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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
1
JPMorgan Chase & Co
New York
$364M
2
MMI
2
Matson Money Inc
Ohio
$209M
3
Truist Financial
3
Truist Financial
North Carolina
$254M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$265M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$833M

Top Sellers

1
PAMU
1
Pictet Asset Management (UK)
United Kingdom
$14.4M
2
Goldman Sachs
2
Goldman Sachs
New York
$79.3M
3
Franklin Resources
3
Franklin Resources
California
$38.5M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.99M
5
M&T Bank
5
M&T Bank
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
51
US Bancorp
Minnesota
$19.3M -$375K -6,017 -2%
PAI
52
Pittenger & Anderson Inc
Nebraska
$19.2M +$225K +3,613 +1%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$19.2M +$1.21M +19,503 +7%
OCM
54
One Capital Management
California
$19M +$2.54M +40,803 +15%
OSAM
55
O'Shaughnessy Asset Management
Connecticut
$18.7M +$17.2M +276,894 +1,218%
EH
56
Equitable Holdings
New York
$18.7M +$18.7M +299,554 New
KP
57
Keel Point
Alabama
$17.2M +$6.39M +102,650 +59%
HighTower Advisors
58
HighTower Advisors
Illinois
$17M +$1.85M +29,785 +12%
SWM
59
Southern Wealth Management
Texas
$16.5M +$16.5M +264,196 New
BAMG
60
Brand Asset Management Group
Missouri
$16.3M +$119K +1,914 +0.7%
CL
61
Choreo LLC
Illinois
$16.3M -$181K -2,903 -1%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$15.8M +$984K +15,792 +7%
JPMPWA
63
J.P. Morgan Private Wealth Advisors
California
$15.7M +$2.8M +44,988 +22%
MWM
64
Merriman Wealth Management
Washington
$15.4M -$239K -3,841 -2%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$14.9M +$219K +3,522 +1%
PAMU
66
Pictet Asset Management (UK)
United Kingdom
$14.4M -$30.1M -482,500 -68%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$14.2M -$238K -3,828 -2%
BWM
68
Brickley Wealth Management
California
$14M +$2.02M +32,479 +17%
RJFSA
69
Raymond James Financial Services Advisors
Florida
$13.8M +$936K +15,034 +7%
WA
70
Wealth Architects
California
$13.5M +$56.8K +912 +0.4%
RJA
71
Raymond James & Associates
Florida
$13.2M -$2.09M -33,525 -14%
William Blair & Company
72
William Blair & Company
Illinois
$12.1M +$707K +11,348 +6%
Ameriprise
73
Ameriprise
Minnesota
$12M -$1.42M -22,766 -11%
FDCDDQ
74
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.8M +$11.8M +188,816 New
SW
75
SVB Wealth
Massachusetts
$11.8M +$48.5K +778 +0.4%
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3
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