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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 %
BC
101
Bartlett & Co
Ohio
$7.18M 121,673 -325 -0.3%
EDRIA
102
Edmonds Duncan Registered Investment Advisors
Kansas
$7.13M 120,803 -14,925 -11%
TA
103
Trellis Advisors
Washington
$7.08M 120,073 +1,725 +1%
Qube Research & Technologies (QRT)
104
Qube Research & Technologies (QRT)
United Kingdom
$7.01M 118,903 -259,110 -69%
HIMCH
105
Hartford Investment Management Co (HIMCO)
Connecticut
$7.01M 118,780 -1,550 -1%
WA
106
Waverly Advisors
Alabama
$6.83M 119,965 -993 -0.8%
LFG
107
Larson Financial Group
Missouri
$6.83M 115,788 +5,684 +5%
CAN
108
Cetera Advisor Networks
California
$6.8M 115,342 +127 +0.1%
HT
109
Heritage Trust
Oklahoma
$6.72M 113,986 -7,020 -6%
CAS
110
Cascadia Advisory Services
Oregon
$6.71M 113,671 +113,671 New
MCM
111
MAI Capital Management
Ohio
$6.64M 112,632 -2,417 -2%
SWM
112
Southern Wealth Management
Texas
$6.54M 110,932 +70,075 +172%
SC
113
Schoolcraft Capital
Colorado
$6.49M 110,047 +4,955 +5%
FSC
114
Full Sail Capital
Oklahoma
$6.34M 104,393 -9,094 -8%
Mercer Global Advisors
115
Mercer Global Advisors
Colorado
$6.23M 105,597 -13,682 -11%
AIM
116
Acropolis Investment Management
Missouri
$6.16M 104,491 -21,609 -17%
CDIA
117
Capital Directions Investment Advisors
Georgia
$6.05M 102,522 +1,620 +2%
WMG
118
WESCAP Management Group
California
$6.02M 102,080 +21,154 +26%
Wealth Enhancement Advisory Services
119
Wealth Enhancement Advisory Services
Minnesota
$5.58M 90,653 -1,281 -1%
CIBC World Market
120
CIBC World Market
Ontario, Canada
$5.49M 93,086 -203 -0.2%
HT
121
Hefren-Tillotson
Pennsylvania
$5.48M 92,963 -561 -0.6%
IA
122
Independence Advisors
Pennsylvania
$5.37M 90,989 -251 -0.3%
PCWA
123
Pacific Capital Wealth Advisors
California
$5.35M 90,660 +6,426 +8%
BOS
124
Bank of Stockton
California
$5.26M 89,228 -245 -0.3%
CP
125
Covenant Partners
Tennessee
$5.2M 88,219 -6,383 -7%
3 4
5
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