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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 %
SC
376
Scotia Capital
Ontario, Canada
$249K -$17.3K -387 -7%
AA
377
Ancora Advisors
Ohio
$249K – – –
BAAM
378
Baker Avenue Asset Management
California
$243K -$7.51M -168,166 -97%
DC
379
Davenport & Co
Virginia
$243K -$115K -2,570 -32%
PWMAG
380
Pinnacle Wealth Management Advisory Group
New Jersey
$242K -$3.77M -84,275 -94%
AFP
381
Ausdal Financial Partners
Iowa
$241K – – –
CWA
382
Core Wealth Advisors
Florida
$238K +$202K +4,496 +555%
Rockefeller Capital Management
383
Rockefeller Capital Management
New York
$233K -$236K -5,286 -50%
MSAM
384
Moloney Securities Asset Management
Missouri
$233K -$674 -15 -0.3%
FIB
385
First Interstate Bank
Montana
$231K -$40.4K -902 -15%
BRWM
386
B. Riley Wealth Management
Tennessee
$229K – – –
VCM
387
Vivaldi Capital Management
Illinois
$225K -$198K -4,425 -47%
PP
388
PagnatoKarp Partners
Virginia
$221K -$429K -9,579 -66%
FA
389
FMA Advisory
Pennsylvania
$218K -$32.6K -728 -13%
AWA
390
Arete Wealth Advisors
Illinois
$213K +$213K +4,744 New
CBFP
391
Cedar Brook Financial Partners
Ohio
$211K -$110K -2,457 -34%
TNB
392
TCF National Bank
South Dakota
$209K – – –
PWM
393
Perigon Wealth Management
California
$209K +$50K +1,056 +31%
WS
394
Wedbush Securities
California
$206K -$98.9K -2,205 -32%
PFS
395
Prospera Financial Services
Texas
$206K -$40.2K -895 -16%
BPA
396
Beacon Pointe Advisors
California
$205K +$205K +4,593 New
CRC
397
Curi RMB Capital
Illinois
$204K +$8.47K +189 +4%
QCM
398
Quest Capital Management
Texas
$201K -$406K -9,038 -67%
SSB
399
Sandy Spring Bank
Maryland
$198K +$184K +4,111 +1,318%
VFA
400
Valeo Financial Advisors
Indiana
$174K +$5.33K +113 +3%
14 15
16
17 18