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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 %
IAA
601
Independent Advisor Alliance
North Carolina
– – -3,517 Closed
IC
602
IEQ Capital
California
– – -3,430 Closed
MA
603
Mutual Advisors
Nebraska
– – -3,363 Closed
IWP
604
Icon Wealth Partners
Texas
– – -3,362 Closed
SWP
605
Stratos Wealth Partners
Ohio
– – -3,344 Closed
HFA
606
Huber Financial Advisors
Illinois
– – -3,265 Closed
NGA
607
Naples Global Advisors
Florida
– – -3,256 Closed
AP
608
Atwood & Palmer
Missouri
– – -2,757 Closed
MWP
609
MYCIO Wealth Partners
Pennsylvania
– – -2,738 Closed
PB
610
Pinnacle Bancorp
Nebraska
– – -1,725 Closed
RFA
611
Reilly Financial Advisors
California
– – -1,205 Closed
MA
612
MUFG Americas
New York
– – -1,175 Closed
HF
613
Halpern Financial
Virginia
– – -1,100 Closed
BBHC
614
Brown Brothers Harriman & Co
New York
– – -884 Closed
BRC
615
Bell Rock Capital
Delaware
– – -738 Closed
TWP
616
TFO Wealth Partners
Ohio
– – -545 Closed
HWM
617
Howard Wealth Management
Connecticut
– – -530 Closed
JAWM
618
J. Arnold Wealth Management
Ohio
– – -521 Closed
LWM
619
Lionsbridge Wealth Management
Florida
– – -472 Closed
TF
620
TimeScale Financial
Massachusetts
– – -456 Closed
BCI
621
Brinker Capital Investments
Pennsylvania
– – -413 Closed
VCM
622
Vigilant Capital Management
Maine
– – -357 Closed
CL
623
Cabana LLC
Arkansas
– – -346 Closed
PCIA
624
Prime Capital Investment Advisors
Kansas
– – -279 Closed
EI
625
Ellevest Inc
New York
– – -243 Closed
22 23 24
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