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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 %
SWA
551
Stratos Wealth Advisors
Ohio
– -$38K -856 Closed
GI
552
Gradient Investments
Minnesota
– -$38K -837 Closed
QAM
553
QCI Asset Management
New York
– -$34K -768 Closed
HI
554
Hudock Inc
Pennsylvania
– -$32K -714 Closed
TFA
555
Toth Financial Advisory
Virginia
– -$31K -695 Closed
RP
556
Rice Partnership
Hawaii
– -$27K -600 Closed
CIAS
557
Capital Investment Advisory Services
North Carolina
– -$22K -500 Closed
CBT
558
Capital Bank & Trust
California
– -$20K -450 Closed
FANJ
559
Financial Architects (New Jersey)
New Jersey
– -$16K -361 Closed
CAN
560
Claraphi Advisory Network
United States
– -$15K -343 Closed
MA
561
MCF Advisors
Kentucky
– -$13K -292 Closed
FA
562
Fortis Advisors
Pennsylvania
– -$11K -245 Closed
MCM
563
McMillion Capital Management
North Carolina
– -$7K -150 Closed
NSIM
564
North Star Investment Management
Illinois
– -$5K -122 Closed
FDCDDQ
565
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$5.02K -112 Closed
EWM
566
EPG Wealth Management
Georgia
– -$4K -99 Closed
AAP
567
Arax Advisory Partners
Colorado
– -$3K -75 Closed
FMII
568
Farmers & Merchants Investments Inc
Nebraska
– -$3K -65 Closed
AT
569
Arden Trust
Delaware
– -$3K -62 Closed
SCA
570
Stonebridge Capital Advisors
Minnesota
– -$2K -55 Closed
DOA
571
D'Orazio & Associates
Virginia
– -$2K -35 Closed
FCAS
572
First Command Advisory Services
Texas
– -$1K -32 Closed
BC
573
Barnett & Company
Tennessee
– -$1K -25 Closed
WQ
574
Wealth Quarterback
New Jersey
– -$538 -12 Closed
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