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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.

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
1
Bank of America
North Carolina
$264M
2
RBA
2
Richard Bernstein Advisors
New York
$65.6M
3
Ameriprise
3
Ameriprise
Minnesota
$56.3M
4
Northern Trust
4
Northern Trust
Illinois
$52M
5
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$63.6M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$574M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$384M
3
Truist Financial
3
Truist Financial
North Carolina
$121M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$138M
5
AC
5
Allstate Corporation
Illinois
$30M
Name Market Value Shares Shares
Change 		Shares
Change %
TF
1
TIAA FSB
Florida
$743M 13,865,314 -613,167 -4%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$574M 10,775,448 -4,655,618 -30%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$384M 7,153,910 -2,367,727 -25%
Bank of America
4
Bank of America
North Carolina
$264M 4,925,469 +2,163,623 +78%
Creative Planning
5
Creative Planning
Kansas
$263M 4,896,804 +156,238 +3%
BlackRock
6
BlackRock
New York
$201M 3,741,629 -54,511 -1%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$184M 3,430,898 -577,780 -14%
MMI
8
Matson Money Inc
Ohio
$174M 3,252,217 +6,295 +0.2%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$139M 2,597,031 -145,940 -5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$138M 2,580,724 -1,279,558 -33%
Truist Financial
11
Truist Financial
North Carolina
$121M 2,261,287 -1,958,766 -46%
Morgan Stanley
12
Morgan Stanley
New York
$110M 2,043,006 -86,481 -4%
Goldman Sachs
13
Goldman Sachs
New York
$78.3M 1,460,102 +165,966 +13%
UBS Group
14
UBS Group
Switzerland
$72.2M 1,346,782 +143,390 +12%
RBA
15
Richard Bernstein Advisors
New York
$65.6M 1,223,386 +1,223,386 New
FMWA
16
Forvis Mazars Wealth Advisors
Missouri
$63.6M 1,185,558 +394,997 +50%
Natixis Advisors
17
Natixis Advisors
Massachusetts
$63.1M 1,177,595 -437,656 -27%
State Street
18
State Street
Massachusetts
$56.4M 1,050,926 -273,944 -21%
Ameriprise
19
Ameriprise
Minnesota
$56.3M 1,050,638 +858,882 +448%
Northern Trust
20
Northern Trust
Illinois
$52M 970,414 +566,328 +140%
Wells Fargo
21
Wells Fargo
California
$50.8M 946,830 -101,479 -10%
WSFS
22
Wilmington Savings Fund Society
Delaware
$38.6M 720,450 +333,366 +86%
SS
23
Simplicity Solutions
Minnesota
$38.1M 710,684 +48,608 +7%
TAIM
24
TD Ameritrade Investment Management
Nebraska
$35.7M 665,425 -286,959 -30%
AWM
25
AE Wealth Management
Kansas
$34.1M 636,406 +42,248 +7%
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