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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 %
ECG
326
Edge Capital Group
Georgia
$387K -$1.25M -27,817 -76%
VIM
327
Vista Investment Management
Pennsylvania
$386K -$126K -2,815 -25%
FA
328
FCG Advisors
New Jersey
$381K -$2.02M -44,966 -84%
KCPG
329
Kavar Capital Partners Group
Kansas
$378K -$40.4K -901 -10%
CFD
330
Creative Financial Designs
Indiana
$375K -$477K -10,658 -56%
SRC
331
Sage Rhino Capital
California
$371K +$371K +8,282 New
V
332
Veritable
Delaware
$370K +$132K +2,937 +55%
9WM
333
9258 Wealth Management
Ohio
$355K -$165K -3,434 -32%
HIA
334
Harbor Investment Advisory
Maryland
$355K +$118K +2,630 +50%
SWM
335
SVA Wealth Management
Wisconsin
$353K -$15.7K -350 -4%
SBH
336
Segall Bryant & Hamill
Illinois
$345K -$304K -6,777 -47%
CA
337
Cumberland Advisors
Florida
$345K -$41.3K -920 -11%
ML
338
McAdam LLC
Pennsylvania
$343K +$343K +7,662 New
WCM
339
Wealthcare Capital Management
Virginia
$330K +$26.8K +598 +9%
FWM
340
Frontier Wealth Management
Missouri
$330K +$90K +2,008 +38%
AWM
341
Aries Wealth Management
Maine
$329K -$7.61K -175 -2%
CAMG
342
CWA Asset Management Group
Florida
$329K +$329K +7,337 New
RFC
343
Regions Financial Corp
Alabama
$319K +$127K +2,836 +66%
CA
344
Clearstead Advisors
Ohio
$319K +$319K +7,122 New
FCFC
345
First Commonwealth Financial Corp
Pennsylvania
$318K +$717 +16 +0.2%
SFG
346
StrategIQ Financial Group
Indiana
$310K -$91.8K -2,050 -23%
HSA
347
HBK Sorce Advisory
Pennsylvania
$309K -$198K -4,426 -39%
MBT
348
Montecito Bank & Trust
California
$308K -$259K -5,782 -46%
PGFC
349
Peapack-Gladstone Financial Corp
New Jersey
$308K – – –
FWP
350
FAS Wealth Partners
Kansas
$301K -$6.75M -150,342 -96%
12 13
14
15 16