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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 %
BOS
451
Bingham Osborn & Scarborough
California
$246K +$3.93K +63 +2%
PCA
452
Personal Capital Advisors
California
$242K +$4.73K +76 +2%
BAC
453
Boys Arnold & Co
North Carolina
$238K -$9.34K -150 -4%
TFO
454
Tarbox Family Office
California
$238K – – –
IAN
455
Integrated Advisors Network
Texas
$236K +$236K +3,786 New
PA
456
PFG Advisors
Arizona
$235K -$557 -9 -0.2%
HR
457
Howe & Rusling
New York
$235K +$50.3K +809 +27%
MI
458
Moneywise Inc
Virginia
$233K -$13.7K -239 -6%
CST
459
Charles Schwab Trust
Nevada
$233K – – –
FIM
460
Frontier Investment Management
Texas
$233K +$233K +3,740 New
AAP
461
Arax Advisory Partners
Colorado
$232K +$162K +2,597 +231%
CCM
462
Colorado Capital Management
Colorado
$231K -$8.7K -140 -4%
MF
463
Manchester Financial
California
$231K -$7.59K -122 -3%
SF
464
Synovus Financial
Georgia
$230K -$40K -640 -15%
MC
465
Matisse Capital
Oregon
$230K – – –
SCM
466
Stonehearth Capital Management
Massachusetts
$226K +$226K +3,634 New
SIC
467
Samalin Investment Counsel
New York
$225K +$225K +3,614 New
PWS
468
Peloton Wealth Strategists
Indiana
$224K -$1.49M -23,883 -87%
VFA
469
Valeo Financial Advisors
Indiana
$223K +$3.31K +53 +2%
APWM
470
Atlas Private Wealth Management
New York
$222K +$222K +3,558 New
HIS
471
Horizon Investment Services
Indiana
$222K +$222K +3,559 New
FFN
472
Focus Financial Network
Minnesota
$220K +$220K +3,540 New
IAA
473
Independent Advisor Alliance
North Carolina
$219K +$219K +3,517 New
AWM
474
AllSquare Wealth Management
New York
$218K – – –
IC
475
IEQ Capital
California
$214K +$214K +3,430 New
17 18
19
20 21