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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
BBHC
476
Brown Brothers Harriman & Co
New York
$7K – – –
TF
477
TimeScale Financial
Massachusetts
$7K – – –
SIM
478
Sonora Investment Management
Arizona
$7K – – –
DSC
479
Duncker Streett & Co
Missouri
$6K – – –
TFO
480
Tarbox Family Office
California
$6K – – –
GTAM
481
Global Trust Asset Management
Florida
$6K – – –
NFSG
482
Newbridge Financial Services Group
Florida
$6K +$6K +94 New
MAWCM
483
Mine & Arao Wealth Creation & Management
California
$5K – – –
FFA
484
Founders Financial Alliance
North Carolina
$5K +$5K +101 New
FHC
485
First Horizon Corporation
Tennessee
$5K +$5K +101 New
CAM
486
ClariVest Asset Management
California
$4K -$3.39K -56 -46%
PFO
487
Pathstone Family Office
New Jersey
$4K – – –
CWM
488
Cedar Wealth Management
California
$4K – – –
KCM
489
Kathmere Capital Management
Pennsylvania
$4K +$4K +73 New
Millennium Management
490
Millennium Management
New York
$3.04K +$3.04K +51,577 New
GWMIA
491
Global Wealth Management Investment Advisory
Florida
$3K – – –
CFFP
492
Center for Financial Planning
Michigan
$3K – – –
ANBT
493
American National Bank & Trust
Texas
$3K +$3K +44 New
IAS
494
IMA Advisory Services
Colorado
$2K -$500 -7 -20%
HNB
495
Huntington National Bank
Ohio
$2K -$27K – –
TAM
496
Townsend Asset Management
North Carolina
$2K – – –
JFA
497
JNBA Financial Advisors
Minnesota
$2K – – –
First Manhattan
498
First Manhattan
New York
$2K +$2K +44 New
BFG
499
Baron Financial Group
New Jersey
$1K +$1K +17 New
HGWM
500
Harvest Group Wealth Management
Massachusetts
$1K -$1.27K -14 -56%
18 19
20
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