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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 %
BC
101
Bartlett & Co
Ohio
$6.54M 121,998 -15,005 -11%
HT
102
Heritage Trust
Oklahoma
$6.49M 121,006 -3,878 -3%
FSC
103
Full Sail Capital
Oklahoma
$6.49M 113,487 +4,157 +4%
HIMCH
104
Hartford Investment Management Co (HIMCO)
Connecticut
$6.45M 120,330 +13,000 +12%
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
$6.4M 119,279 -29,989 -20%
TA
106
Trellis Advisors
Washington
$6.35M 118,348 -4,728 -4%
CAN
107
Cetera Advisor Networks
California
$6.18M 115,215 -6,921 -6%
MCM
108
MAI Capital Management
Ohio
$6.17M 115,049 -11,618 -9%
LFG
109
Larson Financial Group
Missouri
$5.9M 110,104 +33,511 +44%
PAI
110
Pittenger & Anderson Inc
Nebraska
$5.83M 108,728 -32,233 -23%
CRCP
111
Copper Rock Capital Partners
Massachusetts
$5.66M 105,515 -81,012 -43%
SC
112
Schoolcraft Capital
Colorado
$5.64M 105,092 +39,858 +61%
MSWMA
113
Market Street Wealth Management Advisors
Indiana
$5.61M 104,578 -42,634 -29%
CDIA
114
Capital Directions Investment Advisors
Georgia
$5.41M 100,902 -61,016 -38%
Wealth Enhancement Advisory Services
115
Wealth Enhancement Advisory Services
Minnesota
$5.19M 91,934 -64,310 -41%
PFA
116
Paradigm Financial Advisors
Missouri
$5.14M 95,903 +947 +1%
CP
117
Covenant Partners
Tennessee
$5.07M 94,602 -14,816 -14%
HT
118
Hefren-Tillotson
Pennsylvania
$5.02M 93,524 +4,339 +5%
CIBC World Market
119
CIBC World Market
Ontario, Canada
$5M 93,289 +2,798 +3%
IA
120
Independence Advisors
Pennsylvania
$4.89M 91,240 +3,438 +4%
BOS
121
Bank of Stockton
California
$4.8M 89,473 -2,675 -3%
IDA
122
Intelligence Driven Advisers
California
$4.79M 89,342 -3,541 -4%
BOH
123
Bank of Hawaii
Hawaii
$4.62M 86,228 +4,867 +6%
Brown Advisory
124
Brown Advisory
Maryland
$4.62M 86,088 -225,630 -72%
MAS
125
Managed Account Services
Florida
$4.57M 81,904 -6,431 -7%
3 4
5
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