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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 %
IFWM
626
Institute for Wealth Management
Colorado
– – -194 Closed
FPFS
627
First Personal Financial Services
North Carolina
– – -166 Closed
1IA
628
1834 Investment Advisors
Wisconsin
– – -157 Closed
Simplex Trading
629
Simplex Trading
Illinois
– – -100 Closed
MPWT
630
MassMutual Private Wealth & Trust
Connecticut
– – -99 Closed
GCM
631
Gables Capital Management
Florida
– – -79 Closed
HWM
632
HighMark Wealth Management
Minnesota
– – -76 Closed
AA
633
Argent Advisors
Louisiana
– – -43 Closed
TCWM
634
Total Clarity Wealth Management
Illinois
– – -40 Closed
PA
635
PSI Advisors
Florida
– – -38 Closed
VRM
636
Vectors Research Management
New York
– – -36 Closed
WWM
637
Willingdon Wealth Management
North Carolina
– – -35 Closed
ME
638
McIlrath & Eck
Washington
– – -34 Closed
NL
639
NVWM LLC
Pennsylvania
– – -33 Closed
Kayne Anderson Rudnick Investment Management
640
Kayne Anderson Rudnick Investment Management
California
– – -29 Closed
HWA
641
HCR Wealth Advisors
California
– – -18 Closed
TVWM
642
Tower View Wealth Management
Wisconsin
– – -16 Closed
PAM
643
Panagora Asset Management
Massachusetts
– – -9 Closed
Barclays
644
Barclays
United Kingdom
– – -5 Closed
SHWM
645
Silicon Hills Wealth Management
Texas
– – -3 Closed
CG
646
Cutler Group
California
– – – –
SL
647
Savior LLC
Massachusetts
$0 1 – –
EWP
648
Engrave Wealth Partners
Texas
$0 3 – –
22 23 24 25
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