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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 %
LFS
151
Lutz Financial Services
Nebraska
$4.47M +$71.2K +1,143 +2%
IA
152
Independence Advisors
Pennsylvania
$4.45M +$3.49M +56,000 +362%
1832 Asset Management
153
1832 Asset Management
Ontario, Canada
$4.45M – – –
CCMG
154
Clark Capital Management Group
Pennsylvania
$4.34M +$4.34M +69,613 New
SSWG
155
Seven Springs Wealth Group
Tennessee
$4.31M +$4.31M +69,224 New
DI
156
Disciplined Investments
Oklahoma
$4.28M +$4.28M +68,640 New
GPA
157
Guidance Point Advisors
Massachusetts
$4.27M +$69.3K +1,112 +2%
NHC
158
Nicholas Hoffman & Company
Georgia
$4.24M -$53.7K -862 -1%
HW
159
Hancock Whitney
Mississippi
$4.19M +$613K +9,846 +17%
FC
160
FCA Corp
Texas
$4.19M -$13.1K -211 -0.3%
PBT
161
Pictet Bank & Trust
Bahamas
$4.13M +$4.13M +66,300 New
PA
162
Parkside Advisors
California
$4.04M +$581K +9,328 +17%
HT
163
Hefren-Tillotson
Pennsylvania
$4.02M -$157K -2,519 -4%
NB
164
NBT Bank
New York
$3.94M -$312K -5,015 -7%
CL
165
CPWM LLC
Washington
$3.93M +$102K +1,643 +3%
Fiera Capital (Canada)
166
Fiera Capital (Canada)
Quebec, Canada
$3.89M -$11.3K -182 -0.3%
BG
167
Berry Group
Massachusetts
$3.89M +$3.89M +62,410 New
PPP
168
Private Portfolio Partners
New Jersey
$3.88M +$9.16K +147 +0.2%
VC
169
Vestor Capital
Illinois
$3.82M -$193K -3,107 -5%
FMWA
170
Forvis Mazars Wealth Advisors
Missouri
$3.81M +$467K +7,491 +14%
CFG
171
Citizens Financial Group
Rhode Island
$3.75M +$104K +1,662 +3%
BB
172
Busey Bank
Illinois
$3.74M +$213K +3,414 +6%
SIC
173
Shoker Investment Counsel
Ohio
$3.6M +$76.3K +1,226 +2%
BFPW
174
BOK Financial Private Wealth
Colorado
$3.56M -$509K -8,167 -13%
HCM
175
HM Capital Management
Missouri
$3.55M – – –
5 6
7
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