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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 %
WPP
326
Whalerock Point Partners
Rhode Island
$359K – – –
WTB
327
Washington Trust Bank
Washington
$356K -$228K -4,245 -39%
KPWG
328
KFA Private Wealth Group
Virginia
$355K -$155K -2,880 -30%
SFS
329
Summit Financial Strategies
Ohio
$355K +$4.88K +91 +1%
MBT
330
Montecito Bank & Trust
California
$352K -$17.5K -325 -5%
TCM
331
Tufton Capital Management
Maryland
$351K +$10.8K +201 +3%
PFM
332
Peak Financial Management
Massachusetts
$348K -$129K -2,404 -27%
KCPG
333
Kavar Capital Partners Group
Kansas
$347K -$106K -1,968 -23%
CA
334
Clearstead Advisors
Ohio
$342K -$40.2K -749 -11%
SI
335
Stephens Inc
Arkansas
$334K +$9.87K +184 +3%
LNC
336
Lincoln National Corp
Pennsylvania
$334K +$18.4K +343 +6%
Cerity Partners
337
Cerity Partners
New York
$333K -$701K -13,070 -68%
HL
338
HeadInvest LLC
Maine
$328K -$27.6K -515 -8%
BFEC
339
Benjamin F. Edwards & Company
Missouri
$323K +$11.3K +210 +4%
RJT
340
Raymond James Trust
Florida
$322K -$37.2K -693 -10%
CMP
341
Courage Miller Partners
Virginia
$322K +$429 +8 +0.1%
CA
342
Cetera Advisors
Colorado
$321K -$27.7K -516 -8%
CCA
343
Cobblestone Capital Advisors
New York
$321K – – –
AWM
344
AllSquare Wealth Management
New York
$320K +$153K +2,858 +92%
FA
345
FCG Advisors
New Jersey
$318K -$137K -2,564 -30%
NB
346
Nicolet Bankshares
Wisconsin
$310K -$19.6K -365 -6%
PAS
347
Park Avenue Securities
New York
$309K +$309K +5,757 New
LW
348
Linscomb Wealth
Texas
$304K -$1.24M -23,067 -80%
FWP
349
FAS Wealth Partners
Kansas
$300K -$60.2K -1,121 -17%
FC
350
Financial Consulate
Maryland
$300K -$24.8K -461 -8%
12 13
14
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