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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 %
GCA
201
Greenwood Capital Associates
South Carolina
$2.66M +$2.66M +42,730 New
NYLIM
202
New York Life Investment Management
New York
$2.66M – – –
CWM
203
Capital Wealth Management
Rhode Island
$2.66M +$127K +2,038 +5%
IWS
204
Insight Wealth Strategies
California
$2.65M +$567K +9,097 +27%
LBD
205
Landsberg Bennett & Dubbaneh
Florida
$2.61M -$41K -662 -2%
FCBT
206
First Citizens Bank & Trust
North Carolina
$2.58M +$90.8K +1,457 +4%
ASN
207
Advisory Services Network
Georgia
$2.55M -$7.78K -125 -0.3%
PA
208
Paracle Advisors
Washington
$2.52M -$104K -1,674 -4%
PWA
209
Physician Wealth Advisors
Utah
$2.47M -$18.4K -296 -0.7%
SIS
210
SVB Investment Services
Utah
$2.47M +$2.47M +39,652 New
EVM
211
Eaton Vance Management
Massachusetts
$2.46M +$1.58M +25,288 +178%
SC
212
Schoolcraft Capital
Colorado
$2.45M +$431K +6,922 +21%
Citigroup
213
Citigroup
New York
$2.41M +$325K +5,216 +16%
FA
214
FDx Advisors
Illinois
$2.4M -$51.8K -832 -2%
FAAS
215
First Allied Advisory Services
California
$2.36M +$110K +1,773 +5%
MWM
216
Maltin Wealth Management
New Jersey
$2.36M +$2.36M +37,852 New
CFA
217
Cahill Financial Advisors
Minnesota
$2.32M +$17.5K +281 +0.8%
Mirae Asset Global Investments
218
Mirae Asset Global Investments
South Korea
$2.32M -$123K -1,969 -5%
ECG
219
Edge Capital Group
Georgia
$2.27M -$140K -2,255 -6%
CA
220
Crumly & Associates
Illinois
$2.24M +$2.24M +35,880 New
RIA
221
Regal Investment Advisors
Michigan
$2.21M +$194K +3,119 +10%
OBWP
222
O'Brien Wealth Partners
Massachusetts
$2.2M -$62K -999 -3%
CT
223
Coastline Trust
Rhode Island
$2.18M – – –
FCI
224
Financial Counselors Inc
Kansas
$2.17M +$18.7K +300 +0.9%
Betterment LLC
225
Betterment LLC
New York
$2.15M -$1.92M -30,820 -47%
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