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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 %
DWM
301
Dakota Wealth Management
Florida
$518K -$62.8K -1,065 -11%
FVWA
302
Foster Victor Wealth Advisors
South Carolina
$517K -$177K -3,005 -26%
FEM
303
Fulcrum Equity Management
Texas
$514K -$987K -16,741 -66%
VIM
304
Vista Investment Management
Pennsylvania
$507K +$13.3K +225 +3%
SB
305
Strategic Blueprint
Georgia
$503K -$5.49K -93 -1%
PA
306
Pinnacle Associates
New York
$499K -$191K -3,245 -28%
FHA
307
First Horizon Advisors
Tennessee
$498K -$15K -254 -3%
SRC
308
Sage Rhino Capital
California
$487K -$1.89K -32 -0.4%
MFT
309
Moisand Fitzgerald Tamayo
Florida
$475K -$21.1K -357 -4%
HSA
310
HBK Sorce Advisory
Pennsylvania
$468K -$390K -6,613 -45%
WFA
311
Wellspring Financial Advisors
Ohio
$458K -$51.9K -879 -10%
IAN
312
Integrated Advisors Network
Texas
$454K +$454K +7,695 New
KeyBank National Association
313
KeyBank National Association
Ohio
$454K +$454K +7,703 New
AOWM
314
Alpha Omega Wealth Management
Virginia
$452K -$413 -7 -0.1%
PFGIA
315
Patriot Financial Group Insurance Agency
Massachusetts
$442K +$196K +3,325 +80%
AFP
316
Ausdal Financial Partners
Iowa
$438K +$138K +2,338 +46%
SBH
317
Segall Bryant & Hamill
Illinois
$418K -$4.14K -70 -1%
9WM
318
9258 Wealth Management
Ohio
$415K -$8.94K -157 -2%
Carson Wealth (CWM LLC)
319
Carson Wealth (CWM LLC)
Nebraska
$402K – – –
PGFC
320
Peapack-Gladstone Financial Corp
New Jersey
$399K – – –
WPP
321
Whalerock Point Partners
Rhode Island
$395K -$6.31M -6,305 -94%
BUB
322
BBVA USA Bancshares
Texas
$392K -$11.6K -202 -3%
RJT
323
Raymond James Trust
Florida
$392K +$38K +644 +11%
HIA
324
Harbor Investment Advisory
Maryland
$391K -$17.6K -299 -4%
SFS
325
Summit Financial Strategies
Ohio
$391K +$1K +17 +0.3%
11 12
13
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