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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 %
WP
551
WealthShield Partners
North Carolina
$19K +$872 +14 +5%
SSB
552
Sandy Spring Bank
Maryland
$19K +$7.31K +120 +63%
MA
553
MCF Advisors
Kentucky
$18K – – –
TFGT
554
TS Financial Group (TSFG)
Illinois
$17K – – –
PCIA
555
Prime Capital Investment Advisors
Kansas
$17K +$17K +279 New
ETI
556
Enterprise Trust & Investment
California
$16K – – –
S
557
SignatureFD
Georgia
$15K -$9.05K -149 -38%
EI
558
Ellevest Inc
New York
$15K +$1.42K +23 +10%
WTC
559
WhitTier Trust Company
Nevada
$14K – – –
LWM
560
Liberty Wealth Management
California
$14K +$14K +230 New
GTAM
561
Global Trust Asset Management
Florida
$12K – – –
IFWM
562
Institute for Wealth Management
Colorado
$12K +$12K +194 New
1IA
563
1834 Investment Advisors
Wisconsin
$10K – – –
FPFS
564
First Personal Financial Services
North Carolina
$10K +$10K +166 New
PMFA
565
Plante Moran Financial Advisors
Michigan
$9K -$13.1K -206 -59%
MCM
566
McMillion Capital Management
North Carolina
$9K – – –
CFA
567
Carroll Financial Associates
North Carolina
$9K – – –
PA
568
Procyon Advisors
Connecticut
$9K +$9K +150 New
FP
569
Financial Perspectives
Minnesota
$8.41K +$8.41K +135 New
NSIM
570
North Star Investment Management
Illinois
$8K +$131 +2 +2%
BFC
571
Bedel Financial Consulting
Indiana
$8K +$130 +2 +2%
BWA
572
BDO Wealth Advisors
Florida
$7K -$27.3K -457 -80%
SCA
573
Stonebridge Capital Advisors
Minnesota
$7K – – –
MPWT
574
MassMutual Private Wealth & Trust
Connecticut
$6K -$6.12K -101 -51%
DSC
575
Duncker Streett & Co
Missouri
$6K +$6K +100 New
21 22
23
24 25