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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.

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 Market Value Shares Shares
Change 		Shares
Change %
WA
76
Wealth Architects
California
$9.3M 173,397 +9,840 +6%
PW
77
Price Wealth
Texas
$9.13M 170,207 -72,378 -30%
APW
78
Austin Private Wealth
Texas
$9.03M 168,382 -2,218 -1%
RJA
79
Raymond James & Associates
Florida
$8.99M 167,616 -21,910 -12%
QCG
80
Quadrant Capital Group
Ohio
$8.93M 166,471 -24,336 -13%
AA
81
Alesco Advisors
New York
$8.84M 164,772 +31,374 +24%
TFCP
82
Twin Focus Capital Partners
Massachusetts
$8.7M 162,224 +108,032 +199%
M&T Bank
83
M&T Bank
New York
$8.68M 161,889 -50,965 -24%
Baird Financial Group
84
Baird Financial Group
Wisconsin
$8.39M 156,404 +21,363 +16%
CCMG
85
Clark Capital Management Group
Pennsylvania
$8.11M 151,307 +135,730 +871%
AF
86
Allworth Financial
California
$7.68M 143,307 +7,485 +6%
BJL
87
Brighton Jones LLC
Washington
$7.58M 141,325 -2,907 -2%
FWM
88
Fairhaven Wealth Management
Illinois
$7.52M 140,327 +7,373 +6%
WAP
89
Wealthcare Advisory Partners
Pennsylvania
$7.51M 140,123 +11,179 +9%
FCBT
90
First Citizens Bank & Trust
North Carolina
$7.45M 138,997 +30,692 +28%
MML Investors Services
91
MML Investors Services
Massachusetts
$7.39M 137,778 -126,625 -48%
EDRIA
92
Edmonds Duncan Registered Investment Advisors
Kansas
$7.28M 135,728 -1,058 -0.8%
RWP
93
RWA Wealth Partners
Massachusetts
$7.08M 131,968 +112,204 +568%
WA
94
Waverly Advisors
Alabama
$7.03M 120,958 -18,189 -13%
TCM
95
Twele Capital Management
Minnesota
$6.98M 130,150 – –
IFS
96
Ifrah Financial Services
Arkansas
$6.87M 128,134 +4,077 +3%
EA
97
Efficient Advisors
Ohio
$6.85M 127,744 -8,492 -6%
Wellington Management Group
98
Wellington Management Group
Massachusetts
$6.85M 127,666 -40,188 -24%
AIM
99
Acropolis Investment Management
Missouri
$6.76M 126,100 +117 +0.1%
BCWM
100
Bartlett & Co Wealth Management
Ohio
$6.56M 122,298 -14,705 -11%
2 3
4
5 6