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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 %
CIM
551
Contravisory Investment Management
Massachusetts
– -$249K -4,811 Closed
CA
552
Clearstead Advisors
Ohio
– -$244K -4,716 Closed
CPIG
553
Chicago Partners Investment Group
Illinois
– -$244K -4,460 Closed
CPO
554
Cerity Partners OCIO
New York
– -$231K -4,457 Closed
HWM
555
Highwater Wealth Management
Colorado
– -$220K -4,238 Closed
FFA
556
First Foundation Advisors
California
– -$204K -3,938 Closed
TTWM
557
TCV Trust & Wealth Management
Virginia
– -$202K -3,905 Closed
FIMS
558
FBL Investment Management Services
Iowa
– -$164K -3,175 Closed
CFA
559
Camarda Financial Advisors
Florida
– -$109K -2,095 Closed
FTI
560
Fiduciary Trust International
Massachusetts
– -$104K -2,001 Closed
VNA
561
Valley National Advisers
Pennsylvania
– -$77K -1,491 Closed
LNB
562
Ledyard National Bank
– -$75K -1,430 Closed
BOPW
563
Brandywine Oak Private Wealth
Pennsylvania
– -$28K -1,293 Closed
JA
564
JOYN Advisors
Georgia
– -$32K -619 Closed
M
565
MOTCO
Texas
– -$30K -577 Closed
PC
566
Premise Capital
Illinois
– -$9K -530 Closed
LWCFA
567
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$26K -500 Closed
RWA
568
River Wealth Advisors
Pennsylvania
– -$17K -335 Closed
PG
569
Patten Group
Tennessee
– -$16K -313 Closed
IIM
570
Ipswich Investment Management
Massachusetts
– -$16K -300 Closed
DOA
571
D'Orazio & Associates
Virginia
– -$15K -289 Closed
FFW
572
Fusion Family Wealth
New York
– -$13K -245 Closed
CA
573
Claro Advisors
Massachusetts
– -$14K -225 Closed
EWM
574
Executive Wealth Management
Michigan
– -$6K -112 Closed
FCB
575
First Command Bank
Texas
– -$3K -58 Closed
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