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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 Market Value Shares Shares
Change 		Shares
Change %
EWM
576
Evercore Wealth Management
New York
– – -4,499 Closed
LFPWM
577
Leicht Financial Planning & Wealth Management
New Jersey
– – -4,442 Closed
CAG
578
Csenge Advisory Group
Florida
– – -4,394 Closed
FNT
579
First National Trust
Pennsylvania
– – -4,394 Closed
IIC
580
Integrated Investment Consultants
Michigan
– – -4,247 Closed
GIA
581
Gladstone Institutional Advisory
Florida
– – -4,237 Closed
JWCA
582
J.W. Cole Advisors
Florida
– – -4,203 Closed
SMC
583
Smith, Moore & Co
Missouri
– – -4,187 Closed
NCM
584
Next Capital Management
New York
– – -4,142 Closed
DPI
585
Diversified Portfolios Inc
Michigan
– – -4,095 Closed
MI
586
Moneywise Inc
Virginia
– – -4,066 Closed
FAAM
587
First Ascent Asset Management
Colorado
– – -4,046 Closed
BOS
588
Bingham Osborn & Scarborough
California
– – -3,948 Closed
BAC
589
Boys Arnold & Co
North Carolina
– – -3,824 Closed
PA
590
PFG Advisors
Arizona
– – -3,795 Closed
IAN
591
Integrated Advisors Network
Texas
– – -3,786 Closed
CST
592
Charles Schwab Trust
Nevada
– – -3,749 Closed
FIM
593
Frontier Investment Management
Texas
– – -3,740 Closed
CCM
594
Colorado Capital Management
Colorado
– – -3,716 Closed
MC
595
Matisse Capital
Oregon
– – -3,700 Closed
SCM
596
Stonehearth Capital Management
Massachusetts
– – -3,634 Closed
SIC
597
Samalin Investment Counsel
New York
– – -3,614 Closed
PWS
598
Peloton Wealth Strategists
Indiana
– – -3,596 Closed
HIS
599
Horizon Investment Services
Indiana
– – -3,559 Closed
FFN
600
Focus Financial Network
Minnesota
– – -3,540 Closed
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