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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 %
Qube Research & Technologies (QRT)
176
Qube Research & Technologies (QRT)
United Kingdom
$3.45M +$3.45M +55,328 New
PCWA
177
Pacific Capital Wealth Advisors
California
$3.37M +$3.37M +54,156 New
TIM
178
Tortoise Investment Management
New York
$3.36M -$342K -5,498 -9%
RWP
179
RWA Wealth Partners
Massachusetts
$3.34M +$593K +9,527 +22%
FA
180
FCG Advisors
New Jersey
$3.33M -$114K -1,825 -3%
SPP
181
Single Point Partners
Massachusetts
$3.29M +$3.29M +52,773 New
BFO
182
Biltmore Family Office
North Carolina
$3.28M -$15.3K -246 -0.5%
AWM
183
Avior Wealth Management
Nebraska
$3.28M +$66.6K +1,069 +2%
EWA
184
Exencial Wealth Advisors
Oklahoma
$3.22M +$519K +8,332 +19%
MC
185
Martin & Co
Tennessee
$3.19M -$131K -2,100 -4%
GT
186
Glenview Trust
Kentucky
$3.18M – – –
BWM
187
Baystate Wealth Management
Massachusetts
$3.08M +$289K +4,636 +10%
Susquehanna International Group
188
Susquehanna International Group
Pennsylvania
$2.99M -$15.7M -252,505 -84%
GWM
189
Geneos Wealth Management
Colorado
$2.92M -$91.9K -1,473 -3%
WTB
190
Washington Trust Bank
Washington
$2.84M +$2.84M +45,607 New
CF
191
Corrigan Financial
Rhode Island
$2.83M +$5.42K +87 +0.2%
TFCP
192
Twin Focus Capital Partners
Massachusetts
$2.78M +$182K +2,927 +7%
BEAM
193
Baker Ellis Asset Management
Washington
$2.75M -$53.2K -855 -2%
AllianceBernstein
194
AllianceBernstein
Tennessee
$2.74M +$2.74M +44,030 New
AA
195
Advisory Alpha
Michigan
$2.71M +$153K +2,465 +6%
SCP
196
Syntal Capital Partners
Texas
$2.7M -$1.1M -17,710 -29%
SFS
197
Sowell Financial Services
Arkansas
$2.69M +$1.92M +30,820 +248%
Northern Trust
198
Northern Trust
Illinois
$2.68M +$1.35M +21,672 +102%
Comerica Bank
199
Comerica Bank
Texas
$2.68M +$491K +8,088 +22%
Cetera Investment Advisers
200
Cetera Investment Advisers
Illinois
$2.67M -$23.7K -381 -0.9%
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