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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.

New
Increased
Maintained
Reduced
Closed
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 %
SC
151
Savant Capital
Illinois
$3.74M +$90.4K +1,574 +2%
MSWMA
152
Market Street Wealth Management Advisors
Indiana
$3.65M +$948K +16,502 +35%
HT
153
Hefren-Tillotson
Pennsylvania
$3.49M -$378K -6,579 -10%
PAG
154
Private Advisory Group
Washington
$3.46M – – –
CFG
155
Citizens Financial Group
Rhode Island
$3.46M +$3.46M +60,235 New
Mariner
156
Mariner
Kansas
$3.46M +$135K +2,344 +4%
FPGK
157
Financial Partners Group (Kansas)
Kansas
$3.37M +$468K +8,139 +16%
FMWA
158
Forvis Mazars Wealth Advisors
Missouri
$3.32M -$498K -8,670 -13%
CM
159
Cornerstone Management
Georgia
$3.31M +$147K +2,560 +5%
HCM
160
HM Capital Management
Missouri
$3.27M – – –
MC
161
Martin & Co
Tennessee
$3.23M -$2.87K -50 -0.1%
BFO
162
Biltmore Family Office
North Carolina
$3.11M +$998K +17,370 +47%
PPP
163
Private Portfolio Partners
New Jersey
$3.06M +$30K +522 +1%
FA
164
FCG Advisors
New Jersey
$3.05M -$124K -2,152 -4%
CL
165
CPWM LLC
Washington
$3.05M -$2.99M -52,132 -50%
GT
166
Glenview Trust
Kentucky
$3.04M -$32.8K -572 -1%
SFA
167
Sequoia Financial Advisors
Ohio
$2.99M +$1.87M +32,572 +167%
HS
168
Horan Securities
United States
$2.97M -$54.6K -950 -2%
OBWP
169
O'Brien Wealth Partners
Massachusetts
$2.93M -$7.16M -124,588 -71%
Cetera Investment Advisers
170
Cetera Investment Advisers
Illinois
$2.88M -$243K -4,239 -8%
PA
171
Parallel Advisors
California
$2.84M -$251K -4,372 -8%
MFG
172
Merit Financial Group
Georgia
$2.84M +$122K +2,720 +4%
SIC
173
Shoker Investment Counsel
Ohio
$2.83M +$56.7K +988 +2%
PA
174
Parkside Advisors
California
$2.82M +$106K +1,848 +4%
IDA
175
Intelligence Driven Advisers
California
$2.79M -$63.5K -1,105 -2%
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