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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 %
GG
601
Gleason Group
Kentucky
$1K +$1K +20 New
BW
602
Bison Wealth
Georgia
$1K +$1K +23 New
WQ
603
Wealth Quarterback
New Jersey
$747 +$747 +12 New
SHWM
604
Silicon Hills Wealth Management
Texas
$35 +$35 +3 New
M&T Bank
605
M&T Bank
New York
– -$15.4M -269,950 Closed
MOACM
606
Mutual of America Capital Management
New York
– -$10.2M -177,935 Closed
Axa
607
Axa
France
– -$6.39M -111,570 Closed
Millennium Management
608
Millennium Management
New York
– -$4.39M -76,711 Closed
OMC
609
Old Mission Capital
Illinois
– -$2.57M -44,815 Closed
HC
610
HNP Capital
New York
– -$1.18M -20,900 Closed
PBO
611
Peoples Bank (Ohio)
Ohio
– -$497K -8,687 Closed
AFS
612
Access Financial Services
Minnesota
– -$356K -6,228 Closed
CS
613
Credit Suisse
Switzerland
– -$257K -4,497 Closed
FCH
614
Freestone Capital Holdings
Washington
– -$252 -4,400 Closed
HS
615
Horan Securities
United States
– -$247K -4,308 Closed
AWA
616
Arete Wealth Advisors
Illinois
– -$224K -3,923 Closed
SAM
617
Summit Asset Management
Tennessee
– -$221K -3,870 Closed
PFO
618
Pathstone Family Office
New Jersey
– -$132K -2,302 Closed
EW
619
Evoke Wealth
California
– -$114K -2,000 Closed
TRCT
620
Tower Research Capital (TRC)
New York
– -$112K -1,959 Closed
UBS AM
621
UBS AM
Illinois
– -$106K -1,849 Closed
RCG
622
Ruggie Capital Group
Florida
– -$37K -639 Closed
AIP
623
Ameritas Investment Partners
Nebraska
– -$36K -638 Closed
GSWM
624
Golden State Wealth Management
California
– -$25K -444 Closed
EFSCE
625
Enterprise Financial Services Corp (EFSC)
Missouri
– -$21K -375 Closed
22 23 24
25
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