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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

570 hedge funds and large institutions have $7.4B invested in iShares MSCI EAFE Small-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 211 increasing their positions, 187 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
570
Holders Change
+64
Holders Change %
+12.65%
% of All Funds
10.11%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.62%
New
108
Increased
211
Reduced
187
Closed
34
Calls
–
Puts
$3.58M
Net Calls
-$3.58M
Net Calls Change
-$2.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$176M
2
TF
TIAA FSB
Florida
+$88.7M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$81.6M
4
Citigroup
Citigroup
New York
+$17.4M
5
Goldman Sachs
Goldman Sachs
New York
+$12.9M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$213M
2
BlackRock
BlackRock
New York
-$68.9M
3
AC
Allstate Corporation
Illinois
-$25.6M
4
Jane Street
Jane Street
New York
-$23.6M
5
Franklin Resources
Franklin Resources
California
-$20.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFN
426
Focus Financial Network
Minnesota
$257K +$3.83K +56 +2%
SMC
427
Smith, Moore & Co
Missouri
$256K – – –
WI
428
WrapManager Inc
California
$256K +$5.34K +78 +2%
MC
429
Matisse Capital
Oregon
$252K – – –
LL
430
LPWM LLC
Minnesota
$252K +$9.63K +141 +4%
KM
431
Kalos Management
Georgia
$250K -$711 -10 -0.3%
GWS
432
Glassman Wealth Services
Virginia
$248K – – –
EIA
433
Edgemoor Investment Advisors
Maryland
$244K -$58K -850 -19%
SWA
434
Stratos Wealth Advisors
Ohio
$239K +$239K +3,496 New
HSA
435
HBK Sorce Advisory
Pennsylvania
$238K -$304K -4,447 -56%
LFF
436
Level Four Financial
Texas
$234K +$234K +3,419 New
IWP
437
Icon Wealth Partners
Texas
$230K +$230K +3,362 New
B
438
Bridgeworth
Alabama
$228K +$228K +3,340 New
OIA
439
OneDigital Investment Advisors
Kansas
$226K -$17.5K -256 -7%
MAM
440
Madison Asset Management
Wisconsin
$225K +$225K +3,298 New
OPWM
441
Oakwell Private Wealth Management
Texas
$221K +$221K +3,240 New
BOS
442
Bingham Osborn & Scarborough
California
$220K -$19.5K -285 -8%
SF
443
Synovus Financial
Georgia
$219K +$219K +3,180 New
CCM
444
Colorado Capital Management
Colorado
$217K +$217K +3,172 New
CSPIA
445
Cary Street Partners Investment Advisory
Virginia
$210K +$158K +2,310 +305%
EPWM
446
Essex Private Wealth Management
Massachusetts
$210K +$210K +3,074 New
TNB
447
TCF National Bank
South Dakota
$209K +$209K +3,065 New
CFG
448
Cooper Financial Group
California
$205K +$205K +2,996 New
WCM
449
Weik Capital Management
Pennsylvania
$205K +$205K +3,000 New
YIA
450
YHB Investment Advisors
Connecticut
$205K +$205K +3,005 New
16 17
18
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