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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 %
WMG
251
WESCAP Management Group
California
$1.24M +$54.7K +953 +5%
GG
252
Gofen & Glossberg
Illinois
$1.23M -$287 -5 -0%
BAM
253
Baldrige Asset Management
Pennsylvania
$1.22M +$1.22M +21,250 New
AA
254
AlphaMark Advisors
Kentucky
$1.21M +$57.4K +1,000 +5%
LC
255
Lourd Capital
California
$1.18M -$20.5K -357 -2%
CAC
256
Certified Advisory Corp
Florida
$1.11M +$50.5K +880 +5%
GA
257
GFS Advisors
Texas
$1.1M -$21.9K -382 -2%
TFF
258
The Family Firm
Maryland
$1.09M -$42K -731 -4%
DADC
259
D.A. Davidson & Co
Montana
$1.08M -$219K -3,955 -17%
VCM
260
Vivaldi Capital Management
Illinois
$1.05M +$1.05M +18,295 New
MAM
261
Meeder Asset Management
Ohio
$1.04M +$113K +1,975 +12%
LF
262
Lee Financial
Texas
$1.03M +$1.03M +17,887 New
SFS
263
Sowell Financial Services
Arkansas
$1.03M -$249K -4,331 -20%
OFG
264
Omega Financial Group
California
$1.02M +$254K +4,416 +33%
RFWA
265
RPg Family Wealth Advisory
Massachusetts
$980K +$980K +17,060 New
TL
266
TrueWealth LLC
Georgia
$959K +$2.93K +51 +0.3%
MBT
267
Montecito Bank & Trust
California
$927K -$393K -6,849 -30%
MAFM
268
Mid Atlantic Financial Management
Pennsylvania
$926K +$30.8K +536 +3%
RWP
269
RWA Wealth Partners
Massachusetts
$923K -$32.8K -571 -3%
Wealth Enhancement Advisory Services
270
Wealth Enhancement Advisory Services
Minnesota
$921K +$636K +10,753 +223%
APSP
271
Asset Planning Services (Pennsylvania)
Pennsylvania
$919K -$24.4K -425 -3%
PWPS
272
Pinnacle Wealth Planning Services
Ohio
$919K -$7.64K -133 -0.8%
ACM
273
Armbruster Capital Management
New York
$918K – – –
NA
274
NewEdge Advisors
Louisiana
$914K -$106K -1,848 -10%
SFI
275
SPC Financial Inc
Maryland
$899K +$104K +1,816 +13%
9 10
11
12 13