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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 %
CM
151
Cornerstone Management
Georgia
$2.99M 66,772 -6,480 -9%
NB
152
NBT Bank
New York
$2.96M 65,920 +2,720 +4%
NHC
153
Nicholas Hoffman & Company
Georgia
$2.93M 65,297 -2,739 -4%
SC
154
Schoolcraft Capital
Colorado
$2.92M 65,234 +25,917 +66%
GPA
155
Guidance Point Advisors
Massachusetts
$2.91M 64,613 -3,897 -6%
BG
156
Berry Group
Massachusetts
$2.86M 63,774 +1,364 +2%
PPP
157
Private Portfolio Partners
New Jersey
$2.83M 63,167 +842 +1%
PAG
158
Private Advisor Group
New Jersey
$2.76M 61,520 +36,131 +142%
NYLIM
159
New York Life Investment Management
New York
$2.66M 47,018 – –
UCFA
160
United Capital Financial Advisors
Texas
$2.66M 62,048 -927,333 -94%
BB
161
Busey Bank
Illinois
$2.66M 59,213 -762 -1%
DI
162
Disciplined Investments
Oklahoma
$2.57M 57,259 -11,381 -17%
HCM
163
HM Capital Management
Missouri
$2.56M 57,007 – –
SIC
164
Shoker Investment Counsel
Ohio
$2.53M 56,424 -1,419 -2%
DSA
165
Droms Strauss Advisors
Missouri
$2.45M 54,548 -40,605 -43%
PBT
166
Pictet Bank & Trust
Bahamas
$2.43M 54,300 -12,000 -18%
TFCP
167
Twin Focus Capital Partners
Massachusetts
$2.43M 54,192 +9,635 +22%
BFPW
168
BOK Financial Private Wealth
Colorado
$2.42M 53,989 -3,097 -5%
BFO
169
Biltmore Family Office
North Carolina
$2.39M 53,398 +723 +1%
AWM
170
Avior Wealth Management
Nebraska
$2.36M 52,707 +13 +0%
Prudential Financial
171
Prudential Financial
New Jersey
$2.34M 52,227 -54,701 -51%
SPP
172
Single Point Partners
Massachusetts
$2.33M 51,895 -878 -2%
MC
173
Martin & Co
Tennessee
$2.32M 51,653 +410 +0.8%
CAC
174
Certified Advisory Corp
Florida
$2.13M 47,562 +16,893 +55%
OFG
175
Omega Financial Group
California
$2.12M 47,316 +28,840 +156%
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