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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 %
Simplex Trading
576
Simplex Trading
Illinois
$6K +$6K +100 New
GCM
577
Gables Capital Management
Florida
$5K – – –
MAWCM
578
Mine & Arao Wealth Creation & Management
California
$5K +$5K +81 New
HWM
579
HighMark Wealth Management
Minnesota
$4K +$4K +76 New
GWMIA
580
Global Wealth Management Investment Advisory
Florida
$3K – – –
EWM
581
EPG Wealth Management
Georgia
$3K +$3K +43 New
VRM
582
Vectors Research Management
New York
$2K -$1.16M -20,864 -100%
NL
583
NVWM LLC
Pennsylvania
$2K – – –
CB
584
Community Bank
New York
$2K – – –
DOA
585
D'Orazio & Associates
Virginia
$2K – – –
IAS
586
IMA Advisory Services
Colorado
$2K – – –
BC
587
Barnett & Company
Tennessee
$2K +$2K +25 New
Kayne Anderson Rudnick Investment Management
588
Kayne Anderson Rudnick Investment Management
California
$2K +$2K +29 New
ME
589
McIlrath & Eck
Washington
$2K +$2K +34 New
WWM
590
Willingdon Wealth Management
North Carolina
$2K +$2K +35 New
PA
591
PSI Advisors
Florida
$2K +$2K +38 New
TAM
592
Townsend Asset Management
North Carolina
$2K +$2K +39 New
TCWM
593
Total Clarity Wealth Management
Illinois
$2K +$2K +40 New
AA
594
Argent Advisors
Louisiana
$2K +$2K +43 New
PAM
595
Panagora Asset Management
Massachusetts
$1K -$24.8K -223 -96%
FCAS
596
First Command Advisory Services
Texas
$1K – – –
AIA
597
Armor Investment Advisors
North Carolina
$1K – – –
HGWM
598
Harvest Group Wealth Management
Massachusetts
$1K – – –
TVWM
599
Tower View Wealth Management
Wisconsin
$1K – – –
HWA
600
HCR Wealth Advisors
California
$1K +$1K +18 New
22 23
24
25 26