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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
WIM
501
Westside Investment Management
California
$2 +$2 +41 New
State of Wisconsin Investment Board
502
State of Wisconsin Investment Board
Wisconsin
– -$15.5M -344,700 Closed
Jane Street
503
Jane Street
New York
– -$10.6M -235,894 Closed
BWA
504
BDO Wealth Advisors
Florida
– -$7.83M -174,590 Closed
Russell Investments Group
505
Russell Investments Group
United Kingdom
– -$5.8M -129,488 Closed
OMC
506
Old Mission Capital
Illinois
– -$4.68M -104,311 Closed
Susquehanna International Group
507
Susquehanna International Group
Pennsylvania
– -$4.09M -91,255 Closed
SIC
508
Starr International Company
Switzerland
– -$3.87M -86,350 Closed
MAM
509
Madison Asset Management
Wisconsin
– -$3.6M -80,397 Closed
HCM
510
HM Capital Management
Missouri
– -$2.56M -57,007 Closed
MIAS
511
Mason Investment Advisory Services
Virginia
– -$1.5M -33,371 Closed
BHWA
512
Beacon Harbor Wealth Advisors
Virginia
– -$1.49M -33,227 Closed
OBWP
513
O'Brien Wealth Partners
Massachusetts
– -$1.22M -28,023 Closed
Marshall Wace
514
Marshall Wace
United Kingdom
– -$1.17M -25,989 Closed
DS
515
DRW Securities
Illinois
– -$1.15M -25,750 Closed
TI
516
Trexquant Investment
Connecticut
– -$989K -22,064 Closed
MFG
517
Merit Financial Group
Georgia
– -$887K -19,782 Closed
CTA
518
Chesley Taft & Associates
Illinois
– -$870K -19,416 Closed
Fiera Capital (Canada)
519
Fiera Capital (Canada)
Quebec, Canada
– -$773K -17,250 Closed
Verition Fund Management
520
Verition Fund Management
Connecticut
– -$668K -14,908 Closed
FNC
521
First National Corp
Massachusetts
– -$774K -12,260 Closed
PPA
522
Parametric Portfolio Associates
Washington
– -$522K -11,654 Closed
PCM
523
Pointe Capital Management
Michigan
– -$5.01M -11,371 Closed
PTB
524
Pioneer Trust Bank
Oregon
– -$488K -10,885 Closed
B
525
Bridgeworth
Alabama
– -$462K -10,317 Closed
19 20
21
22 23