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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 %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$685M 15,431,066 +2,061,909 +15%
TF
2
TIAA FSB
Florida
$649M 14,478,481 +686,903 +5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$427M 9,521,637 +1,529,968 +19%
Creative Planning
4
Creative Planning
Kansas
$213M 4,740,566 -911,880 -16%
Truist Financial
5
Truist Financial
North Carolina
$189M 4,220,053 +143,999 +4%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$180M 4,008,678 -897,755 -18%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$173M 3,860,282 -392,273 -9%
BlackRock
8
BlackRock
New York
$170M 3,796,140 +486,277 +15%
MMI
9
Matson Money Inc
Ohio
$144M 3,245,922 -113,092 -3%
Bank of America
10
Bank of America
North Carolina
$124M 2,761,846 -21,766 -0.8%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$123M 2,742,971 -2,503 -0.1%
Morgan Stanley
12
Morgan Stanley
New York
$95.5M 2,129,487 +332,736 +19%
Natixis Advisors
13
Natixis Advisors
Massachusetts
$72.4M 1,615,251 +268,517 +20%
AC
14
Allstate Corporation
Illinois
$63.1M 1,407,754 -2,057,672 -59%
State Street
15
State Street
Massachusetts
$59.4M 1,324,870 +336,403 +34%
Goldman Sachs
16
Goldman Sachs
New York
$58M 1,294,136 +20,580 +2%
UBS Group
17
UBS Group
Switzerland
$53.9M 1,203,392 -106,966 -8%
Wells Fargo
18
Wells Fargo
California
$47M 1,048,309 -107,131 -9%
TAIM
19
TD Ameritrade Investment Management
Nebraska
$42.7M 952,384 +132,766 +16%
FMWA
20
Forvis Mazars Wealth Advisors
Missouri
$35.4M 790,561 +729,367 +1,192%
RC
21
Rinet Company
Massachusetts
$30.5M 680,946 -53,479 -7%
SS
22
Simplicity Solutions
Minnesota
$29.7M 662,076 -64,596 -9%
AWM
23
AE Wealth Management
Kansas
$26.6M 594,158 -64,789 -10%
GLA
24
Great Lakes Advisors
Illinois
$25.6M 570,500 -276,892 -33%
MWM
25
Modera Wealth Management
New Jersey
$25.5M 567,874 +3,758 +0.7%
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