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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 %
PA
301
Parallel Advisors
California
$469K -$142K -2,651 -23%
FHA
302
First Horizon Advisors
Tennessee
$466K – – –
WFA
303
Wellspring Financial Advisors
Ohio
$463K -$96K -1,790 -17%
SB
304
Strategic Blueprint
Georgia
$462K -$382K -7,135 -45%
RFC
305
Regions Financial Corp
Alabama
$453K +$70.3K +1,310 +18%
MFT
306
Moisand Fitzgerald Tamayo
Florida
$451K -$24.6K -458 -5%
VIM
307
Vista Investment Management
Pennsylvania
$449K -$12.4K -231 -3%
LC
308
Lavaca Capital
Texas
$449K +$449K +8,383 New
ACS
309
Archford Capital Strategies
Illinois
$448K -$205K -3,822 -31%
SRC
310
Sage Rhino Capital
California
$444K – – –
American Century Companies
311
American Century Companies
Missouri
$443K -$59.9K -1,119 -12%
WCM
312
Wealthcare Capital Management
Virginia
$438K +$42.7K +797 +11%
ECG
313
Edge Capital Group
Georgia
$435K -$27.9K -521 -6%
FIB
314
First Interstate Bank
Montana
$425K +$148K +2,766 +54%
AOWM
315
Alpha Omega Wealth Management
Virginia
$412K -$132K -2,467 -24%
Rockefeller Capital Management
316
Rockefeller Capital Management
New York
$410K +$131K +2,435 +47%
Carson Wealth (CWM LLC)
317
Carson Wealth (CWM LLC)
Nebraska
$402K – – –
9WM
318
9258 Wealth Management
Ohio
$399K +$2.25K +42 +0.6%
CA
319
Cumberland Advisors
Florida
$396K -$16.1K -300 -4%
LF
320
Lee Financial
Texas
$394K -$126K -2,351 -24%
SBH
321
Segall Bryant & Hamill
Illinois
$382K -$29.2K -547 -7%
BUB
322
BBVA USA Bancshares
Texas
$377K -$152K -2,836 -29%
PWMAG
323
Pinnacle Wealth Management Advisory Group
New Jersey
$377K +$86.9K +1,620 +30%
HIA
324
Harbor Investment Advisory
Maryland
$371K -$53.5K -999 -13%
PGFC
325
Peapack-Gladstone Financial Corp
New Jersey
$362K -$5.84K -109 -2%
11 12
13
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