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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 %
OC
276
Oppenheimer & Co
New York
$655K -$59K -1,101 -8%
QIM
277
Quantitative Investment Management
Virginia
$651K +$651K +12,147 New
ATC
278
Argent Trust Co
Tennessee
$640K -$54.9K -1,023 -8%
KA
279
Klingman & Associates
New York
$640K – – –
SCP
280
Syntal Capital Partners
Texas
$638K -$738K -13,771 -54%
FVWA
281
Foster Victor Wealth Advisors
South Carolina
$631K -$4.5M -83,900 -88%
PA
282
Pinnacle Associates
New York
$628K +$81.5K +1,519 +15%
MW
283
Marcum Wealth
Ohio
$614K +$614K +11,443 New
VFA
284
Voya Financial Advisors
Connecticut
$607K +$607K +11,307 New
RFWA
285
RPg Family Wealth Advisory
Massachusetts
$607K +$9.28K +173 +2%
PWPS
286
Pinnacle Wealth Planning Services
Ohio
$600K -$155K -2,898 -21%
VWM
287
Venturi Wealth Management
Texas
$597K +$597K +11,134 New
V
288
Veritable
Delaware
$587K +$145K +2,705 +33%
WCWM
289
Wooster Corthell Wealth Management
Connecticut
$531K -$51.6K -963 -9%
DWM
290
Dakota Wealth Management
Florida
$528K -$41.7K -778 -7%
FFG
291
Fullen Financial Group
Ohio
$526K +$526K +9,812 New
SLT
292
St Louis Trust
Missouri
$519K – – –
VFPI
293
Vantage Financial Partners (Illinois)
Illinois
$507K -$134K -2,500 -21%
CFD
294
Creative Financial Designs
Indiana
$500K +$50.9K +950 +11%
CWA
295
Capital Wealth Alliance
Arizona
$493K -$5.78K -108 -1%
COF
296
Capital One Financial
Virginia
$490K -$130K -2,418 -21%
RCM
297
RNC Capital Management
California
$488K – – –
VCA
298
Verdence Capital Advisors
Maryland
$485K -$11.2M -208,166 -96%
DADC
299
D.A. Davidson & Co
Montana
$482K -$889K -16,591 -65%
DACG
300
Donor Advised Charitable Giving
California
$473K +$473K +8,817 New
10 11
12
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