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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 %
MA
476
Mutual Advisors
Nebraska
$209K -$198K -3,183 -49%
PWM
477
Perigon Wealth Management
California
$209K +$209K +3,360 New
IWP
478
Icon Wealth Partners
Texas
$209K +$209K +3,362 New
SWP
479
Stratos Wealth Partners
Ohio
$208K +$208K +3,344 New
SI
480
Stephens Inc
Arkansas
$204K +$204K +3,280 New
NGA
481
Naples Global Advisors
Florida
$203K +$203K +3,256 New
HFA
482
Huber Financial Advisors
Illinois
$203K +$203K +3,265 New
FIMS
483
FBL Investment Management Services
Iowa
$198K – – –
EIP
484
Ellis Investment Partners
Pennsylvania
$195K -$3.39K -54 -2%
EK
485
Evensky & Katz
Florida
$181K -$218K -3,508 -55%
CAL
486
Capital Advisors Ltd
Ohio
$177K +$20.4K +328 +13%
AP
487
Atwood & Palmer
Missouri
$172K – – –
TC
488
Trust Company
Kansas
$170K – – –
MWP
489
MYCIO Wealth Partners
Pennsylvania
$170K +$2.48K +40 +1%
AF
490
Advisornet Financial
Minnesota
$161K +$34.4K +553 +27%
NFG
491
Next Financial Group
Texas
$152K -$7.38K -118 -5%
AIC
492
Ameritas Investment Company
Nebraska
$152K +$32.7K +526 +27%
MPCG
493
Matrix Private Capital Group
New York
$150K +$150K +2,410 New
CIR
494
Clear Investment Research
Georgia
$142K -$26.1K -502 -16%
Legal & General Group
495
Legal & General Group
United Kingdom
$123K -$142K -2,275 -54%
GAM
496
Gemmer Asset Management
California
$108K -$5.93K -95 -5%
PFGIA
497
Patriot Financial Group Insurance Agency
Massachusetts
$108K +$20.6K +330 +24%
PB
498
Pinnacle Bancorp
Nebraska
$107K – – –
Bessemer Group
499
Bessemer Group
New Jersey
$100K -$144K -2,315 -59%
NPP
500
New Potomac Partners
Maryland
$99K – – –
18 19
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