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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
1
Jones Financial Companies
Missouri
$685M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$427M
3
FMWA
3
Forvis Mazars Wealth Advisors
Missouri
$35.4M
4
TF
4
TIAA FSB
Florida
$649M
5
BlackRock
5
BlackRock
New York
$170M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$10.2M
2
AC
2
Allstate Corporation
Illinois
$63.1M
3
Creative Planning
3
Creative Planning
Kansas
$213M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$180M
5
UCFA
5
United Capital Financial Advisors
Texas
$2.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCWM
301
Wooster Corthell Wealth Management
Connecticut
$487K -$954K -21,288 -66%
A
302
AdvicePeriod
California
$477K -$140K -3,122 -23%
Cetera Investment Advisers
303
Cetera Investment Advisers
Illinois
$477K +$14.6K +1,354 +3%
DWM
304
Dakota Wealth Management
Florida
$476K -$88.4K -1,972 -16%
WFA
305
Wellspring Financial Advisors
Ohio
$467K +$467K +10,426 New
CRCP
306
Copper Rock Capital Partners
Massachusetts
$464K – – –
B
307
Bridgeworth
Alabama
$462K +$462K +10,317 New
MCM
308
Manchester Capital Management
Vermont
$459K – – –
PA
309
Pinnacle Associates
New York
$457K -$14M -312,583 -97%
AOWM
310
Alpha Omega Wealth Management
Virginia
$455K +$80.4K +1,792 +21%
TFA
311
TPG Financial Advisors
Oregon
$454K +$163K +3,634 +56%
BUB
312
BBVA USA Bancshares
Texas
$442K +$163K +3,635 +58%
LF
313
Lee Financial
Texas
$435K -$47.8K -1,066 -10%
SLT
314
St Louis Trust
Missouri
$434K – – –
PP
315
Prudential plc
United Kingdom
$429K -$8.96K -200 -2%
KPWG
316
KFA Private Wealth Group
Virginia
$426K +$42.1K +937 +11%
American Century Companies
317
American Century Companies
Missouri
$421K +$421K +9,389 New
CWA
318
Capital Wealth Alliance
Arizona
$417K +$82.7K +1,847 +25%
RCM
319
RNC Capital Management
California
$408K – – –
Carson Wealth (CWM LLC)
320
Carson Wealth (CWM LLC)
Nebraska
$402K – – –
PFM
321
Peak Financial Management
Massachusetts
$399K -$10.9K -244 -3%
VC
322
Vicus Capital
Pennsylvania
$398K -$33K -736 -8%
MFT
323
Moisand Fitzgerald Tamayo
Florida
$397K -$74.3K -1,659 -16%
SWPG
324
Strategic Wealth Partners Group
Illinois
$394K – – –
FHA
325
First Horizon Advisors
Tennessee
$390K -$146K -3,264 -27%
11 12
13
14 15