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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.

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 %
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$10.5M +$516K +8,977 +5%
MOACM
77
Mutual of America Capital Management
New York
$10.2M – – –
CAN
78
Cetera Advisor Networks
California
$10.2M +$2.44M +42,431 +32%
OAM
79
Oppenheimer Asset Management
New York
$9.94M -$7.55M -131,461 -43%
BJL
80
Brighton Jones LLC
Washington
$9.76M -$80.4K -1,400 -0.8%
EA
81
Efficient Advisors
Ohio
$9.59M -$282K -4,905 -3%
AWM
82
Avior Wealth Management
Nebraska
$9.55M +$237K +4,132 +3%
BWM
83
Brickley Wealth Management
California
$9.46M +$1.27M +22,058 +15%
LMIM
84
Lockheed Martin Investment Management
Maryland
$9.43M -$523K -9,100 -5%
DY
85
Dowling & Yahnke
California
$9.15M +$7.03M +122,431 +331%
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$9.12M +$601K +10,470 +7%
PFA
87
Pure Financial Advisors
California
$9.05M -$190K -3,312 -2%
VCA
88
Verdence Capital Advisors
Maryland
$8.84M +$5.22M +90,947 +144%
FWP
89
FAS Wealth Partners
Kansas
$8.81M -$794K -13,829 -8%
AA
90
Alesco Advisors
New York
$8.74M -$817K -14,231 -9%
MWM
91
Merriman Wealth Management
Washington
$8.42M +$6.87M +119,582 +443%
LIC
92
Lodestar Investment Counsel
Illinois
$8.3M -$23K -400 -0.3%
WA
93
Waverly Advisors
Alabama
$8.18M -$186K -3,239 -2%
Russell Investments Group
94
Russell Investments Group
United Kingdom
$8.03M – – –
BOS
95
Bank of Stockton
California
$7.99M +$181K +3,158 +2%
LTFS
96
Ladenburg Thalmann Financial Services
Florida
$7.94M +$94.5K +1,645 +1%
MCM
97
MAI Capital Management
Ohio
$7.58M +$228K +3,969 +3%
SCM
98
Sterling Capital Management
North Carolina
$7.51M +$5M +87,127 +200%
BAAM
99
Baker Avenue Asset Management
California
$7.33M -$2.19M -38,119 -23%
SWM
100
Shakespeare Wealth Management
Wisconsin
$7.29M +$275K +4,788 +4%
2 3
4
5 6