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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 %
LF
351
Lee Financial
Texas
$316K -$117K -1,981 -27%
MCM
352
Manchester Capital Management
Vermont
$315K – – –
IWS
353
Insight Wealth Strategies
California
$309K -$648 -11 -0.2%
VCM
354
Vivaldi Capital Management
Illinois
$305K -$15.4K -245 -5%
AWA
355
Arete Wealth Advisors
Illinois
$303K +$51.8K +873 +21%
HIS
356
Horizon Investment Services
Indiana
$299K +$12.7K +215 +4%
BFG
357
Barber Financial Group
Kansas
$297K -$14.9K -253 -5%
WS
358
Wedbush Securities
California
$291K +$25.9K +440 +10%
PAS
359
Park Avenue Securities
New York
$288K -$51.3K -870 -15%
FWP
360
FAS Wealth Partners
Kansas
$282K -$47.7K -808 -14%
BFA
361
Beaumont Financial Advisors
Massachusetts
$280K +$20.4K +345 +8%
FWM
362
Frontier Wealth Management
Missouri
$279K -$16.1K -273 -5%
KAS
363
Kestra Advisory Services
Texas
$278K +$278K +75 New
CST
364
Charles Schwab Trust
Nevada
$277K +$2.42K +41 +0.9%
IRC
365
Investors Research Corp
Georgia
$266K +$266K +4,513 New
MNBTD
366
Moody National Bank Trust Division
Texas
$263K -$21.7K -369 -8%
EIA
367
Edgemoor Investment Advisors
Maryland
$261K -$58.3K -989 -18%
Charles Schwab
368
Charles Schwab
California
$261K +$261K +4,430 New
FA
369
FMA Advisory
Pennsylvania
$260K – – –
DC
370
Davenport & Co
Virginia
$259K -$14.7K -250 -5%
CRC
371
Curi RMB Capital
Illinois
$257K – – –
SCM
372
Stonehearth Capital Management
Massachusetts
$257K +$40.4K +684 +19%
IA
373
IFG Advisory
Georgia
$256K -$589 -10 -0.2%
CBFP
374
Cedar Brook Financial Partners
Ohio
$256K +$6.84K +116 +3%
CB
375
Commerce Bank
Missouri
$251K -$26.8K -454 -10%
13 14
15
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