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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
Truist Financial
North Carolina
$91.5M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$670M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$80.2M
4
Natixis Advisors
Natixis Advisors
Massachusetts
$68.8M
5
AWM
AE Wealth Management
Kansas
$17.1M

Top Sellers

1
TF
TIAA FSB
Florida
$201M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$16.8M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$143M
4
WA
Wasatch Advisors
Utah
$0
5
BDF
Balasa Dinverno & Foltz
$1.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
326
Wealthcare Capital Management
Virginia
$471K -$15.6K -272 -3%
SBH
327
Segall Bryant & Hamill
Illinois
$456K -$11.4K -200 -2%
PWM
328
Perigon Wealth Management
California
$453K +$39.4K +670 +10%
GAM
329
Gemmer Asset Management
California
$447K +$189K +3,293 +73%
NB
330
Nicolet Bankshares
Wisconsin
$439K – – –
WI
331
WrapManager Inc
California
$438K -$3.05K -53 -0.7%
FIB
332
First Interstate Bank
Montana
$437K – – –
KWM
333
Kingsview Wealth Management
Oregon
$434K +$26.2K +457 +6%
Mirae Asset Global Investments
334
Mirae Asset Global Investments
South Korea
$433K -$456K -7,939 -51%
AC
335
Avestar Capital
New York
$433K -$269K -4,760 -38%
TPWA
336
TRUE Private Wealth Advisors
Oregon
$426K +$9.13K +159 +2%
Rockefeller Capital Management
337
Rockefeller Capital Management
New York
$426K +$64.3K +1,121 +18%
ACA
338
Atlas Capital Advisors
Wyoming
$413K – – –
TFA
339
TPG Financial Advisors
Oregon
$405K -$1.86K -32 -0.5%
WCWM
340
Willow Creek Wealth Management
California
$405K +$15.2K +265 +4%
Carson Wealth (CWM LLC)
341
Carson Wealth (CWM LLC)
Nebraska
$402K -$1.14M -15,341 -74%
PGFC
342
Peapack-Gladstone Financial Corp
New Jersey
$394K – – –
ACS
343
Archford Capital Strategies
Illinois
$393K +$393K +6,840 New
JFGLC
344
Johnson Financial Group LLC (Colorado)
Colorado
$387K -$9.97M -173,420 -96%
WPP
345
Whalerock Point Partners
Rhode Island
$385K +$385K +6,710 New
PP
346
Paloma Partners
Connecticut
$380K +$380K +6,617 New
LNC
347
Lincoln National Corp
Pennsylvania
$378K -$2.07M -36,067 -85%
NL
348
NWAM LLC
Washington
$378K -$12.3K -215 -3%
CB
349
Commerce Bank
Missouri
$378K -$2.58K -45 -0.7%
CA
350
Cornerstone Advisory
Maryland
$375K -$57.4K -1,000 -13%
12 13
14
15 16