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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 %
HT
101
Heritage Trust
Oklahoma
$8.05M -$109K -1,754 -1%
FWM
102
Fairhaven Wealth Management
Illinois
$7.91M +$62.2K +999 +0.8%
TA
103
Trellis Advisors
Washington
$7.83M -$14.9K -240 -0.2%
CAL
104
Capital Analysts LLC
Pennsylvania
$7.81M +$60.7K +974 +0.8%
IFS
105
Ifrah Financial Services
Arkansas
$7.68M +$446K +7,158 +6%
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$7.48M -$2.65M -42,610 -26%
EDRIA
107
Edmonds Duncan Registered Investment Advisors
Kansas
$7.44M -$123K -1,978 -2%
AIM
108
Acropolis Investment Management
Missouri
$7.38M -$112K -1,801 -1%
TCM
109
Twele Capital Management
Minnesota
$7.31M +$3.38M +54,300 +86%
LNC
110
Lincoln National Corp
Pennsylvania
$7.09M +$6.74M +108,256 +1,941%
CAS
111
Cascadia Advisory Services
Oregon
$7.07M +$7.07M +113,522 New
WAP
112
Wealthcare Advisory Partners
Pennsylvania
$6.97M -$196K -3,143 -3%
PSUF
113
People's United Financial
Connecticut
$6.91M +$394K +6,331 +6%
AF
114
Allworth Financial
California
$6.9M +$350K +5,624 +5%
RFA
115
Radnor Financial Advisors
Pennsylvania
$6.89M +$6.89M +110,558 New
Prudential Financial
116
Prudential Financial
New Jersey
$6.66M -$285K -4,576 -4%
HL
117
Harding Loevner
New Jersey
$6.56M +$6.56M +105,279 New
MAS
118
Managed Account Services
Florida
$6.55M +$544K +8,746 +9%
HIMCH
119
Hartford Investment Management Co (HIMCO)
Connecticut
$6.5M +$6.5M +104,300 New
SC
120
Savant Capital
Illinois
$6.26M +$338K +5,427 +6%
VWM
121
Venturi Wealth Management
Texas
$6.24M +$6.24M +100,179 New
BOS
122
Bank of Stockton
California
$6.22M -$379K -6,090 -6%
MIAS
123
Mason Investment Advisory Services
Virginia
$6.13M – – –
AG
124
Advisor Group
Arizona
$5.95M -$179K -2,868 -3%
DSA
125
Droms Strauss Advisors
Missouri
$5.93M +$383K +6,150 +7%
3 4
5
6 7