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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 %
AWM
401
AllSquare Wealth Management
New York
$221K -$15.3K -266 -6%
SHWM
402
Smith & Howard Wealth Management
Georgia
$220K +$220K +3,836 New
TFO
403
Tarbox Family Office
California
$219K – – –
SWP
404
Stratos Wealth Partners
Ohio
$218K -$179K -3,112 -45%
BAC
405
Boys Arnold & Co
North Carolina
$218K +$218K +3,792 New
SAM
406
Summit Asset Management
Tennessee
$218K +$218K +3,802 New
HFA
407
Huber Financial Advisors
Illinois
$208K +$208K +3,616 New
GIA
408
Gladstone Institutional Advisory
Florida
$207K -$23.5K -410 -10%
RFC
409
Regions Financial Corp
Alabama
$203K +$10.6K +185 +6%
SMC
410
Smith, Moore & Co
Missouri
$202K +$202K +3,517 New
CWM
411
Cornerstone Wealth Management
Missouri
$200K +$200K +815 New
VFA
412
Valeo Financial Advisors
Indiana
$197K – – –
IWP
413
Icon Wealth Partners
Texas
$193K – – –
Marshall Wace
414
Marshall Wace
United Kingdom
$189K +$189K +3,296 New
HR
415
Howe & Rusling
New York
$183K +$14.3K +249 +8%
SF
416
Synovus Financial
Georgia
$162K -$12K -209 -7%
CAL
417
Capital Advisors Ltd
Ohio
$161K -$5.29K -92 -3%
CIR
418
Clear Investment Research
Georgia
$157K -$4.53K -79 -3%
BUB
419
BBVA USA Bancshares
Texas
$148K -$115 -2 -0.1%
RCG
420
Ruggie Capital Group
Florida
$139K -$473K -8,209 -77%
LFA
421
Legacy Financial Advisors
Kentucky
$138K -$18.4K -321 -12%
Legal & General Group
422
Legal & General Group
United Kingdom
$134K -$43.7K -760 -25%
FNC
423
First National Corp
Massachusetts
$119K +$19.7K +343 +20%
NPP
424
New Potomac Partners
Maryland
$117K – – –
TWA
425
TCI Wealth Advisors
Arizona
$111K +$61.2K +1,069 +123%
15 16
17
18 19