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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 %
APSP
301
Asset Planning Services (Pennsylvania)
Pennsylvania
$951K +$14.6K +240 +2%
PWPS
302
Pinnacle Wealth Planning Services
Ohio
$950K -$18.7K -301 -2%
Citadel Advisors
303
Citadel Advisors
Florida
$939K +$939K +15,083 New
VCM
304
Verde Capital Management
Michigan
$933K +$933K +14,978 New
PA
305
Parallel Advisors
California
$931K -$141K -2,258 -13%
ACM
306
Armbruster Capital Management
New York
$929K -$1.56K -25 -0.2%
PP
307
PagnatoKarp Partners
Virginia
$904K +$5.79K +93 +0.6%
SBH
308
Segall Bryant & Hamill
Illinois
$900K -$8.09K -130 -0.9%
AIM
309
Alhambra Investment Management
Florida
$883K +$883K +14,175 New
A
310
AdvicePeriod
California
$863K -$245K -3,917 -22%
MHS
311
M Holdings Securities
Oregon
$859K +$859K +13,792 New
ODIJL
312
One Day In July LLC
Vermont
$855K +$118K +1,890 +16%
NA
313
NewEdge Advisors
Louisiana
$850K -$567K -9,116 -40%
RFWA
314
RPg Family Wealth Advisory
Massachusetts
$844K -$169K -2,715 -17%
QCM
315
Quest Capital Management
Texas
$842K -$7.98K -128 -0.9%
LAS
316
Lloyd Advisory Services
Georgia
$835K +$835K +13,402 New
DP
317
Denver PWM
Colorado
$834K +$12.8K +203 +2%
JIC
318
Johnson Investment Counsel
Ohio
$831K -$22.6K -363 -3%
CCA
319
Clearwater Capital Advisors
Illinois
$823K -$180K -2,890 -18%
MBT
320
Montecito Bank & Trust
California
$788K -$99.8K -1,603 -11%
DWM
321
Dakota Wealth Management
Florida
$784K -$9.4K -151 -1%
PCM
322
Pointe Capital Management
Michigan
$777K +$67.5K +1,084 +10%
FSC
323
Full Sail Capital
Oklahoma
$775K +$775K +12,546 New
CA
324
Cetera Advisors
Colorado
$765K -$136K -2,180 -15%
CONA
325
Capital One National Association
New York
$753K +$753K +12,085 New
11 12
13
14 15