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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.

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
1
Truist Financial
North Carolina
$91.5M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$670M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$80.2M
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$68.8M
5
AWM
5
AE Wealth Management
Kansas
$17.1M

Top Sellers

1
TF
1
TIAA FSB
Florida
$201M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$16.8M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$143M
4
WA
4
Wasatch Advisors
Utah
$0
5
BDF
5
Balasa Dinverno & Foltz
$1.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
26
Rinet Company
Massachusetts
$39.4M +$1.58M +27,584 +4%
PAMU
27
Pictet Asset Management (UK)
United Kingdom
$36.9M -$574K -10,000 -2%
SB
28
Suntrust Banks
Georgia
$35.7M -$6.39M -111,248 -15%
CG
29
Colony Group
Massachusetts
$33M -$9.59M -166,969 -23%
Fifth Third Bancorp
30
Fifth Third Bancorp
Ohio
$32.7M +$341K +5,931 +1%
MWM
31
Modera Wealth Management
New Jersey
$29.7M +$2.46M +42,887 +9%
Franklin Resources
32
Franklin Resources
California
$28.4M -$19M -330,136 -40%
NYLIM
33
New York Life Investment Management
New York
$24.5M -$3.5M -61,001 -12%
PW
34
Price Wealth
Texas
$24.3M -$176K -3,069 -0.7%
KP
35
Keel Point
Alabama
$23.2M +$413K +7,194 +2%
Wellington Management Group
36
Wellington Management Group
Massachusetts
$23.1M +$8.47M +147,465 +58%
MWM
37
Mission Wealth Management
California
$23M +$1.11M +19,352 +5%
BSW
38
Buckingham Strategic Wealth
Missouri
$22.9M -$3.76M -65,452 -14%
MML Investors Services
39
MML Investors Services
Massachusetts
$22.2M -$1.46M -25,380 -6%
UB
40
UMB Bank
Missouri
$22M +$118K +2,046 +0.5%
LPL Financial
41
LPL Financial
California
$21.7M +$1.02M +17,790 +5%
WSFS
42
Wilmington Savings Fund Society
Delaware
$21.4M +$597K +10,386 +3%
Ameriprise
43
Ameriprise
Minnesota
$20.8M -$961K -16,717 -4%
US Bancorp
44
US Bancorp
Minnesota
$20.5M -$279K -4,854 -1%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$19.4M -$13.9M -242,351 -42%
FWCM
46
Ferguson Wellman Capital Management
Oregon
$19.4M +$507K +8,824 +3%
Stifel Financial
47
Stifel Financial
Missouri
$18.6M +$103K +1,791 +0.6%
AFA
48
American Financial Advisors
Georgia
$18.5M -$3M -52,225 -14%
PL
49
Plancorp LLC
Missouri
$18.4M +$102K +1,775 +0.6%
Brown Advisory
50
Brown Advisory
Maryland
$17.8M -$1.31M -22,806 -7%
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