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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 %
FHA
326
First Horizon Advisors
Tennessee
$745K +$51.3K +824 +7%
AI
327
Atria Investments
North Carolina
$739K -$234K -3,761 -24%
KA
328
Klingman & Associates
New York
$738K +$12.2K +196 +2%
ACA
329
Atlas Capital Advisors
Wyoming
$737K -$39.2K -629 -5%
Deutsche Bank
330
Deutsche Bank
Germany
$728K -$149K -2,387 -17%
PEA
331
Pacific Edge Advisors
California
$720K +$339K +5,450 +89%
VIM
332
Vista Investment Management
Pennsylvania
$711K +$22.2K +357 +3%
WA
333
WP Advisors
California
$708K +$4.05K +65 +0.6%
HSA
334
HBK Sorce Advisory
Pennsylvania
$705K -$242K -3,888 -26%
CB
335
Commerce Bank
Missouri
$700K +$185K +2,979 +36%
NFP
336
Narus Financial Partners
Utah
$693K +$143K +2,300 +26%
PC
337
Premise Capital
Illinois
$685K – – –
9WM
338
9258 Wealth Management
Ohio
$675K +$675K +10,836 New
JFGLC
339
Johnson Financial Group LLC (Colorado)
Colorado
$675K +$675K +10,839 New
LF
340
Lee Financial
Texas
$670K -$234K -3,764 -26%
ACS
341
Archford Capital Strategies
Illinois
$667K +$282K +4,530 +73%
MFT
342
Moisand Fitzgerald Tamayo
Florida
$655K +$2.12K +34 +0.3%
Rockefeller Capital Management
343
Rockefeller Capital Management
New York
$654K +$219K +3,522 +51%
TI
344
Truepoint Inc
Ohio
$650K – – –
PTB
345
Pioneer Trust Bank
Oregon
$643K – – –
MCM
346
Manchester Capital Management
Vermont
$638K – – –
CMO
347
Covenant Multifamily Offices
Texas
$634K +$298K +3,440 +89%
BFA
348
Beaumont Financial Advisors
Massachusetts
$611K +$188K +3,011 +44%
PP
349
Prudential plc
United Kingdom
$609K +$11.2K +180 +2%
IA
350
IFG Advisors
Missouri
$606K +$36.9K +593 +6%
12 13
14
15 16