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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 %
PEA
351
Pacific Edge Advisors
California
$374K -$990K -17,250 -73%
MFGP
352
Marshall Financial Group (Pennsylvania)
Pennsylvania
$370K -$89.5K -1,558 -19%
RJT
353
Raymond James Trust
Florida
$367K +$3.5K +61 +1%
NCM
354
Next Capital Management
New York
$363K -$47.1K -820 -11%
EK
355
Evensky & Katz
Florida
$355K +$355K +6,181 New
BFG
356
Barber Financial Group
Kansas
$348K -$7.88K -137 -2%
Nuveen Asset Management
357
Nuveen Asset Management
Illinois
$345K – – –
CCA
358
Cobblestone Capital Advisors
New York
$343K -$10.4K -181 -3%
FNT
359
First National Trust
Pennsylvania
$334K +$334K +5,816 New
FWM
360
Frontier Wealth Management
Missouri
$331K -$800K -13,939 -71%
EVM
361
Eaton Vance Management
Massachusetts
$331K +$3.68K +64 +1%
FA
362
FMA Advisory
Pennsylvania
$328K – – –
AWP
363
Ascent Wealth Partners
New York
$327K +$6.62K +115 +2%
CMP
364
Courage Miller Partners
Virginia
$326K +$4.36K +76 +1%
AOWM
365
Alpha Omega Wealth Management
Virginia
$325K +$402 +7 +0.1%
AA
366
Ancora Advisors
Ohio
$319K – – –
TCM
367
Tufton Capital Management
Maryland
$316K -$5.45K -95 -2%
SBL
368
Sargent Bickham Lagudis
Colorado
$313K +$117K +2,037 +60%
TCM
369
Traynor Capital Management
Pennsylvania
$309K -$56.2K -980 -15%
BC
370
Bartlett & Co
Ohio
$306K – – –
BCWM
371
Bartlett & Co Wealth Management
Ohio
$306K – – –
AEPG
372
American Economic Planning Group
New Jersey
$303K -$21.6K -376 -7%
MHS
373
M Holdings Securities
Oregon
$302K -$6.04K -105 -2%
MSAM
374
Moloney Securities Asset Management
Missouri
$294K -$25.2K -439 -8%
MFG
375
Magnus Financial Group
New York
$288K +$9.81K +171 +4%
13 14
15
16 17