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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 %
IA
501
IFP Advisors
Florida
$91K -$48.2K -773 -35%
DAM
502
Delta Asset Management
Tennessee
$79K – – –
CBT
503
Capital Bank & Trust
California
$76K – – –
EARNEST Partners
504
EARNEST Partners
Georgia
$76K – – –
RFA
505
Reilly Financial Advisors
California
$75K – – –
MA
506
MUFG Americas
New York
$73K – – –
JFA
507
JNBA Financial Advisors
Minnesota
$71K – – –
HF
508
Halpern Financial
Virginia
$68.5K +$68.5K +1,100 New
IBOK
509
Independence Bank of Kentucky
Kentucky
$68K – – –
SFSIG
510
San Francisco Sentry Investment Group
California
$64K – – –
GWS
511
Glassman Wealth Services
Virginia
$63K – – –
KPCM
512
Kings Point Capital Management
New York
$63K +$251 +4 +0.4%
SMFS
513
Squar Milner Financial Services
California
$60K +$60K +965 New
ACA
514
Aptus Capital Advisors
Alabama
$58K +$11.6K +187 +25%
SIM
515
Sonora Investment Management
Arizona
$58K +$50.2K +800 +645%
BBHC
516
Brown Brothers Harriman & Co
New York
$55K – – –
FHA
517
Flagship Harbor Advisors
Massachusetts
$53K +$21.2K +340 +66%
GI
518
Gradient Investments
Minnesota
$52K -$1.99K -32 -4%
FRA
519
Front Row Advisors
California
$52K – – –
WT
520
Whittier Trust
California
$50K – – –
CWA
521
Core Wealth Advisors
Florida
$50K +$50K +810 New
TCOV
522
Trust Company of Vermont
Vermont
$49K – – –
FFC
523
First Financial Corp
Indiana
$47K – – –
BRC
524
Bell Rock Capital
Delaware
$45K -$4.15K -68 -8%
TWA
525
TCI Wealth Advisors
Arizona
$44K – – –
19 20
21
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