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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 %
AA
101
Alesco Advisors
New York
$5.98M 133,398 -26,567 -17%
FWM
102
Fairhaven Wealth Management
Illinois
$5.96M 132,954 +5,956 +5%
TCM
103
Twele Capital Management
Minnesota
$5.84M 130,150 +12,850 +11%
Russell Investments Group
104
Russell Investments Group
United Kingdom
$5.8M 129,488 – –
WAP
105
Wealthcare Advisory Partners
Pennsylvania
$5.78M 128,944 +17,093 +15%
MCM
106
MAI Capital Management
Ohio
$5.68M 126,667 -11,360 -8%
AIM
107
Acropolis Investment Management
Missouri
$5.65M 125,983 +7,183 +6%
HT
108
Heritage Trust
Oklahoma
$5.6M 124,884 -4,286 -3%
IFS
109
Ifrah Financial Services
Arkansas
$5.56M 124,057 +777 +0.6%
TA
110
Trellis Advisors
Washington
$5.52M 123,076 -2,629 -2%
FSC
111
Full Sail Capital
Oklahoma
$5.45M 109,330 +96,784 +771%
CAN
112
Cetera Advisor Networks
California
$5.26M 122,136 -11,429 -9%
Janney Montgomery Scott
113
Janney Montgomery Scott
Pennsylvania
$5.14M 114,567 -5,554 -5%
CI
114
CX Institutional
Indiana
$5.03M 112,107 +112,107 New
PCM
115
Pointe Capital Management
Michigan
$5.01M 11,371 -1,108 -9%
CP
116
Covenant Partners
Tennessee
$4.91M 109,418 +87,518 +400%
FCBT
117
First Citizens Bank & Trust
North Carolina
$4.86M 108,305 +66,852 +161%
HIMCH
118
Hartford Investment Management Co (HIMCO)
Connecticut
$4.81M 107,330 +3,030 +3%
OMC
119
Old Mission Capital
Illinois
$4.68M 104,311 +104,311 New
BWM
120
Brickley Wealth Management
California
$4.49M 100,126 -124,152 -55%
FVWA
121
Foster Victor Wealth Advisors
South Carolina
$4.4M 95,665 +73,259 +327%
PFA
122
Paradigm Financial Advisors
Missouri
$4.26M 94,956 +12,534 +15%
IDA
123
Intelligence Driven Advisers
California
$4.16M 92,883 +4,381 +5%
BOS
124
Bank of Stockton
California
$4.13M 92,148 -7,671 -8%
Susquehanna International Group
125
Susquehanna International Group
Pennsylvania
$4.09M 91,255 +43,290 +90%
3 4
5
6 7