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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

606 hedge funds and large institutions have $7.53B invested in iShares MSCI EAFE Small-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 225 increasing their positions, 179 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+87
Holders Change %
+16.76%
% of All Funds
11.97%
Holding in Top 10
47
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.63%
% of All Funds
0.93%
New
125
Increased
225
Reduced
179
Closed
27
Calls
$544K
Puts
$735K
Net Calls
-$191K
Net Calls Change
+$471K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$364M
2
MMI
2
Matson Money Inc
Ohio
$209M
3
Truist Financial
3
Truist Financial
North Carolina
$254M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$265M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$833M

Top Sellers

1
PAMU
1
Pictet Asset Management (UK)
United Kingdom
$14.4M
2
Goldman Sachs
2
Goldman Sachs
New York
$79.3M
3
Franklin Resources
3
Franklin Resources
California
$38.5M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.99M
5
M&T Bank
5
M&T Bank
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
226
Thrivent Financial for Lutherans
Minnesota
$2.15M +$29.7K +90 +1%
MCM
227
Maxim Capital Management
California
$2.14M -$115K -2,217 -5%
DL
228
DOHJ LLC
Washington
$2.11M +$2.11M +33,802 New
EAM
229
Evanson Asset Management
California
$2.1M – – –
BHWA
230
Beacon Harbor Wealth Advisors
Virginia
$2.09M +$46.2K +742 +2%
PA
231
Probity Advisors
Texas
$2.08M -$161K -2,581 -7%
SFI
232
SPC Financial Inc
Maryland
$2.08M +$206K +3,300 +11%
MAM
233
Meeder Asset Management
Ohio
$2.03M +$90.7K +1,456 +5%
APG
234
Abacus Planning Group
South Carolina
$2.02M +$21K +337 +1%
WCWM
235
Wooster Corthell Wealth Management
Connecticut
$2M -$12.1K -194 -0.6%
PP
236
PrairieView Partners
Minnesota
$1.98M -$137K -2,201 -6%
LW
237
Linscomb Wealth
Texas
$1.96M +$1.96M +31,427 New
EWM
238
Empirical Wealth Management
Washington
$1.94M +$89.3K +1,434 +5%
DE
239
Day & Ennis
Georgia
$1.94M -$16.3K -262 -0.8%
RC
240
RegentAtlantic Capital
New Jersey
$1.93M – – –
CS
241
Comerica Securities
Michigan
$1.92M +$382K +6,132 +25%
SFM
242
Signet Financial Management
New Jersey
$1.92M -$45.1K -725 -2%
EA
243
Elm Advisors
California
$1.91M -$25.8K -415 -1%
CAC
244
Certified Advisory Corp
Florida
$1.91M +$394K +6,321 +26%
FEM
245
Fulcrum Equity Management
Texas
$1.91M +$1.91M +30,649 New
LFG
246
Larson Financial Group
Missouri
$1.89M -$83.6K -1,343 -4%
Cerity Partners
247
Cerity Partners
New York
$1.86M -$144K -2,314 -7%
MIS
248
Morningstar Investment Services
Illinois
$1.83M +$42.7K +686 +2%
OC
249
Oppenheimer & Co
New York
$1.82M +$192K +3,079 +12%
ADL
250
Asset Dedication LLC
California
$1.81M +$19.4K +313 +1%
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