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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 %
SFS
426
Summit Financial Strategies
Ohio
$306K +$2.49K +40 +0.8%
SBL
427
Sargent Bickham Lagudis
Colorado
$300K -$14.1K -227 -5%
DAS
428
Dynamic Advisor Solutions
Arizona
$299K +$36.2K +582 +14%
RSWM
429
Robertson Stephens Wealth Management
California
$296K -$577K -9,277 -66%
EA
430
Evergreen Advisors
Tennessee
$296K +$5.91K +95 +2%
GAB
431
German American Bancorp
Indiana
$293K – – –
TNB
432
TCF National Bank
South Dakota
$290K -$27.1K -435 -9%
FC
433
Financial Consulate
Maryland
$284K -$373K -5,985 -57%
PI
434
Parkside Investments
Illinois
$284K -$75.3K -1,210 -21%
CAPTRUST Financial Advisors
435
CAPTRUST Financial Advisors
North Carolina
$281K – – –
EWM
436
Evercore Wealth Management
New York
$280K – – –
LFPWM
437
Leicht Financial Planning & Wealth Management
New Jersey
$277K -$44.7K -717 -14%
FNT
438
First National Trust
Pennsylvania
$274K -$12K -192 -4%
CAG
439
Csenge Advisory Group
Florida
$274K +$274K +4,394 New
CRC
440
Curi RMB Capital
Illinois
$272K – – –
RFC
441
Regions Financial Corp
Alabama
$268K +$30K +480 +13%
GIA
442
Gladstone Institutional Advisory
Florida
$264K -$1.87K -30 -0.7%
IIC
443
Integrated Investment Consultants
Michigan
$264K +$264K +4,247 New
JWCA
444
J.W. Cole Advisors
Florida
$262K +$262K +4,203 New
SMC
445
Smith, Moore & Co
Missouri
$261K +$41.8K +670 +19%
NCM
446
Next Capital Management
New York
$258K -$70.4K -1,130 -21%
TT
447
TI-Trust
Illinois
$257K +$257K +4,126 New
DPI
448
Diversified Portfolios Inc
Michigan
$255K -$30.9K -496 -11%
FAAM
449
First Ascent Asset Management
Colorado
$252K +$252K +4,046 New
KFI
450
Key Financial Inc
Pennsylvania
$247K +$247K +3,963 New
16 17
18
19 20