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

Top Sellers

1
TF
TIAA FSB
Florida
$201M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$16.8M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$143M
4
WA
Wasatch Advisors
Utah
$0
5
BDF
Balasa Dinverno & Foltz
$1.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
HL
526
Harding Loevner
New Jersey
– -$8.78M -169,417 Closed
SG Americas Securities
527
SG Americas Securities
New York
– -$7.62M -147,038 Closed
CP
528
Covenant Partners
Tennessee
– -$7.09M -136,834 Closed
HI
529
Horizon Investments
North Carolina
– -$2.55M -49,112 Closed
FFS
530
Founders Financial Securities
Maryland
– -$2.55M -49,112 Closed
Financial Engines Advisors
531
Financial Engines Advisors
California
– -$1.77M -32,831 Closed
Millennium Management
532
Millennium Management
New York
– -$1.61M -31,005 Closed
CTB
533
Country Trust Bank
Illinois
– -$1.45M -27,900 Closed
RFO
534
RiverGlades Family Offices
Florida
– -$1.33M -25,669 Closed
CCM
535
Coldstream Capital Management
Washington
– -$1.08M -20,864 Closed
JWM
536
JFG Wealth Management
Colorado
– -$764K -14,755 Closed
NCM
537
Novare Capital Management
North Carolina
– -$734K -14,170 Closed
EWA
538
EP Wealth Advisors
California
– -$702K -13,549 Closed
VFA
539
Voya Financial Advisors
Connecticut
– -$627K -12,158 Closed
SCA
540
Stokes Capital Advisors
South Carolina
– -$586K -11,302 Closed
I
541
IberiaBank
Louisiana
– -$523K -10,090 Closed
American Century Companies
542
American Century Companies
Missouri
– -$497K -9,582 Closed
BAS
543
Brown Advisory Securities
Maryland
– -$466K -8,937 Closed
Neuberger Berman Group
544
Neuberger Berman Group
New York
– -$440K -8,483 Closed
VV
545
Valentine Ventures
Oregon
– -$408K -7,878 Closed
GFP
546
Gryphon Financial Partners
Ohio
– -$387K -6,239 Closed
MPWT
547
MassMutual Private Wealth & Trust
Connecticut
– -$305K -5,891 Closed
SS
548
Sunbelt Securities
Texas
– -$297K -5,735 Closed
CC
549
Claybrook Capital
Massachusetts
– -$268K -5,174 Closed
WDL
550
Well Done LLC
Michigan
– -$268K -5,174 Closed
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