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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.

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 %
WAM
551
Wealthspire Advisors (Maryland)
Maryland
– -$529K -8,501 Closed
NWM
552
Northwest Wealth Management
Iowa
– -$517K -8,308 Closed
DIP
553
DT Investment Partners
Pennsylvania
– -$511K -8,208 Closed
KWM
554
Kingsview Wealth Management
Oregon
– -$496K -7,961 Closed
WCWM
555
Willow Creek Wealth Management
California
– -$469K -7,537 Closed
NA
556
Navellier & Associates
Nevada
– -$459K -7,372 Closed
CMO
557
Covenant Multifamily Offices
Texas
– -$634K -7,327 Closed
WI
558
WrapManager Inc
California
– -$438K -7,033 Closed
FAT
559
First American Trust
California
– -$435K -6,984 Closed
MFGP
560
Marshall Financial Group (Pennsylvania)
Pennsylvania
– -$414K -6,649 Closed
MFG
561
MidWestOne Financial Group
Iowa
– -$402K -6,462 Closed
EC
562
Estate Counselors
Wisconsin
– -$383K -6,150 Closed
T
563
TrueFG
Texas
– -$374K -6,013 Closed
ECM
564
Evergreen Capital Management
Washington
– -$371K -5,964 Closed
SHWM
565
Smith & Howard Wealth Management
Georgia
– -$362K -5,816 Closed
CA
566
Cornerstone Advisory
Maryland
– -$355K -5,703 Closed
SFO
567
Stokes Family Office
Louisiana
– -$343K -5,500 Closed
TCM
568
Traynor Capital Management
Pennsylvania
– -$320K -5,150 Closed
AC
569
Avestar Capital
New York
– -$313K -5,028 Closed
DAS
570
Dynamic Advisor Solutions
Arizona
– -$299K -4,807 Closed
EA
571
Evergreen Advisors
Tennessee
– -$296K -4,759 Closed
RSWM
572
Robertson Stephens Wealth Management
California
– -$296K -4,756 Closed
GAB
573
German American Bancorp
Indiana
– -$293K -4,700 Closed
PI
574
Parkside Investments
Illinois
– -$284K -4,565 Closed
EWM
575
Evercore Wealth Management
New York
– -$280K -4,499 Closed
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