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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 %
ECM
176
Evergreen Capital Management
Washington
$2.71M +$287 +5 +0%
GWM
177
Geneos Wealth Management
Colorado
$2.69M -$456K -7,934 -14%
HCM
178
Harvest Capital Management
New Hampshire
$2.68M +$125K +2,175 +5%
BEAM
179
Baker Ellis Asset Management
Washington
$2.64M +$11.5K +200 +0.4%
Comerica Bank
180
Comerica Bank
Texas
$2.62M -$9.67M -165,224 -79%
CF
181
Corrigan Financial
Rhode Island
$2.62M -$14.5K -252 -0.5%
TCM
182
Twele Capital Management
Minnesota
$2.59M – – –
NB
183
NBT Bank
New York
$2.58M +$1.68M +29,280 +187%
SGA
184
Strategic Global Advisors
California
$2.55M +$2.55M +44,352 New
ATC
185
Argent Trust Co
Tennessee
$2.53M -$227K -3,950 -8%
ASN
186
Advisory Services Network
Georgia
$2.48M -$1.29M -22,448 -34%
FA
187
FDx Advisors
Illinois
$2.43M -$108K -1,880 -4%
PA
188
Paracle Advisors
Washington
$2.43M +$52.3K +911 +2%
TFCP
189
Twin Focus Capital Partners
Massachusetts
$2.39M -$687K -11,970 -22%
MCM
190
Maxim Capital Management
California
$2.38M +$6.32K +110 +0.3%
CAM
191
Cresset Asset Management
Illinois
$2.37M +$130K +2,269 +6%
CWM
192
Capital Wealth Management
Rhode Island
$2.33M +$171K +2,985 +8%
PA
193
Probity Advisors
Texas
$2.32M -$266K -4,625 -10%
SGAM
194
Steinberg Global Asset Management
Florida
$2.23M -$20.8K -362 -0.9%
FHA
195
First Horizon Advisors
Tennessee
$2.16M -$50.1K -873 -2%
Citigroup
196
Citigroup
New York
$2.13M -$613K -10,674 -22%
AF
197
Allworth Financial
California
$2.05M -$281K -4,894 -12%
FAAS
198
First Allied Advisory Services
California
$2.02M -$39.8K -695 -2%
BWM
199
Baystate Wealth Management
Massachusetts
$2.02M +$357K +6,070 +22%
APA
200
American Portfolios Advisors
New York
$1.99M +$31.5K +548 +2%
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