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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 %
Thrivent Financial for Lutherans
201
Thrivent Financial for Lutherans
Minnesota
$1.98M -$418K -1,376 -17%
EWA
202
Exencial Wealth Advisors
Oklahoma
$1.96M -$72.9K -1,269 -4%
RSWM
203
Robertson Stephens Wealth Management
California
$1.96M – – –
IWS
204
Insight Wealth Strategies
California
$1.96M +$630K +10,970 +47%
FCI
205
Financial Counselors Inc
Kansas
$1.96M +$392K +6,827 +25%
SFM
206
Signet Financial Management
New Jersey
$1.94M -$88.5K -1,505 -4%
Deutsche Bank
207
Deutsche Bank
Germany
$1.93M -$111K -1,932 -5%
WCWM
208
Wooster Corthell Wealth Management
Connecticut
$1.89M -$298K -5,183 -14%
PP
209
PrairieView Partners
Minnesota
$1.89M -$19.5K -340 -1%
EAM
210
Evanson Asset Management
California
$1.88M -$25.3K -440 -1%
WPSG
211
Wealth & Pension Services Group
Georgia
$1.84M -$68K -1,184 -4%
FCBT
212
First Citizens Bank & Trust
North Carolina
$1.83M -$931K -16,207 -34%
APG
213
Abacus Planning Group
South Carolina
$1.83M +$7.87K +137 +0.4%
CFA
214
Cahill Financial Advisors
Minnesota
$1.82M +$88.1K +1,533 +5%
Invesco
215
Invesco
Georgia
$1.79M +$119K +2,064 +7%
DE
216
Day & Ennis
Georgia
$1.79M +$316K +5,505 +21%
ECG
217
Edge Capital Group
Georgia
$1.78M -$3.33M -58,004 -65%
LFG
218
Larson Financial Group
Missouri
$1.77M +$106K +1,852 +6%
OMC
219
Old Mission Capital
Illinois
$1.72M +$1.72M +29,859 New
PAG
220
Private Advisor Group
New Jersey
$1.71M -$634K -10,972 -27%
ADL
221
Asset Dedication LLC
California
$1.71M +$408K +7,121 +31%
RWA
222
Ropes Wealth Advisors
Massachusetts
$1.71M -$4.98M -86,764 -74%
EA
223
Elm Advisors
California
$1.7M +$321K +5,595 +23%
SPC
224
Sigma Planning Corp
Michigan
$1.7M -$584K -10,169 -26%
RC
225
RegentAtlantic Capital
New Jersey
$1.68M – – –
7 8
9
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