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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 %
CA
526
Crumly & Associates
Illinois
– -$2.24M -35,880 Closed
RIA
527
Regal Investment Advisors
Michigan
– -$2.21M -35,402 Closed
CT
528
Coastline Trust
Rhode Island
– -$2.18M -34,974 Closed
Betterment LLC
529
Betterment LLC
New York
– -$2.15M -34,589 Closed
SFI
530
SPC Financial Inc
Maryland
– -$2.08M -33,349 Closed
FEM
531
Fulcrum Equity Management
Texas
– -$1.91M -30,649 Closed
GJIC
532
Gamble Jones Investment Counsel
California
– -$1.45M -23,306 Closed
NEGWA
533
New England Guild Wealth Advisors
Connecticut
– -$1.36M -21,863 Closed
MFS
534
Madrona Financial Services
Washington
– -$1.32M -21,236 Closed
ST
535
Sentinel Trust
Texas
– -$1.2M -19,300 Closed
PWAG
536
Polaris Wealth Advisory Group
California
– -$1.06M -16,963 Closed
Citadel Advisors
537
Citadel Advisors
Florida
– -$939K -15,083 Closed
VCM
538
Verde Capital Management
Michigan
– -$933K -14,978 Closed
ACM
539
Armbruster Capital Management
New York
– -$929K -14,924 Closed
AIM
540
Alhambra Investment Management
Florida
– -$883K -14,175 Closed
NA
541
NewEdge Advisors
Louisiana
– -$850K -13,655 Closed
AI
542
Atria Investments
North Carolina
– -$739K -11,868 Closed
PEA
543
Pacific Edge Advisors
California
– -$720K -11,565 Closed
WA
544
WP Advisors
California
– -$708K -11,375 Closed
PC
545
Premise Capital
Illinois
– -$685K -10,994 Closed
JFGLC
546
Johnson Financial Group LLC (Colorado)
Colorado
– -$675K -10,839 Closed
TI
547
Truepoint Inc
Ohio
– -$650K -10,431 Closed
Koshinski Asset Management
548
Koshinski Asset Management
Illinois
– -$557K -8,995 Closed
BWA
549
Beam Wealth Advisors
Louisiana
– -$549K -8,819 Closed
KM
550
Kalos Management
Georgia
– -$541K -8,682 Closed
20 21
22
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