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iShares MSCI EAFE Small-Cap ETF

Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Jones Financial Companies
1
Jones Financial Companies
Missouri
USD 590 M -USD 213 M -3,343,920 -26%
Natixis Advisors
2
Natixis Advisors
Massachusetts
USD 539 M +USD 1.78 M +28,015 +0.3%
Creative Planning
3
Creative Planning
Kansas
USD 285 M -USD 8.73 M -137,185 -3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
USD 272 M +USD 48.7 M +765,645 +21%
Goldman Sachs
5
Goldman Sachs
New York
USD 218 M +USD 21.8 M +343,419 +11%
BlackRock
6
BlackRock
New York
USD 217 M +USD 20.3 M +319,018 +10%
State of New Jersey Common Pension Fund D
7
State of New Jersey Common Pension Fund D
New Jersey
USD 216 M – – –
Bank of New York Mellon
8
Bank of New York Mellon
New York
USD 214 M -USD 3.92 M -61,593 -2%
Bank of America
9
Bank of America
North Carolina
USD 203 M +USD 95.4 M +1,500,338 +81%
Morgan Stanley
10
Morgan Stanley
New York
USD 160 M -USD 4.14 M -65,101 -2%
Modera Wealth Management
11
Modera Wealth Management
New Jersey
USD 147 M +USD 9.6 M +151,009 +7%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
USD 101 M -USD 360 k -5,665 -0.3%
TIAA Trust, National Association
13
TIAA Trust, National Association
North Carolina
USD 95.4 M -USD 23.4 M -367,420 -19%
Citigroup
14
Citigroup
New York
USD 88.2 M +USD 89.5 M +1,406,676 +3,132%
JP Morgan Chase
15
JP Morgan Chase
New York
USD 79.1 M -USD 485 k -7,622 -0.6%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
USD 77.9 M -USD 1.42 M -22,291 -2%
Focus Partners Wealth
17
Focus Partners Wealth
Massachusetts
USD 76.3 M +USD 8.5 M +133,707 +12%
Northern Trust
18
Northern Trust
Illinois
USD 67.9 M -USD 520 k -8,183 -0.7%
UBS Group
19
UBS Group
Switzerland
USD 65 M +USD 14.7 M +231,286 +28%
Cassaday & Co Wealth Management
20
Cassaday & Co Wealth Management
Virginia
USD 62 M +USD 8.46 M +133,026 +15%
Forvis Mazars Wealth Advisors
21
Forvis Mazars Wealth Advisors
Missouri
USD 58.3 M -USD 8.72 M -137,028 -12%
Alberta Investment Management Corp (AIMCo)
22
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
USD 55 M +USD 21.6 M +340,035 +60%
HighTower Advisors
23
HighTower Advisors
Illinois
USD 47.1 M -USD 2.23 M -35,040 -4%
Coldstream Capital Management
24
Coldstream Capital Management
Washington
USD 43.5 M +USD 2.71 M +42,638 +6%
Financial Advisory Corporation
25
Financial Advisory Corporation
Michigan
USD 43.2 M +USD 45.3 M +711,744 Nuevas