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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

506 hedge funds and large institutions have $6.32B invested in iShares MSCI EAFE Small-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 143 increasing their positions, 230 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+5
Holders Change %
+1%
% of All Funds
10.24%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.67%
New
49
Increased
143
Reduced
230
Closed
38
Calls
$289K
Puts
$1.67M
Net Calls
-$1.38M
Net Calls Change
+$12.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$692M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$289M
3
Jane Street
Jane Street
New York
$51.1M
4
HHGA
Halbert Hargrove Global Advisors
California
$36.4M
5
Franklin Resources
Franklin Resources
California
$52.5M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$544M
2
Truist Financial
Truist Financial
North Carolina
$113M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$7.01M
4
CS
Credit Suisse
Switzerland
$3.8M
5
UBS Group
UBS Group
Switzerland
$66.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
DY
201
Dowling & Yahnke
California
$1.8M -$313K -5,313 -15%
ML
202
McAdam LLC
Pennsylvania
$1.79M +$103K +1,739 +6%
SYBT
203
Stock Yards Bank & Trust
Kentucky
$1.77M -$188K -3,185 -10%
EWM
204
Empirical Wealth Management
Washington
$1.73M -$202K -3,416 -10%
GRP
205
Global Retirement Partners
California
$1.73M +$50.2K +851 +3%
AFAS
206
Acorn Financial Advisory Services
Virginia
$1.73M +$530K +8,982 +44%
CCA
207
Clearwater Capital Advisors
Illinois
$1.71M -$14.9K -253 -0.9%
CL
208
CPWM LLC
Washington
$1.68M +$10.4K +176 +0.6%
CWM
209
Capital Wealth Management
Rhode Island
$1.66M -$993K -16,825 -37%
Thrivent Financial for Lutherans
210
Thrivent Financial for Lutherans
Minnesota
$1.63M -$1.96M – –
Janney Montgomery Scott
211
Janney Montgomery Scott
Pennsylvania
$1.61M -$776K -13,164 -32%
LNWWM
212
Laird Norton Wetherby Wealth Management
California
$1.61M – – –
EA
213
Elm Advisors
California
$1.6M +$9.73K +165 +0.6%
JIC
214
Johnson Investment Counsel
Ohio
$1.59M -$79.9K -1,355 -5%
William Blair & Company
215
William Blair & Company
Illinois
$1.56M -$1.05M -17,864 -40%
ACA
216
Atlas Capital Advisors
Wyoming
$1.52M -$454K -7,700 -23%
APA
217
American Portfolios Advisors
New York
$1.47M +$26.3K +446 +2%
PBT
218
Pictet Bank & Trust
Bahamas
$1.46M -$64.9K -1,100 -4%
FAAS
219
First Allied Advisory Services
California
$1.46M -$419K -7,104 -22%
NA
220
Nottingham Advisors
New York
$1.46M +$19.5K +330 +1%
SPIA
221
Steward Partners Investment Advisory
New York
$1.43M +$288K +4,875 +25%
CFG
222
Citizens Financial Group
Rhode Island
$1.42M +$613K +10,329 +76%
SFM
223
Signet Financial Management
New Jersey
$1.41M -$66.7K -1,127 -5%
PFA
224
Paradigm Financial Advisors
Missouri
$1.41M -$4.25M -72,005 -75%
TFA
225
Tobias Financial Advisors
Florida
$1.38M -$96.5K -1,636 -7%
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