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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.

New
Increased
Maintained
Reduced
Closed
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
Bank of America
North Carolina
$264M
2
RBA
Richard Bernstein Advisors
New York
$65.6M
3
Ameriprise
Ameriprise
Minnesota
$56.3M
4
Northern Trust
Northern Trust
Illinois
$52M
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
$63.6M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$574M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$384M
3
Truist Financial
Truist Financial
North Carolina
$121M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$138M
5
AC
Allstate Corporation
Illinois
$30M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
176
Maxim Capital Management
California
$2.23M +$5.94K +105 +0.3%
SFS
177
Sowell Financial Services
Arkansas
$2.2M +$18.7K +348 +0.9%
RIA
178
Regal Investment Advisors
Michigan
$2.2M +$2.2M +40,952 New
SWM
179
Southern Wealth Management
Texas
$2.19M -$21.7M -403,923 -91%
Janney Montgomery Scott
180
Janney Montgomery Scott
Pennsylvania
$2.17M -$3.97M -74,051 -65%
RCAG
181
Rehmann Capital Advisory Group
Michigan
$2.17M +$602K +11,227 +38%
FA
182
FDx Advisors
Illinois
$2.1M +$46.4K +865 +2%
CFB
183
Cullen/Frost Bankers
Texas
$2.07M +$820K +15,304 +66%
AWM
184
Avior Wealth Management
Nebraska
$2.04M -$786K -14,666 -28%
CFA
185
Cahill Financial Advisors
Minnesota
$2.02M +$24.4K +454 +1%
PA
186
Probity Advisors
Texas
$1.96M +$43.7K +814 +2%
Thrivent Financial for Lutherans
187
Thrivent Financial for Lutherans
Minnesota
$1.96M -$1.96M – –
CM
188
Columbus Macro
Pennsylvania
$1.95M +$1.11M +20,757 +133%
ASN
189
Advisory Services Network
Georgia
$1.93M -$110K -2,056 -5%
DL
190
DOHJ LLC
Washington
$1.93M -$23.4K -414 -1%
DY
191
Dowling & Yahnke
California
$1.92M -$2.15M -40,017 -53%
UCFA
192
United Capital Financial Advisors
Texas
$1.92M -$1.41M -26,288 -42%
CAC
193
Certified Advisory Corp
Florida
$1.92M -$634K -11,817 -25%
DE
194
Day & Ennis
Georgia
$1.91M +$265K +4,935 +16%
PA
195
Paracle Advisors
Washington
$1.88M -$1.92M -35,767 -50%
SFA
196
Sequoia Financial Advisors
Ohio
$1.84M +$345K +6,433 +23%
AIM
197
ARGA Investment Management
Connecticut
$1.84M +$1.84M +34,222 New
SSWG
198
Seven Springs Wealth Group
Tennessee
$1.83M +$5.47K +102 +0.3%
EAM
199
Evanson Asset Management
California
$1.8M – – –
ACA
200
Atlas Capital Advisors
Wyoming
$1.8M -$546K -10,184 -23%
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