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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 %
PC
301
Premise Capital
Illinois
$629K +$629K +10,994 New
VC
302
Vicus Capital
Pennsylvania
$610K -$34.5K -602 -5%
FC
303
Financial Consulate
Maryland
$603K +$26.7K +466 +5%
MFT
304
Moisand Fitzgerald Tamayo
Florida
$600K -$16.2K -283 -3%
TI
305
Truepoint Inc
Ohio
$597K -$7.44K -130 -1%
PTB
306
Pioneer Trust Bank
Oregon
$591K -$189K -3,300 -24%
WCWM
307
Willow Creek Wealth Management
California
$591K -$6.87K -120 -1%
MCM
308
Manchester Capital Management
Vermont
$586K – – –
AL
309
Aspiriant LLC
California
$578K +$56.1K +978 +11%
PWAG
310
Polaris Wealth Advisory Group
California
$575K +$575K +10,286 New
WAM
311
Wealthspire Advisors (Maryland)
Maryland
$566K -$4.41K -77 -0.8%
PP
312
Prudential plc
United Kingdom
$549K +$80.1K +1,400 +17%
CBFP
313
Cedar Brook Financial Partners
Ohio
$548K -$136K -2,373 -20%
CA
314
Cumberland Advisors
Florida
$537K -$9.16K -160 -2%
KCPG
315
Kavar Capital Partners Group
Kansas
$534K – – –
IA
316
IFG Advisors
Missouri
$523K +$523K +9,133 New
RCM
317
RNC Capital Management
California
$521K – – –
KWM
318
Kingsview Wealth Management
Oregon
$514K +$88.1K +1,538 +21%
DC
319
Davenport & Co
Virginia
$513K – – –
PFM
320
Peak Financial Management
Massachusetts
$513K +$24K +420 +5%
NWM
321
Northwest Wealth Management
Iowa
$511K -$26.4K -461 -5%
KM
322
Kalos Management
Georgia
$510K -$216K -3,784 -30%
NFP
323
Narus Financial Partners
Utah
$505K +$5.32K +93 +1%
VFPI
324
Vantage Financial Partners (Illinois)
Illinois
$504K +$80.1K +1,400 +19%
PBO
325
Peoples Bank (Ohio)
Ohio
$497K -$97.6K -1,706 -16%
11 12
13
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