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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 %
UBS AM
426
UBS AM
Illinois
$106K +$96.6K +1,681 +1,001%
AF
427
Advisornet Financial
Minnesota
$105K -$2.63K -46 -2%
CMO
428
Covenant Multifamily Offices
Texas
$100K +$100K +1,746 New
PB
429
Pinnacle Bancorp
Nebraska
$99K – – –
OWD
430
Osborn Williams & Donohoe
Ohio
$94K +$94K +1,600 New
NFG
431
Next Financial Group
Texas
$93K +$20.6K +358 +28%
NFH
432
NEXT Financial Holdings
Texas
$93K +$93K +1,617 New
SMFS
433
Squar Milner Financial Services
California
$88K – – –
1IA
434
1834 Investment Advisors
Wisconsin
$87K – – –
MA
435
MUFG Americas
New York
$83K -$31.5K -550 -28%
TVWM
436
Tower View Wealth Management
Wisconsin
$77K -$1.46M -25,209 -95%
EARNEST Partners
437
EARNEST Partners
Georgia
$70K – – –
JFA
438
JNBA Financial Advisors
Minnesota
$65K +$18.8K +330 +41%
FRA
439
Front Row Advisors
California
$63K -$5.23K -91 -8%
IBOK
440
Independence Bank of Kentucky
Kentucky
$62K – – –
SFSIG
441
San Francisco Sentry Investment Group
California
$59K – – –
GWS
442
Glassman Wealth Services
Virginia
$58K – – –
KPCM
443
Kings Point Capital Management
New York
$57K – – –
CBT
444
Capital Bank & Trust
California
$50K -$32.8K -575 -40%
BRC
445
Bell Rock Capital
Delaware
$50K -$20.6K -377 -29%
DAM
446
Delta Asset Management
Tennessee
$50K +$50K +876 New
PFO
447
Pathstone Family Office
New Jersey
$48K – – –
GI
448
Gradient Investments
Minnesota
$48K +$24.3K +424 +103%
WT
449
Whittier Trust
California
$46K – – –
BCI
450
Brinker Capital Investments
Pennsylvania
$46K +$5.2K +91 +13%
16 17
18
19 20