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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 %
FFC
451
First Financial Corp
Indiana
$43K – – –
MWC
452
MKD Wealth Coaches
Michigan
$42K +$570 +10 +1%
TFS
453
TrustCore Financial Services
Tennessee
$41K +$41K +713 New
EFSCE
454
Enterprise Financial Services Corp (EFSC)
Missouri
$40K -$2.02K -35 -5%
TFA
455
Toth Financial Advisory
Virginia
$40K – – –
BWL
456
Bogart Wealth LLC
Virginia
$37K +$6.18K +110 +20%
IA
457
IFP Advisors
Florida
$36K -$258K -4,522 -88%
QAM
458
QCI Asset Management
New York
$35K – – –
VCM
459
Vigilant Capital Management
Maine
$34K -$39K -689 -53%
AIP
460
Ameritas Investment Partners
Nebraska
$34K -$1.19K -21 -3%
MFBTD
461
MB Financial Bank - Trust Department
Illinois
$34K – – –
BWA
462
BDO Wealth Advisors
Florida
$34K +$1.98K +35 +6%
WP
463
WealthShield Partners
North Carolina
$33K -$10.8K -188 -25%
FHA
464
Flagship Harbor Advisors
Massachusetts
$30K +$10.9K +191 +57%
HNB
465
Huntington National Bank
Ohio
$29K -$32K – –
CIAS
466
Capital Investment Advisory Services
North Carolina
$29K – – –
WB
467
Webster Bank
Connecticut
$29K – – –
Barclays
468
Barclays
United Kingdom
$27K -$15.7K -276 -37%
WTB
469
Washington Trust Bank
Washington
$27K -$1.44K -25 -5%
OIA
470
OneDigital Investment Advisors
Kansas
$25K – – –
SSB
471
Sandy Spring Bank
Maryland
$24K – – –
CFGS
472
Concourse Financial Group Securities
Alabama
$24K +$9.65K +172 +67%
GSWM
473
Golden State Wealth Management
California
$24K +$24K +413 New
SWM
474
SeaCrest Wealth Management
New York
$23K -$25.2K -439 -52%
AIM
475
Advantage Investment Management
Iowa
$21K – – –
17 18
19
20 21