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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

524 hedge funds and large institutions have $5.5B invested in iShares MSCI EAFE Small-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 184 increasing their positions, 214 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
-16
Holders Change %
-2.96%
% of All Funds
11.36%
Holding in Top 10
43
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.51%
% of All Funds
0.93%
New
51
Increased
184
Reduced
214
Closed
62
Calls
$825K
Puts
$270K
Net Calls
+$555K
Net Calls Change
+$555K

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$91.5M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$670M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$80.2M
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$68.8M
5
AWM
5
AE Wealth Management
Kansas
$17.1M

Top Sellers

1
TF
1
TIAA FSB
Florida
$201M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$16.8M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$143M
4
WA
4
Wasatch Advisors
Utah
$0
5
BDF
5
Balasa Dinverno & Foltz
$1.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAG
226
Rehmann Capital Advisory Group
Michigan
$1.67M +$1.65M +28,672 +6,206%
HCM
227
Hengehold Capital Management
Ohio
$1.66M +$91.9K +1,600 +6%
Renaissance Technologies
228
Renaissance Technologies
New York
$1.64M +$1.64M +28,600 New
EWM
229
Empirical Wealth Management
Washington
$1.57M -$15.2K -264 -1%
LWA
230
Lenox Wealth Advisors
New York
$1.56M -$10.4K -181 -0.7%
OC
231
Oppenheimer & Co
New York
$1.56M +$56.1K +976 +4%
WCF
232
West Coast Financial
California
$1.55M -$5.46K -95 -0.4%
CT
233
Coastline Trust
Rhode Island
$1.55M – – –
IWA
234
Independence Wealth Advisors
Virginia
$1.55M -$1.43M -24,931 -48%
MIAN
235
Mariner Independent Advisor Network
Kansas
$1.53M +$79K +1,356 +5%
PWS
236
Peloton Wealth Strategists
Indiana
$1.53M +$1.53M +26,605 New
GRP
237
Global Retirement Partners
California
$1.5M -$1.62M -28,287 -52%
A
238
AdvicePeriod
California
$1.48M +$167K +2,904 +13%
BDF
239
Balasa Dinverno & Foltz
$1.45M -$20.8M -362,723 -93%
SMG
240
Smart Money Group
Texas
$1.43M +$34.4K +599 +2%
CFC
241
Coyle Financial Counsel
Illinois
$1.42M +$13K +227 +0.9%
SC
242
Schoolcraft Capital
Colorado
$1.41M +$1.41M +24,577 New
BC
243
Burleson & Co
California
$1.41M +$23.5K +396 +2%
CTA
244
Chesley Taft & Associates
Illinois
$1.4M +$64.6K +1,124 +5%
RIA
245
Regal Investment Advisors
Michigan
$1.38M -$24K -417 -2%
NA
246
Nottingham Advisors
New York
$1.38M -$5.24M -91,243 -79%
Northern Trust
247
Northern Trust
Illinois
$1.36M -$3.93M -68,454 -74%
NEGWA
248
New England Guild Wealth Advisors
Connecticut
$1.35M +$6.74K +119 +0.5%
AA
249
Advisory Alpha
Michigan
$1.27M +$695K +12,095 +122%
BFEC
250
Benjamin F. Edwards & Company
Missouri
$1.25M +$21.5K +375 +2%
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