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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

506 hedge funds and large institutions have $6.32B invested in iShares MSCI EAFE Small-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 143 increasing their positions, 230 reducing their positions, and 38 closing their positions.

Holders
506
Holders Change
+5
Holders Change %
+1%
% of All Funds
10.24%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.67%
New
49
Increased
143
Reduced
230
Closed
38
Calls
$289K
Puts
$1.67M
Net Calls
-$1.38M
Net Calls Change
+$12.3M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$692M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$289M
3
Jane Street
3
Jane Street
New York
$51.1M
4
HHGA
4
Halbert Hargrove Global Advisors
California
$36.4M
5
Franklin Resources
5
Franklin Resources
California
$52.5M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$544M
2
Truist Financial
2
Truist Financial
North Carolina
$113M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$7.01M
4
CS
4
Credit Suisse
Switzerland
$3.8M
5
UBS Group
5
UBS Group
Switzerland
$66.9M
Name Market Value Shares Shares
Change 		Shares
Change %
SS
26
Simplicity Solutions
Minnesota
$40.4M 685,640 -25,044 -4%
HHGA
27
Halbert Hargrove Global Advisors
California
$36.4M 617,660 +335,566 +119%
AWM
28
AE Wealth Management
Kansas
$35.9M 609,360 -27,046 -4%
MWM
29
Modera Wealth Management
New Jersey
$35.3M 598,918 +35,143 +6%
AC
30
Allstate Corporation
Illinois
$33.1M 561,257 +1,000 +0.2%
RC
31
Rinet Company
Massachusetts
$30.5M 516,571 -15,272 -3%
Fifth Third Bancorp
32
Fifth Third Bancorp
Ohio
$30.3M 514,052 -15,258 -3%
BP
33
Ballentine Partners
Massachusetts
$27.8M 471,071 -293 -0.1%
BSW
34
Buckingham Strategic Wealth
Missouri
$24.8M 421,058 -42,211 -9%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$24.8M 420,256 +21,333 +5%
GLA
36
Great Lakes Advisors
Illinois
$23M 389,769 +10,160 +3%
PSUF
37
People's United Financial
Connecticut
$22.2M 376,522 -36,979 -9%
BAAM
38
Baker Avenue Asset Management
California
$21.3M 361,314 +23,314 +7%
Wellington Management Group
39
Wellington Management Group
Massachusetts
$20.6M 350,008 +222,342 +174%
HighTower Advisors
40
HighTower Advisors
Illinois
$20.1M 340,511 +622 +0.2%
EH
41
Equitable Holdings
New York
$20.1M 340,087 -40,789 -11%
AFA
42
American Financial Advisors
Georgia
$20M 339,308 -15,372 -4%
LPL Financial
43
LPL Financial
California
$19.1M 323,859 -79,020 -20%
PL
44
Plancorp LLC
Missouri
$18.8M 318,337 -42,299 -12%
Nuveen Asset Management
45
Nuveen Asset Management
Illinois
$17.7M 300,551 +281,751 +1,499%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$17.7M 295,259 -9,503 -3%
OCM
47
One Capital Management
California
$17.6M 299,152 +12,158 +4%
UB
48
UMB Bank
Missouri
$17.6M 328,256 – –
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$17M 287,344 +12,863 +5%
US Bancorp
50
US Bancorp
Minnesota
$15.5M 263,097 -7,699 -3%
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