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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 %
SFA
276
Sequoia Financial Advisors
Ohio
$1.34M -$18K -289 -1%
MFS
277
Madrona Financial Services
Washington
$1.32M +$10.1K +162 +0.8%
BAM
278
Baldrige Asset Management
Pennsylvania
$1.31M -$42.9K -689 -3%
MAFM
279
Mid Atlantic Financial Management
Pennsylvania
$1.3M +$179K +2,873 +16%
NFG
280
Nations Financial Group
Iowa
$1.28M +$35.4K +569 +3%
GG
281
Gofen & Glossberg
Illinois
$1.26M +$31K +497 +3%
TFF
282
The Family Firm
Maryland
$1.25M +$9.03K +145 +0.7%
ATC
283
Argent Trust Co
Tennessee
$1.22M +$24.5K +394 +2%
CA
284
Crewe Advisors
Utah
$1.22M +$967K +15,522 +389%
ST
285
Sentinel Trust
Texas
$1.2M – – –
CFD
286
Creative Financial Designs
Indiana
$1.2M +$441K +7,016 +58%
AA
287
AlphaMark Advisors
Kentucky
$1.18M -$65.4K -1,050 -5%
Nuveen Asset Management
288
Nuveen Asset Management
Illinois
$1.17M -$274K -4,400 -19%
OFG
289
Omega Financial Group
California
$1.15M -$11.3K -182 -1%
RWA
290
Ropes Wealth Advisors
Massachusetts
$1.15M -$46.2K -742 -4%
GA
291
GFS Advisors
Texas
$1.14M -$44.1K -708 -4%
BWL
292
Bogart Wealth LLC
Virginia
$1.12M +$1.07M +17,237 +2,616%
IWM
293
IHT Wealth Management
Illinois
$1.08M +$168K +2,697 +18%
SGA
294
Strategic Global Advisors
California
$1.06M +$343K +5,498 +48%
PWAG
295
Polaris Wealth Advisory Group
California
$1.06M +$416K +6,677 +65%
AFAS
296
Acorn Financial Advisory Services
Virginia
$1.06M +$1.06M +16,954 New
AP
297
Adero Partners
California
$1.02M +$1.02M +16,290 New
TL
298
TrueWealth LLC
Georgia
$977K -$18.3K -294 -2%
PWM
299
PBMares Wealth Management
Virginia
$971K +$971K +15,588 New
CM
300
Columbus Macro
Pennsylvania
$970K +$970K +15,575 New
10 11
12
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