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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 %
AWM
376
Aries Wealth Management
Maine
$481K -$12.4K -200 -3%
WCWM
377
Willow Creek Wealth Management
California
$469K -$174K -2,789 -27%
CFB
378
Cullen/Frost Bankers
Texas
$466K +$142K +2,273 +44%
NB
379
Nicolet Bankshares
Wisconsin
$463K +$42.4K +681 +10%
NA
380
Navellier & Associates
Nevada
$459K +$459K +7,372 New
RJT
381
Raymond James Trust
Florida
$458K +$75.7K +1,214 +20%
CWA
382
Capital Wealth Alliance
Arizona
$447K +$447K +7,467 New
CBFP
383
Cedar Brook Financial Partners
Ohio
$446K -$150K -2,413 -25%
FCFC
384
First Commonwealth Financial Corp
Pennsylvania
$441K -$68.9K -1,107 -14%
WI
385
WrapManager Inc
California
$438K +$2.99K +48 +0.7%
FAT
386
First American Trust
California
$435K +$435K +6,984 New
PGFC
387
Peapack-Gladstone Financial Corp
New Jersey
$428K +$6.79K +109 +2%
WS
388
Wedbush Securities
California
$423K -$3.36K -54 -0.8%
WCM
389
Wealthcare Capital Management
Virginia
$422K -$13.3K -213 -3%
WPP
390
Whalerock Point Partners
Rhode Island
$417K – – –
CCA
391
Cobblestone Capital Advisors
New York
$416K -$5.55K -89 -1%
MFGP
392
Marshall Financial Group (Pennsylvania)
Pennsylvania
$414K +$7.16K +115 +2%
TFA
393
TPG Financial Advisors
Oregon
$404K -$15.8K -254 -4%
MFG
394
MidWestOne Financial Group
Iowa
$402K – – –
Carson Wealth (CWM LLC)
395
Carson Wealth (CWM LLC)
Nebraska
$402K – – –
FT
396
Fiduciary Trust
Massachusetts
$402K +$148K +2,378 +58%
EWA
397
EP Wealth Advisors
California
$399K +$64.3K +1,033 +19%
BUB
398
BBVA USA Bancshares
Texas
$389K +$389K +6,238 New
RHBC
399
R.H. Bluestein & Co
Michigan
$387K +$387K +6,210 New
EC
400
Estate Counselors
Wisconsin
$383K +$383K +6,150 New
14 15
16
17 18