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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
GWMIA
501
Global Wealth Management Investment Advisory
Florida
$2K -$227 -5 -10%
TAM
502
Townsend Asset Management
North Carolina
$2K – – –
DOA
503
D'Orazio & Associates
Virginia
$2K – – –
IAS
504
IMA Advisory Services
Colorado
$2K – – –
AIA
505
Armor Investment Advisors
North Carolina
$1K – – –
BW
506
Bison Wealth
Georgia
$1K – – –
BC
507
Barnett & Company
Tennessee
$1K – – –
CB
508
Community Bank
New York
$1K – – –
GG
509
Gleason Group
Kentucky
$1K – – –
HGWM
510
Harvest Group Wealth Management
Massachusetts
$1K – – –
FCAS
511
First Command Advisory Services
Texas
$1K +$625 +20 +167%
WQ
512
Wealth Quarterback
New Jersey
$538 – – –
NL
513
NWAM LLC
Washington
$250 +$9 +205 +4%
PAMU
514
Pictet Asset Management (UK)
United Kingdom
– -$14.4M -232,000 Closed
HL
515
Harding Loevner
New Jersey
– -$6.56M -105,279 Closed
VWM
516
Venturi Wealth Management
Texas
– -$6.24M -100,179 Closed
MAP
517
Moody Aldrich Partners
Massachusetts
– -$5.05M -81,000 Closed
SL
518
Systelligence LLC
Minnesota
– -$5.01M -80,472 Closed
LFS
519
Lutz Financial Services
Nebraska
– -$4.47M -71,728 Closed
1832 Asset Management
520
1832 Asset Management
Ontario, Canada
– -$4.45M -71,370 Closed
PA
521
Parkside Advisors
California
– -$4.04M -64,910 Closed
AllianceBernstein
522
AllianceBernstein
Tennessee
– -$2.74M -44,030 Closed
GCA
523
Greenwood Capital Associates
South Carolina
– -$2.66M -42,730 Closed
LBD
524
Landsberg Bennett & Dubbaneh
Florida
– -$2.61M -42,197 Closed
MWM
525
Maltin Wealth Management
New Jersey
– -$2.36M -37,852 Closed
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