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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 %
CCA
276
Clearwater Capital Advisors
Illinois
$896K +$804 +14 +0.1%
Fiera Capital (Canada)
277
Fiera Capital (Canada)
Quebec, Canada
$885K +$351K +6,122 +66%
IA
278
Independence Advisors
Pennsylvania
$872K +$43.1K +750 +5%
PI
279
Parkside Investments
Illinois
$805K -$139K -2,415 -15%
PTB
280
Pioneer Trust Bank
Oregon
$783K – – –
LFPWM
281
Leicht Financial Planning & Wealth Management
New Jersey
$782K -$321K -5,582 -29%
DWM
282
Dakota Wealth Management
Florida
$780K -$283K -4,936 -27%
FCFC
283
First Commonwealth Financial Corp
Pennsylvania
$780K +$4.19K +73 +0.5%
DP
284
Denver PWM
Colorado
$778K -$67.3K -1,150 -8%
MIS
285
Morningstar Investment Services
Illinois
$773K -$643K -11,193 -45%
QCM
286
Quest Capital Management
Texas
$754K -$5.17M -90,151 -87%
IWM
287
IHT Wealth Management
Illinois
$746K +$36.2K +630 +5%
JWS
288
Juncture Wealth Strategies
Arizona
$737K -$1.43M -24,948 -66%
FT
289
Fiduciary Trust
Massachusetts
$725K -$11.5K -200 -2%
GJIC
290
Gamble Jones Investment Counsel
California
$705K – – –
PPA
291
Parametric Portfolio Associates
Washington
$691K -$20.6M -357,599 -97%
SLT
292
St Louis Trust
Missouri
$689K – – –
PBO
293
Peoples Bank (Ohio)
Ohio
$684K +$238K +4,134 +53%
AAS
294
Avantax Advisory Services
Texas
$683K +$151K +2,622 +28%
KA
295
Klingman & Associates
New York
$669K – – –
CA
296
Cetera Advisors
Colorado
$662K -$14K -245 -2%
CBFP
297
Cedar Brook Financial Partners
Ohio
$659K +$118K +2,057 +22%
MFT
298
Moisand Fitzgerald Tamayo
Florida
$657K +$4.19K +73 +0.6%
ODIJL
299
One Day In July LLC
Vermont
$652K +$10.7K +186 +2%
MCM
300
Manchester Capital Management
Vermont
$646K – – –
10 11
12
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