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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 %
PWA
176
Physician Wealth Advisors
Utah
$2.09M +$239K +5,131 +13%
CWM
177
Capital Wealth Management
Rhode Island
$2.08M +$168K +3,743 +9%
VC
178
Vestor Capital
Illinois
$2.08M -$669K -14,928 -24%
CF
179
Corrigan Financial
Rhode Island
$2.08M +$38K +847 +2%
LNWWM
180
Laird Norton Wetherby Wealth Management
California
$2.02M -$1.5M -33,404 -43%
TCM
181
Telos Capital Management
California
$2.02M -$2.17M -48,423 -52%
GWM
182
Geneos Wealth Management
Colorado
$1.98M -$55.7K -1,284 -3%
ACA
183
Atlas Capital Advisors
Wyoming
$1.96M +$1.43M +31,872 +269%
Thrivent Financial for Lutherans
184
Thrivent Financial for Lutherans
Minnesota
$1.96M -$2.15M -6,509 Closed
SIS
185
SVB Investment Services
Utah
$1.95M +$170K +3,799 +10%
Mirae Asset Global Investments
186
Mirae Asset Global Investments
South Korea
$1.92M +$255K +5,681 +15%
SGA
187
Strategic Global Advisors
California
$1.91M +$1.15M +25,631 +151%
IWM
188
IHT Wealth Management
Illinois
$1.91M +$1.13M +25,192 +145%
Bessemer Group
189
Bessemer Group
New Jersey
$1.86M +$1.79M +39,851 +2,480%
SFS
190
Sowell Financial Services
Arkansas
$1.83M -$113K -2,512 -6%
Comerica Bank
191
Comerica Bank
Texas
$1.81M -$279K -5,879 -13%
SW
192
SVB Wealth
Massachusetts
$1.8M -$6.66M -148,574 -79%
MCM
193
Maxim Capital Management
California
$1.77M -$81.6K -1,821 -4%
FAAS
194
First Allied Advisory Services
California
$1.75M +$45.6K +1,018 +3%
TIM
195
Tortoise Investment Management
New York
$1.73M -$682K -15,205 -28%
FA
196
FDx Advisors
Illinois
$1.72M -$12.5K -278 -0.7%
ASN
197
Advisory Services Network
Georgia
$1.71M -$127K -2,837 -7%
CFA
198
Cahill Financial Advisors
Minnesota
$1.67M -$4.22K -94 -0.3%
Citigroup
199
Citigroup
New York
$1.64M -$86.7K -1,935 -5%
GT
200
Glenview Trust
Kentucky
$1.64M -$646K -14,404 -28%
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