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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 %
APWM
401
Atlas Private Wealth Management
New York
$153K -$32.2K -601 -17%
TCOV
402
Trust Company of Vermont
Vermont
$151K +$109K +2,029 +260%
BAM
403
Barrett Asset Management
New York
$145K +$145K +2,700 New
CIR
404
Clear Investment Research
Georgia
$133K -$42.3K -789 -24%
SBL
405
Sargent Bickham Lagudis
Colorado
$132K -$2.78K -52 -2%
AF
406
Advisornet Financial
Minnesota
$128K -$59.1K -1,098 -32%
S
407
SignatureFD
Georgia
$121K +$108K +2,013 +815%
BWM
408
Baystate Wealth Management
Massachusetts
$119K +$1.18K +22 +1%
HFA
409
Hoover Financial Advisors
Pennsylvania
$113K +$113K +2,105 New
IA
410
IFP Advisors
Florida
$104K -$6.61K -123 -6%
Legal & General Group
411
Legal & General Group
United Kingdom
$100K -$36.6K -680 -27%
WT
412
Whittier Trust
California
$99K – – –
TC
413
Trust Company
Kansas
$94K – – –
SIAS
414
Shine Investment Advisory Services
Colorado
$87K -$720K -13,471 -89%
EC
415
Estate Counselors
Wisconsin
$79K +$79K +1,475 New
NPP
416
New Potomac Partners
Maryland
$78K -$6.46K -120 -8%
CAPTRUST Financial Advisors
417
CAPTRUST Financial Advisors
North Carolina
$76K -$67.2K -1,239 -47%
TWA
418
TCI Wealth Advisors
Arizona
$74K +$37K +692 +100%
HS
419
Horan Securities
United States
$73K -$21.2K -396 -23%
HFA
420
HC Financial Advisors
California
$73K – – –
DAM
421
Delta Asset Management
Tennessee
$68K – – –
AWM
422
Apollon Wealth Management
South Carolina
$66K +$66K +1,230 New
EARNEST Partners
423
EARNEST Partners
Georgia
$65K – – –
IBOK
424
Independence Bank of Kentucky
Kentucky
$58K – – –
PCIA
425
Prime Capital Investment Advisors
Kansas
$58K +$58K +1,078 New
15 16
17
18 19