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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 %
VIM
301
Vista Investment Management
Pennsylvania
$645K +$26.2K +456 +4%
PCM
302
Pointe Capital Management
Michigan
$635K +$98.9K +1,721 +18%
CA
303
Cumberland Advisors
Florida
$622K – – –
JIC
304
Johnson Investment Counsel
Ohio
$619K -$6.54K -114 -1%
TI
305
Truepoint Inc
Ohio
$607K +$7.47K +130 +1%
CFD
306
Creative Financial Designs
Indiana
$597K -$60.7K -1,058 -9%
AI
307
Atria Investments
North Carolina
$591K -$708K -12,329 -55%
KM
308
Kalos Management
Georgia
$584K -$144K -2,512 -20%
LYV
309
Live Your Vision
Pennsylvania
$583K +$4.74K +80 +0.8%
PP
310
Prudential plc
United Kingdom
$580K +$40.2K +700 +7%
WAM
311
Wealthspire Advisors (Maryland)
Maryland
$573K +$70.5K +1,227 +14%
AL
312
Aspiriant LLC
California
$561K -$791K -13,783 -59%
FC
313
Financial Consulate
Maryland
$561K +$285K +4,965 +103%
KCPG
314
Kavar Capital Partners Group
Kansas
$559K -$7.07K -123 -1%
PP
315
PagnatoKarp Partners
Virginia
$555K -$10.5M -182,630 -95%
DC
316
Davenport & Co
Virginia
$555K -$8.61K -150 -2%
RCM
317
RNC Capital Management
California
$551K -$453K -7,900 -45%
FLPIM
318
F.L. Putnam Investment Management
Massachusetts
$546K – – –
HSA
319
HBK Sorce Advisory
Pennsylvania
$542K -$732K -12,733 -57%
AFM
320
Andesa Financial Management
Pennsylvania
$504K +$238K +4,138 +90%
PFM
321
Peak Financial Management
Massachusetts
$493K +$26.1K +455 +6%
NWM
322
Northwest Wealth Management
Iowa
$486K +$9.54K +166 +2%
TA
323
Townsend & Associates
Colorado
$486K +$29.4K +513 +6%
VC
324
Vicus Capital
Pennsylvania
$481K -$103K -1,794 -18%
SWM
325
SVA Wealth Management
Wisconsin
$472K -$96.9K -1,688 -17%
11 12
13
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