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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 %
CA
376
Crewe Advisors
Utah
$283K +$6.78K +118 +2%
Susquehanna International Group
377
Susquehanna International Group
Pennsylvania
$282K -$36.8K -639 -12%
CB
378
Chemical Bank
Michigan
$282K +$282K +4,909 New
DAS
379
Dynamic Advisor Solutions
Arizona
$280K -$31.1K -542 -10%
SFS
380
Summit Financial Strategies
Ohio
$275K +$10.6K +184 +4%
AWM
381
Aries Wealth Management
Maine
$271K -$10.6K -185 -4%
EA
382
Evergreen Advisors
Tennessee
$264K -$10.1K -175 -4%
DPI
383
Diversified Portfolios Inc
Michigan
$264K – – –
BRWM
384
B. Riley Wealth Management
Tennessee
$264K +$10.7K +186 +4%
FCA
385
FLC Capital Advisors
California
$263K -$2.55M -44,530 -91%
Bessemer Group
386
Bessemer Group
New Jersey
$263K +$20.8K +362 +9%
WS
387
Wedbush Securities
California
$259K +$259K +4,516 New
AWM
388
Altium Wealth Management
New York
$258K – – –
AB
389
AT Bancorp
Iowa
$256K -$185K -3,218 -42%
CAPTRUST Financial Advisors
390
CAPTRUST Financial Advisors
North Carolina
$255K +$115K +2,005 +82%
CRC
391
Curi RMB Capital
Illinois
$254K -$5.64M -98,015 -96%
AFP
392
Ausdal Financial Partners
Iowa
$250K – – –
BWP
393
BSW Wealth Partners
Colorado
$245K -$8.65M -150,633 -97%
AWA
394
Arete Wealth Advisors
Illinois
$242K – – –
EIP
395
Ellis Investment Partners
Pennsylvania
$235K -$44.9K -773 -16%
CCM
396
Colorado Capital Management
Colorado
$230K -$1.72K -30 -0.7%
TC
397
Trust Company
Kansas
$229K -$230 -4 -0.1%
MA
398
Mutual Advisors
Nebraska
$228K +$228K +3,972 New
MI
399
Moneywise Inc
Virginia
$223K -$32.1K -492 -13%
PSG
400
Planning Solutions Group
Maryland
$222K +$222K +3,866 New
14 15
16
17 18