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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

519 hedge funds and large institutions have $5.99B invested in iShares MSCI EAFE Small-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 173 increasing their positions, 217 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
-2
Holders Change %
-0.38%
% of All Funds
11.4%
Holding in Top 10
41
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.9%
New
45
Increased
173
Reduced
217
Closed
41
Calls
$944K
Puts
$1.61M
Net Calls
-$662K
Net Calls Change
-$662K

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$157M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$185M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$730M
4
Goldman Sachs
Goldman Sachs
New York
$99.4M
5
CRCP
Copper Rock Capital Partners
Massachusetts
$19.6M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$13.5M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$3.88M
3
AC
Allstate Corporation
Illinois
$176M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$5.4M
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
251
Nations Financial Group
Iowa
$1.19M +$1.19M +19,946 New
AAS
252
Avantax Advisory Services
Texas
$1.18M +$125K +2,191 +12%
HC
253
HNP Capital
New York
$1.18M -$1.58M -28,155 -57%
TFF
254
The Family Firm
Maryland
$1.14M +$39.7K +694 +4%
AA
255
AlphaMark Advisors
Kentucky
$1.14M – – –
GG
256
Gofen & Glossberg
Illinois
$1.12M -$61.5K -1,075 -5%
ST
257
Sentinel Trust
Texas
$1.11M +$1.11M +19,300 New
RWA
258
Ropes Wealth Advisors
Massachusetts
$1.09M -$89.3K -1,560 -8%
ATC
259
Argent Trust Co
Tennessee
$1.09M +$74.2K +1,297 +7%
GA
260
GFS Advisors
Texas
$1.09M +$52.5K +917 +5%
OFG
261
Omega Financial Group
California
$1.07M +$65.2K +1,139 +7%
MAFM
262
Mid Atlantic Financial Management
Pennsylvania
$1.03M +$22.1K +387 +2%
A
263
AdvicePeriod
California
$1.01M -$652K -11,380 -39%
PA
264
Parallel Advisors
California
$985K +$300K +5,241 +44%
RFWA
265
RPg Family Wealth Advisory
Massachusetts
$931K -$17.5K -305 -2%
CCA
266
Clearwater Capital Advisors
Illinois
$922K -$66.2K -1,157 -7%
TL
267
TrueWealth LLC
Georgia
$914K +$193K +3,376 +27%
AI
268
Atria Investments
North Carolina
$894K +$391K +6,840 +78%
PWPS
269
Pinnacle Wealth Planning Services
Ohio
$890K -$6.58K -115 -0.7%
IA
270
Independence Advisors
Pennsylvania
$885K +$16.2K +283 +2%
APSP
271
Asset Planning Services (Pennsylvania)
Pennsylvania
$879K -$48.9K -854 -5%
HSA
272
HBK Sorce Advisory
Pennsylvania
$871K -$40.5K -708 -4%
ACM
273
Armbruster Capital Management
New York
$856K -$23.8K -415 -3%
IWM
274
IHT Wealth Management
Illinois
$839K +$100K +1,754 +14%
SBH
275
Segall Bryant & Hamill
Illinois
$833K -$8.62K -151 -1%
9 10
11
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