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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

506 hedge funds and large institutions have $6.32B invested in iShares MSCI EAFE Small-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 143 increasing their positions, 230 reducing their positions, and 38 closing their positions.

Holders
506
Holders Change
+5
Holders Change %
+1%
% of All Funds
10.24%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.67%
New
49
Increased
143
Reduced
230
Closed
38
Calls
$289K
Puts
$1.67M
Net Calls
-$1.38M
Net Calls Change
+$12.3M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$692M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$289M
3
Jane Street
3
Jane Street
New York
$51.1M
4
HHGA
4
Halbert Hargrove Global Advisors
California
$36.4M
5
Franklin Resources
5
Franklin Resources
California
$52.5M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$544M
2
Truist Financial
2
Truist Financial
North Carolina
$113M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$7.01M
4
CS
4
Credit Suisse
Switzerland
$3.8M
5
UBS Group
5
UBS Group
Switzerland
$66.9M
Name Market Value Shares Shares
Change 		Shares
Change %
EWA
51
Exencial Wealth Advisors
Oklahoma
$15.4M 261,018 +215 +0.1%
BWM
52
Brickley Wealth Management
California
$15.3M 256,537 +7,837 +3%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$15.3M 259,579 +35,965 +16%
RFA
54
Radnor Financial Advisors
Pennsylvania
$15.2M 256,823 -7,408 -3%
JPMPWA
55
J.P. Morgan Private Wealth Advisors
California
$14.7M 248,356 -2,432 -1%
CG
56
Colony Group
Massachusetts
$14.5M 246,045 -8,428 -3%
FWCM
57
Ferguson Wellman Capital Management
Oregon
$14.4M 244,263 +6,552 +3%
BAMG
58
Brand Asset Management Group
Missouri
$13.7M 232,901 -3,806 -2%
Osaic Holdings
59
Osaic Holdings
Arizona
$13.1M 221,315 -11,047 -5%
AAS
60
Avantax Advisory Services
Texas
$13M 221,074 +21,790 +11%
State of Tennessee, Department of Treasury
61
State of Tennessee, Department of Treasury
Tennessee
$12.8M 216,507 – –
KP
62
Keel Point
Alabama
$12.7M 215,191 -9,366 -4%
RJFSA
63
Raymond James Financial Services Advisors
Florida
$12.2M 207,645 +144,367 +228%
MIS
64
Morningstar Investment Services
Illinois
$12.2M 207,074 -49,174 -19%
MWM
65
Mission Wealth Management
California
$12.2M 206,133 -10,866 -5%
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$11.5M 195,744 -10,410 -5%
PFA
67
Pure Financial Advisors
California
$11.4M 193,373 -22,165 -10%
MWM
68
Merriman Wealth Management
Washington
$11.3M 191,872 -6,515 -3%
ECM
69
ETrade Capital Management
Virginia
$11M 187,131 -2,020 -1%
CL
70
Choreo LLC
Illinois
$11M 187,087 -4,866 -3%
PWAG
71
Polaris Wealth Advisory Group
California
$11M 181,778 -45,653 -20%
SWM
72
Shakespeare Wealth Management
Wisconsin
$11M 185,768 +4,963 +3%
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$10.8M 182,934 -2,933 -2%
OAM
74
Oppenheimer Asset Management
New York
$10.7M 181,856 -7,801 -4%
QCG
75
Quadrant Capital Group
Ohio
$10.4M 176,055 +9,584 +6%
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