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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
1
Bank of America
North Carolina
$264M
2
RBA
2
Richard Bernstein Advisors
New York
$65.6M
3
Ameriprise
3
Ameriprise
Minnesota
$56.3M
4
Northern Trust
4
Northern Trust
Illinois
$52M
5
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$63.6M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$574M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$384M
3
Truist Financial
3
Truist Financial
North Carolina
$121M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$138M
5
AC
5
Allstate Corporation
Illinois
$30M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
351
IFG Advisors
Missouri
$300K -$16.7K -312 -5%
AA
352
Ancora Advisors
Ohio
$297K – – –
VCM
353
Vivaldi Capital Management
Illinois
$297K +$3.45K +59 +1%
SWM
354
SVA Wealth Management
Wisconsin
$293K -$129K -2,409 -31%
TNB
355
TCF National Bank
South Dakota
$293K +$25K +435 +9%
EIA
356
Edgemoor Investment Advisors
Maryland
$290K -$17.4M -324,522 -98%
TL
357
TrueWealth LLC
Georgia
$286K -$1.19M -22,273 -81%
MCM
358
Manchester Capital Management
Vermont
$286K -$262K -4,900 -48%
A
359
AdvicePeriod
California
$285K -$287K -5,340 -50%
BFG
360
Barber Financial Group
Kansas
$284K -$34.2K -638 -11%
IWS
361
Insight Wealth Strategies
California
$282K -$1.17M -21,747 -81%
MSAM
362
Moloney Securities Asset Management
Missouri
$281K +$2.52K +47 +0.9%
PWM
363
Perigon Wealth Management
California
$281K +$43.9K +818 +19%
NL
364
NWAM LLC
Washington
$275K -$24.1K -448 -8%
AFP
365
Ausdal Financial Partners
Iowa
$273K -$3.16K -59 -1%
FWM
366
Frontier Wealth Management
Missouri
$269K -$126K -2,352 -32%
WAM
367
Wealthspire Advisors (Maryland)
Maryland
$264K +$264K +4,928 New
HIS
368
Horizon Investment Services
Indiana
$261K +$261K +4,861 New
MNBTD
369
Moody National Bank Trust Division
Texas
$259K +$259K +4,835 New
CB
370
Commerce Bank
Missouri
$253K -$91.3K -1,700 -27%
CST
371
Charles Schwab Trust
Nevada
$252K +$252K +4,657 New
IWA
372
Independence Wealth Advisors
Virginia
$249K -$885K -16,537 -78%
DC
373
Davenport & Co
Virginia
$249K -$41.3K -770 -14%
WS
374
Wedbush Securities
California
$241K -$5.14K -96 -2%
BFA
375
Beaumont Financial Advisors
Massachusetts
$236K -$113K -2,108 -32%
13 14
15
16 17