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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.

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 Market Value Shares Shares
Change 		Shares
Change %
MGIA
26
Moneta Group Investment Advisors
Missouri
$25.1M 560,785 -249,507 -31%
Fifth Third Bancorp
27
Fifth Third Bancorp
Ohio
$25M 557,416 +50,340 +10%
CG
28
Colony Group
Massachusetts
$23.7M 529,383 -38,516 -7%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$23.5M 525,075 +168,876 +47%
BSW
30
Buckingham Strategic Wealth
Missouri
$22M 491,095 +111,859 +29%
BP
31
Ballentine Partners
Massachusetts
$20.1M 449,440 +125,463 +39%
SWM
32
Southern Wealth Management
Texas
$19.9M 444,780 +180,584 +68%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$19.2M 427,384 +199,887 +88%
Northern Trust
34
Northern Trust
Illinois
$18.1M 404,086 +361,094 +840%
UB
35
UMB Bank
Missouri
$17.5M 391,159 -14,185 -3%
WSFS
36
Wilmington Savings Fund Society
Delaware
$17.4M 387,084 +7,633 +2%
LPL Financial
37
LPL Financial
California
$17.3M 384,818 -59,357 -13%
Franklin Resources
38
Franklin Resources
California
$17.1M 382,535 -235,870 -38%
AFA
39
American Financial Advisors
Georgia
$17M 353,229 -58,102 -14%
HighTower Advisors
40
HighTower Advisors
Illinois
$16.7M 373,997 +100,225 +37%
PSUF
41
People's United Financial
Connecticut
$16.3M 362,991 +251,977 +227%
EH
42
Equitable Holdings
New York
$16.2M 362,131 +62,577 +21%
PL
43
Plancorp LLC
Missouri
$16.2M 361,744 +39,919 +12%
State of Wisconsin Investment Board
44
State of Wisconsin Investment Board
Wisconsin
$15.5M 344,700 +344,700 New
MWM
45
Mission Wealth Management
California
$15.3M 340,285 -171,937 -34%
Mackenzie Financial
46
Mackenzie Financial
Ontario, Canada
$15.2M 338,253 -35,947 -10%
EIA
47
Edgemoor Investment Advisors
Maryland
$14.8M 329,936 -8,615 -3%
OCM
48
One Capital Management
California
$14.5M 322,518 +16,960 +6%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$14M 312,006 +3,641 +1%
Brown Advisory
50
Brown Advisory
Maryland
$14M 311,718 -617 -0.2%
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