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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Franklin Resources
26
Franklin Resources
California
$31.8M 564,490 +181,955 +48%
MWM
27
Modera Wealth Management
New Jersey
$30.2M 563,775 -4,099 -0.7%
AC
28
Allstate Corporation
Illinois
$30M 560,257 -847,497 -60%
RC
29
Rinet Company
Massachusetts
$28.5M 531,843 -149,103 -22%
Fifth Third Bancorp
30
Fifth Third Bancorp
Ohio
$28.4M 529,310 -28,106 -5%
BP
31
Ballentine Partners
Massachusetts
$25.3M 471,364 +21,924 +5%
BSW
32
Buckingham Strategic Wealth
Missouri
$24.8M 463,269 -27,826 -6%
PSUF
33
People's United Financial
Connecticut
$22.2M 413,501 +50,510 +14%
LPL Financial
34
LPL Financial
California
$21.6M 402,879 +18,061 +5%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$21.4M 398,923 -126,152 -24%
EH
36
Equitable Holdings
New York
$20.4M 380,876 +18,745 +5%
GLA
37
Great Lakes Advisors
Illinois
$20.4M 379,609 -190,891 -33%
Qube Research & Technologies (QRT)
38
Qube Research & Technologies (QRT)
United Kingdom
$20.3M 378,013 +358,038 +1,792%
AFA
39
American Financial Advisors
Georgia
$19.8M 354,680 +1,451 +0.4%
PL
40
Plancorp LLC
Missouri
$19.3M 360,636 -1,108 -0.3%
HighTower Advisors
41
HighTower Advisors
Illinois
$18.2M 339,889 -34,108 -9%
BAAM
42
Baker Avenue Asset Management
California
$18.1M 338,000 +332,559 +6,112%
UB
43
UMB Bank
Missouri
$17.6M 328,256 -62,903 -16%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$16.5M 304,762 +34,403 +13%
CS
45
Credit Suisse
Switzerland
$15.5M 288,846 +288,846 New
OCM
46
One Capital Management
California
$15.4M 286,994 -35,524 -11%
FSWA
47
Financial Synergies Wealth Advisors
Texas
$15.2M 283,050 +283,050 New
HHGA
48
Halbert Hargrove Global Advisors
California
$15.1M 282,094 +7,071 +3%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$14.7M 274,481 -37,525 -12%
US Bancorp
50
US Bancorp
Minnesota
$14.5M 270,796 -37,982 -12%
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