
OC
287
Oppenheimer & Co
New York
$597K -$715K -15,962 -55%
ATC
288
Argent Trust Co
Tennessee
$581K -$294K -6,561 -34%
SPC
289
Sigma Planning Corp
Michigan
$568K -$534K -11,927 -48%
DP
290
Denver PWM
Colorado
$549K -$23.2K -538 -4%
ACS
291
Archford Capital Strategies
Illinois
$545K +$65K +1,451 +14%
EVM
292
Eaton Vance Management
Massachusetts
$544K -$1.23M -27,334 -69%
VFPI
293
Vantage Financial Partners (Illinois)
Illinois
$536K +$121K +2,700 +29%
KA
294
Klingman & Associates
New York
$535K +$3.5K +78 +0.7%
PPA
295
Parametric Portfolio Associates
Washington
$522K +$522K +11,654 New
COF
296
Capital One Financial
Virginia
$518K +$518K +11,550 New
PA
297
Parallel Advisors
California
$511K -$159K -3,539 -24%
RFWA
298
RPg Family Wealth Advisory
Massachusetts
$499K -$108K -2,410 -18%
WTB
299
Washington Trust Bank
Washington
$488K -$1.56M -34,726 -76%
PTB
300
Pioneer Trust Bank
Oregon
$488K +$24.9K +555 +5%
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