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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 %
HI
526
Hudock Inc
Pennsylvania
$44K +$863 +14 +2%
TFA
527
Toth Financial Advisory
Virginia
$43K – – –
TPWA
528
TRUE Private Wealth Advisors
Oregon
$40K -$840K -13,503 -95%
OPS
529
Orion Portfolio Solutions
Nebraska
$40K +$40K +649 New
CFGS
530
Concourse Financial Group Securities
Alabama
$39K +$12.5K +199 +47%
QAM
531
QCI Asset Management
New York
$38K – – –
HWM
532
Howard Wealth Management
Connecticut
$33K +$33K +530 New
TWP
533
TFO Wealth Partners
Ohio
$33K +$33K +545 New
RG
534
Retirement Group
California
$32K +$32K +507 New
JAWM
535
J. Arnold Wealth Management
Ohio
$32K +$32K +521 New
CIAS
536
Capital Investment Advisory Services
North Carolina
$31K -$4.96K -80 -14%
HNB
537
Huntington National Bank
Ohio
$31K -$40K – –
WB
538
Webster Bank
Connecticut
$31K – – –
FCM
539
Firestone Capital Management
Florida
$31K +$31K +490 New
CAAS
540
Capital Asset Advisory Services
Michigan
$30K +$30K +487 New
LWM
541
Lionsbridge Wealth Management
Florida
$29K +$29K +472 New
TF
542
TimeScale Financial
Massachusetts
$28K – – –
BCI
543
Brinker Capital Investments
Pennsylvania
$26K – – –
CWP
544
CFM Wealth Partners
Texas
$26K +$26K +415 New
TFS
545
TrustCore Financial Services
Tennessee
$23K – – –
FANJ
546
Financial Architects (New Jersey)
New Jersey
$22K -$11.8K -193 -35%
VCM
547
Vigilant Capital Management
Maine
$22K – – –
CTC
548
Central Trust Company
Missouri
$22K +$13.3K +212 +151%
CL
549
Cabana LLC
Arkansas
$22K +$22K +346 New
CWM
550
Cranbrook Wealth Management
Michigan
$20K – – –
20 21
22
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