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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 %
FIB
351
First Interstate Bank
Montana
$374K – – –
MFG
352
MidWestOne Financial Group
Iowa
$370K – – –
EK
353
Evensky & Katz
Florida
$368K +$16.3K +284 +5%
AFS
354
Access Financial Services
Minnesota
$356K – – –
ACS
355
Archford Capital Strategies
Illinois
$354K -$54.7K -956 -13%
MFG
356
Magnus Financial Group
New York
$353K +$44.4K +776 +14%
RJT
357
Raymond James Trust
Florida
$351K -$26.3K -460 -7%
PEA
358
Pacific Edge Advisors
California
$350K – – –
FLPIM
359
F.L. Putnam Investment Management
Massachusetts
$347K -$151K -2,643 -30%
CA
360
Cornerstone Advisory
Maryland
$333K -$36.8K -642 -10%
PI
361
Parkside Investments
Illinois
$331K -$384K -6,705 -54%
CMP
362
Courage Miller Partners
Virginia
$327K -$14K -244 -4%
IA
363
IFG Advisory
Georgia
$325K +$325K +5,690 New
TCM
364
Tufton Capital Management
Maryland
$320K -$4.57K -80 -1%
LNC
365
Lincoln National Corp
Pennsylvania
$319K -$17.2K -300 -5%
FA
366
FMA Advisory
Pennsylvania
$317K – – –
AA
367
Ancora Advisors
Ohio
$317K – – –
EWA
368
EP Wealth Advisors
California
$308K +$308K +5,380 New
TCM
369
Traynor Capital Management
Pennsylvania
$303K -$11K -193 -4%
NCM
370
Next Capital Management
New York
$302K -$59.7K -1,043 -17%
AEPG
371
American Economic Planning Group
New Jersey
$302K – – –
CFB
372
Cullen/Frost Bankers
Texas
$298K +$298K +5,206 New
MSAM
373
Moloney Securities Asset Management
Missouri
$296K -$287 -5 -0.1%
LFPWM
374
Leicht Financial Planning & Wealth Management
New Jersey
$295K -$277K -4,838 -48%
FWM
375
Frontier Wealth Management
Missouri
$295K -$34.9K -610 -11%
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15
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