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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 %
CRCP
76
Copper Rock Capital Partners
Massachusetts
$11.6M -$9.83M -157,910 -46%
CDIA
77
Capital Directions Investment Advisors
Georgia
$11.6M -$84.3K -1,354 -0.7%
VCA
78
Verdence Capital Advisors
Maryland
$11.4M +$552K +8,869 +5%
GT
79
Glenmede Trust
Pennsylvania
$11.3M -$298K -4,784 -3%
PFA
80
Pure Financial Advisors
California
$11.1M +$288K +4,631 +3%
State of Tennessee, Department of Treasury
81
State of Tennessee, Department of Treasury
Tennessee
$11M +$99.6K +1,600 +0.9%
OAM
82
Oppenheimer Asset Management
New York
$10.9M +$97.6K +1,567 +0.9%
BAAM
83
Baker Avenue Asset Management
California
$10.8M +$3M +48,176 +38%
QCG
84
Quadrant Capital Group
Ohio
$10.7M +$2.35M +37,958 +28%
ECM
85
ETrade Capital Management
Virginia
$10.5M +$284K +4,564 +3%
LTFS
86
Ladenburg Thalmann Financial Services
Florida
$10.3M +$1.71M +28,155 +20%
AAS
87
Avantax Advisory Services
Texas
$10.1M +$8.82M +141,474 +684%
AA
88
Alesco Advisors
New York
$9.96M +$441K +7,080 +5%
DY
89
Dowling & Yahnke
California
$9.81M -$33.6K -540 -0.3%
FWP
90
FAS Wealth Partners
Kansas
$9.78M +$213K +3,425 +2%
APW
91
Austin Private Wealth
Texas
$9.67M +$9.67M +155,270 New
BJL
92
Brighton Jones LLC
Washington
$9.17M -$459K -7,375 -5%
WA
93
Waverly Advisors
Alabama
$9.16M +$303K +4,936 +3%
SWM
94
Shakespeare Wealth Management
Wisconsin
$9.11M +$206K +3,301 +2%
BCWM
95
Bartlett & Co Wealth Management
Ohio
$8.86M -$69.1K -1,110 -0.8%
EA
96
Efficient Advisors
Ohio
$8.73M -$404K -6,489 -4%
MCM
97
MAI Capital Management
Ohio
$8.6M +$172K +2,768 +2%
CAN
98
Cetera Advisor Networks
California
$8.32M -$71.1K -1,141 -0.8%
MSWMA
99
Market Street Wealth Management Advisors
Indiana
$8.26M +$2.01M +32,282 +32%
Russell Investments Group
100
Russell Investments Group
United Kingdom
$8.06M – – –
2 3
4
5 6