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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 Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
126
CIBC World Market
Ontario, Canada
$4.06M -$63.8K -1,423 -2%
HT
127
Hefren-Tillotson
Pennsylvania
$3.99M +$1.1M +24,602 +38%
IA
128
Independence Advisors
Pennsylvania
$3.94M +$732K +16,335 +23%
WMG
129
WESCAP Management Group
California
$3.89M +$2.75M +61,410 +243%
SIC
130
Starr International Company
Switzerland
$3.87M – – –
PCWA
131
Pacific Capital Wealth Advisors
California
$3.81M +$1.38M +30,770 +57%
EPM
132
Elm Partners Management
Pennsylvania
$3.74M -$234K -5,228 -6%
MAS
133
Managed Account Services
Florida
$3.72M -$714K -16,989 -16%
BOH
134
Bank of Hawaii
Hawaii
$3.65M -$264K -5,883 -7%
MAM
135
Madison Asset Management
Wisconsin
$3.6M -$17.6M -393,499 -83%
PFBT
136
Parkside Financial Bank & Trust
Missouri
$3.54M -$393K -8,766 -10%
LFG
137
Larson Financial Group
Missouri
$3.43M +$2.07M +46,272 +153%
Mariner
138
Mariner
Kansas
$3.43M -$77.6K -1,710 -2%
William Blair & Company
139
William Blair & Company
Illinois
$3.42M -$5.28M -117,801 -61%
DY
140
Dowling & Yahnke
California
$3.4M -$3.66M -81,626 -52%
CAL
141
Capital Analysts LLC
Pennsylvania
$3.32M -$2.3M -51,325 -41%
TFA
142
Tobias Financial Advisors
Florida
$3.31M +$74.1K +1,652 +2%
BEC
143
Blue Edge Capital
Virginia
$3.31M -$221K -4,940 -6%
CCA
144
Checchi Capital Advisers
California
$3.27M -$749K -16,699 -19%
CBT
145
Central Bank & Trust
Kentucky
$3.21M -$52.2K -1,164 -2%
PA
146
Paracle Advisors
Washington
$3.18M +$1.37M +30,531 +76%
CWAG
147
Compton Wealth Advisory Group
Virginia
$3.11M -$357K -7,952 -10%
SC
148
Savant Capital
Illinois
$3.1M -$1.41M -31,516 -31%
FC
149
FCA Corp
Texas
$3.03M +$15K +335 +0.5%
BF
150
BOK Financial
Oklahoma
$3.02M -$237K -5,290 -7%
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