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

Top Sellers

1
PAMU
Pictet Asset Management (UK)
United Kingdom
$14.4M
2
Goldman Sachs
Goldman Sachs
New York
$79.3M
3
Franklin Resources
Franklin Resources
California
$38.5M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.99M
5
M&T Bank
M&T Bank
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
251
Global Retirement Partners
California
$1.72M -$1.81K -29 -0.1%
CAM
252
Cresset Asset Management
Illinois
$1.65M -$286K -4,591 -15%
SPIA
253
Steward Partners Investment Advisory
New York
$1.64M +$1.39M +22,309 +546%
IWA
254
Independence Wealth Advisors
Virginia
$1.64M +$152K +2,441 +10%
FLPIM
255
F.L. Putnam Investment Management
Massachusetts
$1.62M +$1.25M +20,003 +330%
PAG
256
Private Advisor Group
New Jersey
$1.58M -$997K -16,009 -39%
WMG
257
WESCAP Management Group
California
$1.57M +$151K +2,431 +11%
NA
258
Nottingham Advisors
New York
$1.57M +$35.6K +572 +2%
Invesco
259
Invesco
Georgia
$1.54M -$75.2K -1,208 -5%
SMG
260
Smart Money Group
Texas
$1.53M +$19.9K +320 +1%
SPC
261
Sigma Planning Corp
Michigan
$1.53M +$235K +3,777 +18%
MFG
262
Merit Financial Group
Georgia
$1.52M -$15.6K -251 -1%
BC
263
Burleson & Co
California
$1.51M -$67K -1,077 -4%
APA
264
American Portfolios Advisors
New York
$1.5M +$71.8K +1,153 +5%
CTA
265
Chesley Taft & Associates
Illinois
$1.49M -$12.5K -200 -0.8%
WCF
266
West Coast Financial
California
$1.49M -$31.2K -500 -2%
GJIC
267
Gamble Jones Investment Counsel
California
$1.45M +$687K +11,031 +90%
CFC
268
Coyle Financial Counsel
Illinois
$1.44M -$8.72K -140 -0.6%
LWA
269
Lenox Wealth Advisors
New York
$1.43M +$14.7K +236 +1%
DADC
270
D.A. Davidson & Co
Montana
$1.42M +$105K +1,678 +8%
FVWA
271
Foster Victor Wealth Advisors
South Carolina
$1.39M +$1.39M +22,406 New
CP
272
Covenant Partners
Tennessee
$1.36M +$1.36M +21,900 New
NEGWA
273
New England Guild Wealth Advisors
Connecticut
$1.36M -$78.4K -1,258 -5%
BDF
274
Balasa Dinverno & Foltz
$1.36M +$43.9K +705 +3%
HCM
275
Hengehold Capital Management
Ohio
$1.35M -$43.3K -695 -3%
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