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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 %
PP
201
PrairieView Partners
Minnesota
$1.63M 36,304 +4,461 +14%
AIA
202
Alera Investment Advisors
Illinois
$1.62M 9,220 +9,220 New
PA
203
Probity Advisors
Texas
$1.61M 35,806 +2,354 +7%
FCI
204
Financial Counselors Inc
Kansas
$1.59M 35,405 +493 +1%
EWM
205
Empirical Wealth Management
Washington
$1.58M 35,288 +4,162 +13%
DL
206
DOHJ LLC
Washington
$1.55M 34,590 +788 +2%
SSWG
207
Seven Springs Wealth Group
Tennessee
$1.52M 33,955 -35,269 -51%
MHS
208
M Holdings Securities
Oregon
$1.51M 33,706 +19,914 +144%
EAM
209
Evanson Asset Management
California
$1.51M 33,645 -117 -0.3%
MIAS
210
Mason Investment Advisory Services
Virginia
$1.5M 33,371 -65,110 -66%
BHWA
211
Beacon Harbor Wealth Advisors
Virginia
$1.49M 33,227 -260 -0.8%
BC
212
Burleson & Co
California
$1.45M 28,988 +4,743 +20%
HW
213
Hancock Whitney
Mississippi
$1.4M 31,201 -36,115 -54%
CL
214
CPWM LLC
Washington
$1.38M 30,688 -32,395 -51%
DE
215
Day & Ennis
Georgia
$1.38M 30,685 -392 -1%
RC
216
RegentAtlantic Capital
New Jersey
$1.35M 30,133 -801 -3%
NAS
217
Nicolet Advisory Services
Wisconsin
$1.33M 29,749 +21,138 +245%
SFM
218
Signet Financial Management
New Jersey
$1.33M 27,020 -3,731 -12%
GRP
219
Global Retirement Partners
California
$1.31M 29,258 +1,700 +6%
RCAG
220
Rehmann Capital Advisory Group
Michigan
$1.31M 29,204 +29,204 New
JIC
221
Johnson Investment Counsel
Ohio
$1.31M 29,197 +15,856 +119%
LW
222
Linscomb Wealth
Texas
$1.29M 28,743 -2,684 -9%
SFA
223
Sequoia Financial Advisors
Ohio
$1.25M 27,798 +6,235 +29%
APA
224
American Portfolios Advisors
New York
$1.24M 27,645 +3,522 +15%
TL
225
TrueWealth LLC
Georgia
$1.24M 27,612 +11,931 +76%
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