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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
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 %
WCM
501
WealthBridge Capital Management
Ohio
$7K – – –
WA
502
WP Advisors
California
$6.44K -$219 -381 -3%
DSC
503
Duncker Streett & Co
Missouri
$6K – – –
EI
504
Ellevest Inc
New York
$6K – – –
GWMIA
505
Global Wealth Management Investment Advisory
Florida
$6K +$6K +99 New
SEI Investments
506
SEI Investments
Pennsylvania
$5K -$316K -5,378 -98%
GCM
507
Gables Capital Management
Florida
$5K – – –
AIC
508
Ameritas Investment Company
Nebraska
$5K +$5K +90 New
NL
509
NVWM LLC
Pennsylvania
$4K – – –
Simplex Trading
510
Simplex Trading
Illinois
$4K +$1.59K +31 +66%
TRCT
511
Tower Research Capital (TRC)
New York
$4K +$4K +67 New
IAS
512
IMA Advisory Services
Colorado
$2K – – –
MIM
513
Macroview Investment Management
Maryland
$2K – – –
CHP
514
Cable Hill Partners
Oregon
$2K – – –
FC
515
Ferris Capital
Massachusetts
$2K +$2K +35 New
CB
516
Community Bank
New York
$1K -$600K -15,000 -100%
SAM
517
Shamrock Asset Management
Texas
$1K -$23.1K -323 -96%
FCAS
518
First Command Advisory Services
Texas
$1K – – –
AIA
519
Armor Investment Advisors
North Carolina
$1K – – –
SFG
520
SevenBridge Financial Group
Pennsylvania
$1K – – –
HGWM
521
Harvest Group Wealth Management
Massachusetts
$1K +$1K +26 New
Koshinski Asset Management
522
Koshinski Asset Management
Illinois
$268 +$268 +4,616 New
WA
523
Wasatch Advisors
Utah
– -$21M -405,000 Closed
Mackenzie Financial
524
Mackenzie Financial
Ontario, Canada
– -$10.3M -199,660 Closed
P
525
Pitcairn
Pennsylvania
– -$10.3M -199,211 Closed
19 20
21
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